Small Pany Value Fund Quote
| SCVNX Fund | USD 43.42 0.34 0.78% |
Performance11 of 100
| Odds Of DistressLess than 19
|
Small Company is trading at 43.42 as of the 4th of December 2024; that is 0.78 percent decrease since the beginning of the trading day. The fund's open price was 43.76. Small Company has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Small Pany Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of September 2024 and ending today, the 4th of December 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities of small-capitalization companies. It is a feeder fund that invests substantially all of its assets in the Small Company Value Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies.. More on Small Pany Value
Moving together with Small Mutual Fund
Small Mutual Fund Highlights
| Fund Concentration | Allspring Global Investments Funds, Large Funds, Small Value Funds, Small Value, Allspring Global Investments, Large, Small Value (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of October 2022 |
| Fiscal Year End | May |
Small Pany Value [SCVNX] is traded in USA and was established 4th of December 2024. Small Company is listed under Allspring Global Investments category by Fama And French industry classification. The fund is listed under Small Value category and is part of Allspring Global Investments family. This fund at this time has accumulated 487.12 M in assets with minimum initial investment of 1000 K. Small Pany Value is currently producing year-to-date (YTD) return of 19.43% with the current yeild of 0.01%, while the total return for the last 3 years was 7.73%.
Check Small Company 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 Small 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 Small 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 Small Pany Value 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 Small Pany Value Mutual Fund Constituents
| BCOR | Blucora | Stock | Financials | |
| PBH | Prestige Brand Holdings | Stock | Health Care | |
| RWT | Redwood Trust | Stock | Financials | |
| FIX | Comfort Systems USA | Stock | Industrials | |
| BANR | Banner | Stock | Financials | |
| DIN | Dine Brands Global | Stock | Consumer Discretionary | |
| IMKTA | Ingles Markets Incorporated | Stock | Consumer Staples | |
| FIBK | First Interstate BancSystem | Stock | Financials |
Small Pany Value Risk Profiles
| Mean Deviation | 0.8844 | |||
| Semi Deviation | 0.8193 | |||
| Standard Deviation | 1.32 | |||
| Variance | 1.75 |
Small Company Against Markets
Other Information on Investing in Small Mutual Fund
Small Company financial ratios help investors to determine whether Small 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 Small with respect to the benefits of owning Small Company security.
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