Snow Capital Opportunity Fund Quote
| SNOAX Fund | USD 32.67 0.51 1.54% |
PerformanceVery Weak
| Odds Of DistressLow
|
Snow Capital is trading at 32.67 as of the 5th of March 2025; that is 1.54 percent down since the beginning of the trading day. The fund's open price was 33.18. Snow Capital has about a 23 % 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 3rd of February 2025 and ending today, the 5th of March 2025. Click here to learn more.
The fund invests in equity securities, including common and preferred stocks, convertible securities, and shares of other investment companies and exchange-traded funds that invest in equity securities. It may invest in securities of companies of any size. More on Snow Capital Opportunity
Moving together with Snow Mutual Fund
Snow Mutual Fund Highlights
| Fund Concentration | Snow Capital Funds, Large Funds, Options Trading Funds, Options Trading, Snow Capital Funds, Large, Long-Short Equity (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of June 2021 |
| Fiscal Year End | February |
Snow Capital Opportunity [SNOAX] is traded in USA and was established 5th of March 2025. Snow Capital is listed under Snow Capital Funds category by Fama And French industry classification. The fund is listed under Options Trading category and is part of Snow Capital Funds family. This fund at this time has accumulated 99.95 M in assets with minimum initial investment of 2.5 K. Snow Capital Opportunity is currently producing year-to-date (YTD) return of 2.92% with the current yeild of 0.01%, while the total return for the last 3 years was 4.35%.
Check Snow Capital 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 Snow 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 Snow 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 Snow Capital Opportunity 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 Snow Capital Opportunity Mutual Fund Constituents
| NTAP | NetApp Inc | Stock | Information Technology | |
| INGR | Ingredion Incorporated | Stock | Consumer Staples | |
| MPC | Marathon Petroleum Corp | Stock | Energy | |
| ORCL | Oracle | Stock | Information Technology | |
| BKU | BankUnited | Stock | Financials | |
| WCC | WESCO International | Stock | Industrials | |
| HIG | Hartford Financial Services | Stock | Financials | |
| FDX | FedEx | Stock | Industrials |
Snow Capital Opportunity Risk Profiles
| Mean Deviation | 0.5777 | |||
| Standard Deviation | 0.7873 | |||
| Variance | 0.6199 | |||
| Risk Adjusted Performance | (0.11) |
Snow Capital Against Markets
Other Information on Investing in Snow Mutual Fund
Snow Capital financial ratios help investors to determine whether Snow 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 Snow with respect to the benefits of owning Snow Capital security.
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