Small Pany Value Fund Analysis

Small Mutual Fund Analysis Notes

The fund generated five year return of 11.0%. Small Pany Value keeps 98.98% of net assets in stocks. Large For more information please call the company at 866-591-1568.

Small Pany Value Investment Alerts

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 Pany's market, we take the total number of its shares issued and multiply it by Small Pany'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 Pany Value Mutual Fund Constituents

Institutional Mutual Fund Holders for Small Pany

Note, although Small Pany'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 11th of December 2024, Small Pany has the Semi Deviation of 0.6194, coefficient of variation of 700.09, and Risk Adjusted Performance of 0.1075. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Small Pany Value, as well as the relationship between them.

Small Pany Value Price Movement Analysis

Small Pany Predictive Daily Indicators

Small Pany Forecast Models

Small Pany's time-series forecasting models are one of many Small Pany'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 Pany'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 Pany 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 Pany. By using and applying Small Mutual Fund analysis, traders can create a robust methodology for identifying Small entry and exit points for their positions.

Small Pany 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 Pany security.