Small Pany Value Fund Quote

WSMVX Fund  USD 27.00  0.61  2.31%   

Performance

3 of 100

 
Low
 
High
Insignificant

Odds Of Distress

Less than 43

 
100  
 
Zero
Below Average
Small Pany is trading at 27.00 as of the 28th of March 2024; that is 2.31 percent increase since the beginning of the trading day. The fund's open price was 26.39. Small Pany has about a 43 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Small Pany Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of April 2023 and ending today, the 28th of March 2024. Click here to learn more.
The fund invests substantially all of its assets in the common stock of companies with smaller market capitalizations-generally within the range of companies comprising the Russell 2000 Value Index. It invests, generally, in companies with relatively low price to book value ratios, relatively low price to earnings ratios and relatively high dividend yields .. More on Small Pany Value

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 Pany's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Small Pany or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationWilshire Mutual Funds, Large Funds, Small Value Funds, Small Value, Wilshire Mutual Funds (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date30th of April 2023
Fiscal Year EndDecember
Small Pany Value [WSMVX] is traded in USA and was established 28th of March 2024. Small Pany is listed under Wilshire Mutual Funds category by Fama And French industry classification. The fund is listed under Small Value category and is part of Wilshire Mutual Funds family. This fund at this time has accumulated 25.94 M in net assets with no minimum investment requirementsSmall Pany Value is currently producing year-to-date (YTD) return of 0.3% with the current yeild of 0.0%, while the total return for the last 3 years was 4.58%.
Check Small Pany 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 Pany Value 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 Pany Value Mutual Fund Constituents

CATYCathay General BancorpStockFinancials
WNSWNS HoldingsStockInformation Technology
THSTreehouse FoodsStockConsumer Staples
LOBLive Oak BancsharesStockFinancials
HSIIHeidrick Struggles InternationalStockIndustrials
LSCCLattice SemiconductorStockInformation Technology
PWRQuanta ServicesStockIndustrials
More Details

Small Pany Target Price Odds Analysis

Based on a normal probability distribution, the odds of Small Pany jumping above the current price in 90 days from now is near 1%. The Small Pany Value probability density function shows the probability of Small Pany mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Small Pany Value has a beta of -0.1914. This entails as returns on benchmark increase, returns on holding Small Pany are expected to decrease at a much lower rate. During the bear market, however, Small Pany Value is likely to outperform the market. Additionally, small Pany Value has an alpha of 0.0486, implying that it can generate a 0.0486 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 27.0HorizonTargetOdds Above 27.0
99.57%90 days
 27.00 
0.41%
Based on a normal probability distribution, the odds of Small Pany to move above the current price in 90 days from now is near 1 (This Small Pany Value probability density function shows the probability of Small Mutual Fund to fall within a particular range of prices over 90 days) .

Small Pany Value Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Small Pany market risk premium is the additional return an investor will receive from holding Small Pany 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 Pany. 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 Pany's alpha and beta are two of the key measurements used to evaluate Small Pany's performance over the market, the standard measures of volatility play an important role as well.

Small Pany Against Markets

Picking the right benchmark for Small Pany 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 Pany 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 Pany is critical whether you are bullish or bearish towards Small Pany Value at a given time. Please also check how Small Pany'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 Pany 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?

Run Alpha Finder Now

   

Alpha Finder

Use alpha and beta coefficients to find investment opportunities after accounting for the risk
All  Next Launch Module

How to buy Small Mutual Fund?

Before investing in Small Pany, 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 Pany. To buy Small Pany fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Small Pany. 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 Pany fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Small Pany Value 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 Pany Value 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 Pany Value, 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 Pany Value?

The danger of trading Small Pany Value 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 Pany 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 Pany. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Small Pany Value 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 Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Small Pany Value. 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 real.
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.

Complementary Tools for Small Mutual Fund analysis

When running Small Pany's price analysis, check to measure Small Pany's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Small Pany is operating at the current time. Most of Small Pany's value examination focuses on studying past and present price action to predict the probability of Small Pany's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Small Pany's price. Additionally, you may evaluate how the addition of Small Pany to your portfolios can decrease your overall portfolio volatility.
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Money Managers
Screen money managers from public funds and ETFs managed around the world
Stocks Directory
Find actively traded stocks across global markets
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
Portfolio Diagnostics
Use generated alerts and portfolio events aggregator to diagnose current holdings
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated
Bond Analysis
Evaluate and analyze corporate bonds as a potential investment for your portfolios.
Crypto Correlations
Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins
Please note, there is a significant difference between Small Pany's value and its price as these two are different measures arrived at by different means. Investors typically determine if Small Pany is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Small Pany's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.