Small Capitalization Financials
| SSCPX Fund | USD 7.24 0.04 0.55% |
Small |
Please note that past performance is not an indicator of the future performance of Small Capitalization, 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.
Small Capitalization Fund Summary
Small Capitalization competes with T Rowe, Morningstar Unconstrained, and SPACE. The fund will normally invest at least 80 percent of its total assets in common stocks of companies whose stock market capitalizations fall within the range of capitalizations in the Russell 2000 Index. The Russell 2000 Index is reconstituted annually at the midpoint of the calendar year. Under adverse market conditions, the fund may also make temporary investments in investment grade debt securities.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Saratoga Advantage Trust |
| Mutual Fund Family | Saratoga |
| Mutual Fund Category | Small Blend |
| Benchmark | NYSE Composite |
| Phone | 800 807 3863 |
| Currency | USD - US Dollar |
Small Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Small Capitalization's current stock value. Our valuation model uses many indicators to compare Small Capitalization value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Small Capitalization competition to find correlations between indicators driving Small Capitalization's intrinsic value. More Info.Small Capitalization Portfolio is rated second largest fund in price to earning among similar funds. It is rated top fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Small Capitalization Portfolio is roughly 7.50 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Small Capitalization by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Small Capitalization's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Small Capitalization's earnings, one of the primary drivers of an investment's value.Small Capitalization Systematic Risk
Small Capitalization's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Small Capitalization volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Small Capitalization correlated with the market. If Beta is less than 0 Small Capitalization generally moves in the opposite direction as compared to the market. If Small Capitalization Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Small Capitalization is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Small Capitalization is generally in the same direction as the market. If Beta > 1 Small Capitalization moves generally in the same direction as, but more than the movement of the benchmark.
Small Capitalization April 25, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Small Capitalization help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Small Capitalization Portfolio. We use our internally-developed statistical techniques to arrive at the intrinsic value of Small Capitalization Portfolio based on widely used predictive technical indicators. In general, we focus on analyzing Small Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Small Capitalization's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.34 | |||
| Information Ratio | 0.0076 | |||
| Maximum Drawdown | 5.48 | |||
| Value At Risk | (1.96) | |||
| Potential Upside | 2.1 |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Small Capitalization Portfolio. 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 american community survey. You can also try the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.