Disposition of 5000 shares by Richard Rawson of Insperity at 117.5 subject to Rule 16b-3
| SCRZX Fund | USD 12.04 0.19 1.55% |
Slightly above 61% of Small Cap's investor base is looking to short. The analysis of overall sentiment of trading Small Cap Core mutual fund suggests that many investors are alarmed at this time. Small Cap's investing sentiment can be driven by a variety of factors including economic data, Small Cap's earnings reports, geopolitical events, and overall market trends.
Small |
Filed transaction by Insperity Director. Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3
Read at macroaxis.com
Small Cap Fundamental Analysis
We analyze Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Small Cap using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Small Cap 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.
Three Year Return
Three Year Return Comparative Analysis
Small Cap is currently under evaluation in three year return among similar funds. Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Small Cap Core 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 mutual fund to make a market-neutral strategy. Peer analysis of Small Cap could also be used in its relative valuation, which is a method of valuing Small Cap by comparing valuation metrics with similar companies.
Peers
Small Cap Related Equities
Other Information on Investing in Small Mutual Fund
Small Cap 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 Cap security.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |