Small Cap Value Fund Analysis

Small-cap Mutual Fund Analysis Notes

The fund generated five year return of 27.0%. Small Cap Value holds 96.94% of assets under management (AUM) in equities. This fund last dividend was 0.2 per share. Large For more info on Small Cap Value Fund please contact the company at 800-661-3550.

Small Cap Value Investment Alerts

Small-cap Market Capitalization

The company currently falls under '' category with a current market capitalization of 0. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Small-cap Value's market, we take the total number of its shares issued and multiply it by Small-cap Value's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Top Small Cap Value Fund Mutual Fund Constituents

Institutional Mutual Fund Holders for Small-cap Value

Note, although Small-cap Value's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Technical Drivers

As of the 25th of March, Small-cap Value has the Risk Adjusted Performance of (0.14), variance of 1.53, and Coefficient Of Variation of (635.26). Small-cap Value technical analysis provides you with a way to harness past market data to determine a pattern that measures the direction of the fund's future prices.

Small Cap Value Price Movement Analysis

Small-cap Value Predictive Daily Indicators

Small-cap Value Forecast Models

Small-cap Value's time-series forecasting models are one of many Small-cap Value's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Small-cap Value's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Small-cap Value prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Small-cap shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as Small-cap Value. By using and applying Small-cap Mutual Fund analysis, traders can create a robust methodology for identifying Small-cap entry and exit points for their positions.

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.