Small Capitalization Portfolio Fund Shares Owned By Insiders
| SSCYX Fund | USD 7.25 0.01 0.14% |
Small Capitalization Portfolio fundamentals help investors to digest information that contributes to Small Capitalization's financial success or failures. It also enables traders to predict the movement of Small Mutual Fund. The fundamental analysis module provides a way to measure Small Capitalization's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Small Capitalization mutual fund.
Small |
Small Capitalization Portfolio Mutual Fund Shares Owned By Insiders Analysis
Small Capitalization's Shares Owned by Insiders show the percentage of outstanding shares owned by insiders (such as principal officers or members of the board of directors) or private individuals and entities with over 5% of the total shares outstanding. Company executives or private individuals with access to insider information share information about a firm's operations that is not available to the general public.
More About Shares Owned By Insiders | All Equity Analysis
Insiders Shares | = | Executives Shares | + | Employees |
Although the research on effects of insider trading on prices and volatility is still relatively inconclusive, and investors are advised to pay close attention to the distribution of equities among company's stakeholders to avoid many problems associated with the disclosure of price-sensitive information.
| Competition |
Based on the latest financial disclosure, 0.0% of Small Capitalization Portfolio are shares owned by insiders. This indicator is about the same for the Saratoga average (which is currently at 0.0) family and about the same as Small Blend (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Did you try this?
Run My Watchlist Analysis Now
My Watchlist AnalysisAnalyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like |
| All Next | Launch Module |
Fund Asset Allocation for Small Capitalization
The fund consists of 96.57% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Small Capitalization's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Small Fundamentals
| Price To Earning | 17.37 X | |||
| Price To Book | 2.19 X | |||
| Price To Sales | 1.00 X | |||
| Total Asset | 7.05 M | |||
| Year To Date Return | 20.33 % | |||
| One Year Return | 35.21 % | |||
| Three Year Return | 3.45 % | |||
| Five Year Return | 12.93 % | |||
| Ten Year Return | 5.64 % | |||
| Net Asset | 7.34 M | |||
| Minimum Initial Investment | 250 | |||
| Cash Position Weight | 3.43 % | |||
| Equity Positions Weight | 96.57 % |
About Small Capitalization Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Small Capitalization Portfolio's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Small Capitalization using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Small Capitalization Portfolio based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Small Mutual Fund
Small Capitalization 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 Capitalization security.
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm |