Small Mutual Fund Quote

Mutual Funds . USA . 
Fund . Small Cap Core
SCRYX Fund  USD 11.35  0.31  2.66%   

Market Performance

0 of 100

Odds Of Distress

Less than 40

Small Cap is trading at 11.35 as of the 23rd of March 2023; that is -2.66 percent decrease since the beginning of the trading day. The fund's open price was 11.66. Small Cap has about a 40 percent probability of financial distress in the next few years of operation and has generated negative returns over the last 90 days. Equity ratings for Small Cap Core are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of April 2021 and ending today, the 23rd of March 2023. Click here to learn more.
ISIN
US0855677664
The Portfolio invests, under normal circumstances, at least 80 percent of its net assets in equity securities of small-capitalization companies or other securities or instruments with similar economic characteristics, including derivatives related to equity securities. More on Small Cap Core

Moving together with Small Cap

+0.99NAESXVANGUARD SMALL-CAP INDEXPairCorr
+0.95VSCIXVANGUARD SMALL-CAP INDEXPairCorr
+1.0VSCPXVANGUARD SMALL-CAP INDEXPairCorr
+1.0VSMAXVANGUARD SMALL-CAP INDEXPairCorr
+0.99FSSNXFIDELITY SMALL CAPPairCorr
+0.94DFSTXUS SMALL CAPPairCorr
+0.94PRSVXT ROWE PRICEPairCorr
+0.99PRVIXT ROWE PRICEPairCorr
+0.99PASVXT ROWE PRICEPairCorr
+0.94TRZVXT Rowe PricePairCorr
+0.63FSMMXFS Multi-Strategy AltPairCorr
+0.85BTMPXIShares MSCI EAFEPairCorr
+0.87BTMKXBlackRock InternationalPairCorr
+0.85MDIIXBlackRock Intern IndexPairCorr
+0.92MLPNXOPPENHEIMER STEELPATH MLPPairCorr
+0.88SPMJXInvesco SteelPath MLPPairCorr

Small Cap 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 Cap's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Small Cap or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fama & French Classification
Small Cap Core
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Macroaxis Advice
The buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Small Cap's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
HoldOvervalued
Startdate1st of January 2020
Small Cap Core [SCRYX] is traded in USA and was established 23rd of March 2023. The fund is listed under Small Blend category and is part of AllianceBernstein family. Small Cap Core at this time has accumulated 686.96 M in assets with no minimum investment requirements, while the total return for the last 3 years was -0.54%.
Check Small Cap 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 Cap Core 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 Cap Core Mutual Fund Constituents

MCMoelis CoStockFinancials
NTBBank Of NTStockFinancials
CNOCNO Financial GroupStockFinancials
TDOCTeladocStockHealth Care
HOMBHome BancSharesStockFinancials
MMSMaximusStockInformation Technology
SAIASaia IncStockIndustrials
More Details

Small Cap Target Price Odds Analysis

Based on a normal probability distribution, the odds of Small Cap jumping above the current price in 90 days from now is about 91.74%. The Small Cap Core probability density function shows the probability of Small Cap mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.3266. This usually implies as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Small Cap will likely underperform. Additionally, the company has an alpha of 0.0432, implying that it can generate a 0.0432 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 11.35HorizonTargetOdds Above 11.35
8.15%90 days
 11.35 
91.74%
Based on a normal probability distribution, the odds of Small Cap to move above the current price in 90 days from now is about 91.74 (This Small Cap Core probability density function shows the probability of Small Mutual Fund to fall within a particular range of prices over 90 days) .

Small Cap Core Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Small Cap market risk premium is the additional return an investor will receive from holding Small Cap 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 Cap. 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 Cap's alpha and beta are two of the key measurements used to evaluate Small Cap's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation1.11
Standard Deviation1.37
Variance1.87
Risk Adjusted Performance(0.006362)

Small Cap Against Markets

Picking the right benchmark for Small Cap 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 Cap 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 Cap is critical whether you are bullish or bearish towards Small Cap Core at a given time.
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Be your own money manager

Our tools can tell you how much better you can do entering a position in Small Cap 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.

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How to buy Small Mutual Fund?

Before investing in Small Cap, 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 Cap. To buy Small Cap fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Small Cap. 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 Cap fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Small Cap Core 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 Cap Core 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 Cap Core, 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, 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. 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. For more information on how to buy Small Mutual Fund please use our How to Invest in Small Cap guide.

Already Invested in Small Cap Core?

The danger of trading Small Cap Core 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 Cap 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 Cap. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Small Cap Core 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 World Market Map. For more information on how to buy Small Mutual Fund please use our How to Invest in Small Cap guide. You can also try Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.

Complementary Tools for analysis

When running Small Cap Core price analysis, check to measure Small Cap'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 Cap is operating at the current time. Most of Small Cap's value examination focuses on studying past and present price action to predict the probability of Small Cap's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Small Cap's price. Additionally, you may evaluate how the addition of Small Cap to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Small Cap's value and its price as these two are different measures arrived at by different means. Investors typically determine Small Cap value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Small Cap'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.
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