Two Reasons to Like PRIM
| LRSRX Fund | USD 12.64 0.06 0.47% |
Slightly above 62% of Small-cap Value's investor base is looking to short. The analysis of overall sentiment of trading Small Cap Value Series mutual fund suggests that many investors are alarmed at this time. Small-cap Value's investing sentiment can be driven by a variety of factors including economic data, Small-cap Value's earnings reports, geopolitical events, and overall market trends.
Small-cap |
What a fantastic six months its been for Primoris. Shares of the company have skyrocketed 61.3, hitting 76.80. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.
Read at finance.yahoo.com
 |
Small-cap Value Fundamental Analysis
We analyze Small-cap Value's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Small-cap Value using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Small-cap Value 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.
Year To Date Return
Year To Date Return Comparative Analysis
Small Cap is currently under evaluation in year to date return among similar funds. Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Small Cap Value Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Small-cap Value mutual fund to make a market-neutral strategy. Peer analysis of Small-cap Value could also be used in its relative valuation, which is a method of valuing Small-cap Value by comparing valuation metrics with similar companies.
Peers
Small-cap Value Related Equities
| IRSOX | Voya Target | 0.81 | ||||
| MARMX | Mutual Of | 0.09 | ||||
| MXBPX | Great-west Moderately | 0.28 | ||||
| SXMAX | Saat Moderate | 0.29 | ||||
| JTSQX | Jp Morgan | 0.39 | ||||
| FHRVX | Fidelity Managed | 0.46 | ||||
| BIMPX | Blackrock Moderate | 0.62 |
Other Information on Investing in Small-cap Mutual Fund
Small-cap Value financial ratios help investors to determine whether Small-cap 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-cap with respect to the benefits of owning Small-cap Value security.
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine |