Small Capitalization Portfolio Fund Quote

SSCCX Fund  USD 1.09  0.01  0.93%   

Performance

7 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Small Capitalization is trading at 1.09 as of the 13th of July 2024; that is 0.93 percent increase since the beginning of the trading day. The fund's open price was 1.08. Small Capitalization has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Small Capitalization Portfolio are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 13th of June 2024 and ending today, the 13th of July 2024. Click here to learn more.
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. More on Small Capitalization Portfolio

Moving together with Small Mutual Fund

  0.61SABCX Salient Alternative BetaPairCorr

Small Mutual Fund Highlights

Fund ConcentrationSaratoga Funds, Large Funds, Small Blend Funds, Small Blend, Saratoga (View all Sectors)
Update Date30th of June 2024
Small Capitalization Portfolio [SSCCX] is traded in USA and was established 13th of July 2024. Small Capitalization is listed under Saratoga category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Saratoga family. This fund at this time has accumulated 7.34 M in assets with no minimum investment requirementsSmall Capitalization is currently producing year-to-date (YTD) return of 3.96%, while the total return for the last 3 years was 1.82%.
Check Small Capitalization 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 Capitalization Portfolio 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 Capitalization Portfolio Mutual Fund Constituents

APPFAppfolioStockInformation Technology
VRTSVirtus Investment PartnersStockFinancials
BTUPeabody Energy CorpStockEnergy
PFGCPerformance Food GroupStockConsumer Staples
OFIXOrthofix MedicalStockHealth Care
EFCEllington Financial LLCStockFinancials
COHRCoherentStockInformation Technology
AINAlbany InternationalStockIndustrials
More Details

Small Capitalization Risk Profiles

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

Small Capitalization Against Markets

Other Information on Investing in Small Mutual Fund

Small Capitalization financial ratios help investors to determine whether Small Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Small with respect to the benefits of owning Small Capitalization security.
Equity Search
Search for actively traded equities including funds and ETFs from over 30 global markets
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities
Idea Breakdown
Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated