Small Company Mutual Fund Money Managers
| FOSBX Fund | USD 29.63 0.38 1.30% |
Break down of 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 Small Company's future under-performance.
| Mark Wynegar Executive Fund Manager |
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Small |
Small Company Net Asset Comparison
Small Pany Fund is one of the top funds in net asset among similar funds. Total Asset Under Management (AUM) of Small Blend category is currently estimated at about 13.02 Billion. Small Company holds roughly 701.58 Million in net asset claiming about 5% of funds listed under Small Blend category.
Small Pany Fund Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Small Pany Fund Price Series Summation is a cross summation of Small Company price series and its benchmark/peer.
Small Company Stakeholder
| Mark Wynegar | Fund Manager | Profile |
About Small Company Management Performance
The success or failure of an entity such as Small Pany Fund often depends on how effective the management is. 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 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 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.
Under normal market conditions, the Advisor intends to invest at least 80 percent of its assets in common stocks and securities that can be converted into common stocks, such as convertible bonds, convertible preferred stocks, options, and rights, of companies with small market capitalization. A companys market capitalization is generally considered small if it is less than 6 billion.
Please note that past performance is not an indicator of the future performance of 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 Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Small Pany Fund. 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 bureau of labor statistics. Note that the Small Pany Fund information on this page should be used as a complementary analysis to other Small Company'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 Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.