Integrated Wealth Concepts LLC Has 1.18 Million Position in EMCOR Group, Inc.
| SCRZX Fund | USD 11.99 0.06 0.50% |
Slightly above 62% 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.
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Integrated Wealth Concepts LLC decreased its holdings in EMCOR Group, Inc. by 3.1 percent during the 3rd quarter, according to its most recent disclosure with the Securities Exchange Commission. The firm owned 2,730 shares of the construction companys stock after selling 88 shares during the period. Integrated Wealth Concepts LLCs holdings
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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.
Cash Position Weight
Cash Position Weight Comparative Analysis
Small Cap is currently under evaluation in cash position weight among similar funds. Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
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.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |