Small Cap Value Fund Analysis
JSCAX Fund | USD 16.68 0.20 1.18% |
Small Cap Value is undervalued with Real Value of 17.08 and Hype Value of 16.68. The main objective of Small Cap fund analysis is to determine its intrinsic value, which is an estimate of what Small Cap Value is worth, separate from its market price. There are two main types of Small Mutual Fund analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic stability of Small Cap Value. On the other hand, technical analysis, focuses on the price and volume data of Small Mutual Fund to identify patterns and trends that may indicate its future price movements.
The Small Cap mutual fund is traded in the USA on NMFQS Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA.
Small |
Small Mutual Fund Analysis Notes
The fund retains 97.53% of assets under management (AUM) in equities. Large To learn more about Small Cap Value call the company at 800-225-5291.Small Cap Value Investment Alerts
Small Cap Value generated a negative expected return over the last 90 days | |
The fund retains 97.53% of its assets under management (AUM) in equities |
Small 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's market, we take the total number of its shares issued and multiply it by Small Cap'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 Mutual Fund Constituents
OEC | Orion Engineered Carbons | Stock | |
COHR | Coherent | Stock | |
ESE | ESCO Technologies | Stock | |
AIN | Albany International | Stock | |
FORR | Forrester Research | Stock | |
ALEX | Alexander Baldwin Holdings | Stock | |
BANC | Banc of California, | Stock | |
SXT | Sensient Technologies | Stock | |
RPT | Rithm Property Trust | Stock | |
WNS | WNS Holdings | Stock | |
HURN | Huron Consulting Group | Stock | |
TRS | TriMas | Stock | |
MDRX | Veradigm | Stock | |
VC | Visteon Corp | Stock | |
CUB | Lionheart Holdings | Stock | |
VMI | Valmont Industries | Stock | |
SNV | Synovus Financial Corp | Stock | |
FCN | FTI Consulting | Stock | |
PCH | PotlatchDeltic Corp | Stock | |
EDR | Endeavor Group Holdings | Stock | |
AMWD | American Woodmark | Stock | |
DOC | Healthpeak Properties | Stock | |
CTS | CTS Corporation | Stock | |
SPB | Spectrum Brands Holdings | Stock | |
KMPR | Kemper | Stock | |
ONTO | Onto Innovation | Stock | |
HAE | Haemonetics | Stock |
Technical Drivers
As of the 29th of December, Small Cap has the Variance of 2.47, coefficient of variation of (1,258), and Risk Adjusted Performance of (0.06). Small Cap 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
java.lang.NullPointerException: Cannot invoke "java.lang.Number.intValue()" because the return value of "sun.invoke.util.ValueConversions.primitiveConversion(sun.invoke.util.Wrapper, Object, boolean)" is null. The output start index for this execution was zero with a total number of output elements of zero. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Small Cap middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Small Cap Value. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
Small Cap Outstanding Bonds
Small Cap issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Small Cap Value uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Small bonds can be classified according to their maturity, which is the date when Small Cap Value has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Dana 575 percent Corp BondUS235822AB96 | View | |
Volcan Compania Minera Corp BondUSP98047AC08 | View | |
Boeing Co 2196 Corp BondUS097023DG73 | View | |
MPLX LP 4875 Corp BondUS55336VAG59 | View | |
MPLX LP 4125 Corp BondUS55336VAK61 | View | |
MPLX LP 52 Corp BondUS55336VAL45 | View | |
Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
Morgan Stanley 3971 Corp BondUS61744YAL20 | View |
Small Cap Predictive Daily Indicators
Small Cap intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Small Cap mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Daily Balance Of Power | (9,223,372,036,855) | |||
Rate Of Daily Change | 0.99 | |||
Day Median Price | 16.68 | |||
Day Typical Price | 16.68 | |||
Price Action Indicator | (0.10) | |||
Period Momentum Indicator | (0.20) |
Small Cap Forecast Models
Small Cap's time-series forecasting models are one of many Small Cap'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'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.About Small Mutual Fund Analysis
Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Small Cap 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 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. By using and applying Small Mutual Fund analysis, traders can create a robust methodology for identifying Small entry and exit points for their positions.
The fund invests at least 80 percent of its net assets in small-cap companies that are believed to be undervalued by various measures and offer good prospects for capital appreciation. It invests primarily in a diversified mix of common stocks of U.S. small-cap companies. The manager employs a value-oriented investment approach in selecting stocks, using proprietary fundamental research to identify stocks the manager believes have distinct value characteristics based on industry-specific valuation criteria.
Be your own money manager
As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our mutual fund analysis tools, you can find out how much better you can do when adding Small Cap to your portfolios without increasing risk or reducing expected return.Did you try this?
Run Equity Search Now
Equity SearchSearch for actively traded equities including funds and ETFs from over 30 global markets |
All Next | Launch Module |
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.
Global Correlations Find global opportunities by holding instruments from different markets | |
Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format |