Small Pany Growth Fund Quote
| WSCGX Fund | USD 33.22 0.20 0.61% |
PerformanceVery Weak
| Odds Of DistressLow
|
Small Company is trading at 33.22 as of the 2nd of March 2025; that is 0.61 percent up since the beginning of the trading day. The fund's open price was 33.02. Small Company 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 31st of January 2025 and ending today, the 2nd of March 2025. 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 Growth Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies. More on Small Pany Growth
Moving against Small Mutual Fund
Small Mutual Fund Highlights
| Fund Concentration | Allspring Global Investments Funds, Large Funds, Small Growth Funds, Small Growth, Allspring Global Investments (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of October 2022 |
| Fiscal Year End | May |
Small Pany Growth [WSCGX] is traded in USA and was established 2nd of March 2025. Small Company is listed under Allspring Global Investments category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Allspring Global Investments family. This fund at this time has accumulated 747.46 M in net assets with minimum initial investment of 1000 K. Small Pany Growth is currently producing year-to-date (YTD) return of 2.32%, while the total return for the last 3 years was 1.65%.
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 Growth 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 Growth Mutual Fund Constituents
| INGN | Inogen Inc | Stock | Health Care | |
| SSNC | SSC Technologies Holdings | Stock | Information Technology | |
| ESI | Element Solutions | Stock | Materials | |
| EVR | Evercore Partners | Stock | Financials | |
| ESNT | Essent Group | Stock | Financials | |
| SF | Stifel Financial | Stock | Financials | |
| TCMD | Tactile Systems Technology | Stock | Health Care | |
| PTC | PTC Inc | Stock | Information Technology |
Small Pany Growth Risk Profiles
| Mean Deviation | 0.9213 | |||
| Standard Deviation | 1.58 | |||
| Variance | 2.5 | |||
| Risk Adjusted Performance | (0.12) |
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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