Dana Small Profile


Odds of Distress

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Equity ratings for Dana Small Cap Equity Fund Inst are calculated based on Macroaxis scoring framework. The performance scores are derived for the period starting September 12, 2019 and ending today December 11, 2019. Click here to learn more.

Dana Small Profile

The fund seeks to achieve its investment objective through investment in publicly-traded equity securities using a disciplined, risk-controlled investment process. Dana Small is traded on BATS Exchange in USA. more
NameDana Small Cap Equity Fund Inst
Macroaxis Advice
InstrumentUSA Fund View All
Business AddressValued Advisers Trust(Dana)
ExchangeBATS Exchange
Fund FamilyDana Investment
Fund CategorySmall Growth
Phone855 280 9648
CurrencyUSD - US Dollar
Beta In Three Year1.26
StartdateNovember 3, 2015
Dana Small Cap Equity Fund Inst [DSCIX] is traded in USA and was established December 11, 2019. The fund is listed under Small Growth category and is part of Dana Investment family. Dana Small Cap currently has accumulated 14.97 M in assets under management (AUM) with minimum initial investment of 1000 K. , while the total return for the last 3 years was -4.53%.
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Instrument Allocation

Sector Allocation (%)

Top Fund Constituents

Dana Small Target Price Odds Analysis

Odds Below 10.45HorizonTargetOdds Above 10.45
85.27%30 days 10.45 14.41%
Based on normal probability distribution, the odds of Dana Small to move above current price in 30 days from now is about 14.41 (This Dana Small Cap Equity Fund Inst probability density function shows the probability of Dana Small Fund to fall within a particular range of prices over 30 days) .

Dana Small Cap Risk Profiles

Dana Small Against Markets

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