Snow Capital Small Fund Quote

SNWIX Fund  USD 60.84  0.60  1.00%   

Performance

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Odds Of Distress

Less than 21

 
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Snow Capital is trading at 60.84 as of the 22nd of December 2024; that is 1.00 percent up since the beginning of the trading day. The fund's open price was 60.24. Snow Capital has about a 21 % 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 22nd of November 2024 and ending today, the 22nd of December 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets, at cost, in equity securities of companies with market capitalizations in the range of the Russell 2000 Value Index . Its investments in equity securities may include common and preferred stocks, convertible securities, and shares of other investment companies and exchange-traded funds that invest in equity securities of small-cap companies. More on Snow Capital Small

Moving together with Snow Mutual Fund

  0.74SNOAX Snow Capital OpportunityPairCorr
  0.76SNOCX Snow Capital OpportunityPairCorr
  0.73SNOIX Snow Capital OpportunityPairCorr
  1.0SNWAX Snow Capital SmallPairCorr
  1.0SNWCX Snow Capital SmallPairCorr

Moving against Snow Mutual Fund

  0.34DFTPX Dfa Target ValuePairCorr
  0.34DFTVX Dfa Inv DimensionsPairCorr

Snow Mutual Fund Highlights

Fund ConcentrationSnow Capital Funds, Large Funds, Small Value Funds, Small Value, Snow Capital Funds, Large, Small Value (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date28th of June 2021
Fiscal Year EndFebruary
Snow Capital Small [SNWIX] is traded in USA and was established 22nd of December 2024. Snow Capital is listed under Snow Capital Funds category by Fama And French industry classification. The fund is listed under Small Value category and is part of Snow Capital Funds family. This fund at this time has accumulated 22.7 M in assets with no minimum investment requirementsSnow Capital Small is currently producing year-to-date (YTD) return of 18.0% with the current yeild of 0.0%, while the total return for the last 3 years was 11.31%.
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 Small 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 Small Mutual Fund Constituents

AAWWAtlas Air WorldwideStockIndustrials
BIGBig LotsStockConsumer Discretionary
BKUBankUnitedStockFinancials
LCILannett CompanyStockHealth Care
FNBFNB CorpStockFinancials
CMCCommercial MetalsStockMaterials
CNOCNO Financial GroupStockFinancials
SKXSkechers USAStockConsumer Discretionary
More Details

Snow Capital Small Risk Profiles

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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