Sp Smallcap 600 Fund Quote
| RYWCX Fund | USD 38.95 0.13 0.33% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Sp Smallcap is trading at 38.95 as of the 9th of January 2025; that is 0.33 percent increase since the beginning of the trading day. The fund's open price was 38.82. Sp Smallcap has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 10th of December 2024 and ending today, the 9th of January 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in securities of companies in the underlying index and derivatives and other instruments whose performance is expected to correspond to that of the underlying index. More on Sp Smallcap 600
Moving together with RYWCX Mutual Fund
| 0.88 | RYBCX | Basic Materials | PairCorr |
| 0.85 | RYBAX | Basic Materials | PairCorr |
| 0.88 | RYBMX | Basic Materials | PairCorr |
| 0.93 | RYBHX | Sp Midcap 400 | PairCorr |
| 0.88 | RYBIX | Basic Materials | PairCorr |
Moving against RYWCX Mutual Fund
RYWCX Mutual Fund Highlights
| Fund Concentration | Rydex Funds, Large Funds, Small Growth Funds, Small Growth, Rydex Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 19th of August 2022 |
| Fiscal Year End | March |
Sp Smallcap 600 [RYWCX] is traded in USA and was established 9th of January 2025. Sp Smallcap is listed under Rydex Funds category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Rydex Funds family. This fund at this time has accumulated 4.91 M in assets with no minimum investment requirementsSp Smallcap 600 is currently producing year-to-date (YTD) return of 1.82%, while the total return for the last 3 years was -3.97%.
Check Sp Smallcap Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on RYWCX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding RYWCX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Sp Smallcap 600 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Sp Smallcap 600 Mutual Fund Constituents
| CUTR | Cutera Inc | Stock | Health Care | |
| NMIH | NMI Holdings | Stock | Financials | |
| FLGT | Fulgent Genetics | Stock | Health Care | |
| HZO | MarineMax | Stock | Consumer Discretionary | |
| PATK | Patrick Industries | Stock | Industrials | |
| AMN | AMN Healthcare Services | Stock | Health Care | |
| RCII | Rent A Center | Stock | Consumer Discretionary | |
| WD | Walker Dunlop | Stock | Financials |
Sp Smallcap 600 Risk Profiles
| Mean Deviation | 1.08 | |||
| Standard Deviation | 2.19 | |||
| Variance | 4.79 | |||
| Risk Adjusted Performance | (0.07) |
Sp Smallcap Against Markets
Other Information on Investing in RYWCX Mutual Fund
Sp Smallcap financial ratios help investors to determine whether RYWCX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in RYWCX with respect to the benefits of owning Sp Smallcap security.
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