Small Cap Stock Fund Quote
| USCAX Fund | USD 13.11 0.09 0.69% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Small Cap is trading at 13.11 as of the 29th of April 2024; that is 0.69 percent increase since the beginning of the trading day. The fund's open price was 13.02. Small Cap has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Small Cap Stock are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of March 2024 and ending today, the 29th of April 2024. Click here to learn more.
The fund normally invests at least 80 percent of its assets in equity securities of companies with small market capitalizations. Although the fund invests primarily in U.S. securities, it may invest up to 20 percent of its total assets in foreign securities including securities issued in emerging markets.. More on Small Cap Stock
Moving together with Small Mutual Fund
| 0.86 | UINQX | Usaa Nasdaq 100 | PairCorr |
| 0.85 | SRVEX | Victory Diversified Stock | PairCorr |
| 0.65 | UITIX | Usaa Tax Exempt | PairCorr |
| 0.98 | SSGSX | Victory Sycamore Small | PairCorr |
Small Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Small Cap's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Small Cap or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Idea | Small Blend Funds (View all Themes) |
| Fund Concentration | Victory Capital Funds, Large Funds, Small Blend Funds, Small Blend Funds, Small Blend, Victory Capital, Large, Small Blend (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of December 2022 |
| Fiscal Year End | July |
Small Cap Stock [USCAX] is traded in USA and was established 29th of April 2024. Small Cap is listed under Victory Capital category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Victory Capital family. The entity is thematically classified as Small Blend Funds. This fund at this time has accumulated 970.95 M in net assets with no minimum investment requirementsSmall Cap Stock is currently producing year-to-date (YTD) return of 3.54% with the current yeild of 0.0%, while the total return for the last 3 years was -2.18%.
Check Small Cap Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Small Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Small Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Small Cap Stock Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Small Cap Stock Mutual Fund Constituents
| CATY | Cathay General Bancorp | Stock | Financials |
| NWBI | Northwest Bancshares | Stock | Financials |
| IWN | iShares Russell 2000 | Etf | Small Value |
| MLI | Mueller Industries | Stock | Industrials |
| RGEN | Repligen | Stock | Health Care |
| EDR | Endeavor Group Holdings | Stock | Communication Services |
| IDA | IDACORP | Stock | Utilities |
Small Cap Target Price Odds Analysis
Based on a normal probability distribution, the odds of Small Cap jumping above the current price in 90 days from now is about 72.57%. The Small Cap Stock probability density function shows the probability of Small Cap mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.6522. This usually implies as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Small Cap will likely underperform. Additionally, small Cap Stock has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Small Cap to move above the current price in 90 days from now is about 72.57 (This Small Cap Stock probability density function shows the probability of Small Mutual Fund to fall within a particular range of prices over 90 days) .
Small Cap Stock Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Small Cap market risk premium is the additional return an investor will receive from holding Small Cap long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Small Cap. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Small Cap's alpha and beta are two of the key measurements used to evaluate Small Cap's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.9131 | |||
| Semi Deviation | 1.26 | |||
| Standard Deviation | 1.17 | |||
| Variance | 1.37 |
Small Cap Against Markets
Picking the right benchmark for Small Cap mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Small Cap mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Small Cap is critical whether you are bullish or bearish towards Small Cap Stock at a given time. Please also check how Small Cap's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Small Cap without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Small Mutual Fund?
Before investing in Small Cap, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Small Cap. To buy Small Cap fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Small Cap. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Small Cap fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Small Cap Stock fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Small Cap Stock fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Small Cap Stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Small Cap Stock?
The danger of trading Small Cap Stock is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Small Cap is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Small Cap. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Small Cap Stock is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Small Cap Stock. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Small Cap Stock information on this page should be used as a complementary analysis to other Small Cap's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.