Ultra-small Company Mutual Fund Money Managers
| BRSIX Fund | USD 11.12 0.16 1.46% |
Break down of Ultra-small Company's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Ultra-small Company's future under-performance.
| John Montgomery Executive Fund Manager |
| More |
Ultra-small |
Ultra-small Company Net Asset Comparison
Ultra Small Pany Market is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Value category is currently estimated at about 6.23 Billion. Ultra-small Company holds roughly 184.79 Million in net asset claiming about 2.97% of funds listed under Small Value category.
Ultra-small Company Benchmark Summation
Operator |
The output start index for this execution was zero with a total number of output elements of sixty-one. Ultra-small Company Price Series Summation is a cross summation of Ultra-small Company price series and its benchmark/peer.
Ultra-small Company Stakeholder
| John Montgomery | Fund Manager | Profile |
About Ultra-small Company Management Performance
The success or failure of an entity such as Ultra-small Company often depends on how effective the management is. Ultra-small Company management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Ultra-small management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Ultra-small management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund invests at least 80 percent of its net assets in ultra-small company stocks based on company size at the time of purchase. It aims to achieve its objective by approximating the total return of the CRSP Cap-Based Portfolio 10 Index published by the Center for Research in Security Prices, LLC , an affiliate of the University of Chicago over longer time periods. The Adviser invests in a representative sample of the companies included in the index.
Please note that past performance is not an indicator of the future performance of Ultra-small Company, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Ultra Small Pany Market. 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 gross domestic product. You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.