SMALL Mutual Fund Quote

SSCYX Fund  USD 5.70  0.09  1.60%   
Market Performance
3 of 100
Odds Of Distress
Less than 36
SMALL CAPITALIZATION is trading at 5.70 as of the 4th of February 2023; that is 1.60% increase since the beginning of the trading day. The fund's open price was 5.61. SMALL CAPITALIZATION has about a 36 percent probability of financial distress in the next few years of operation and did not have a very 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 12th of October 2021 and ending today, the 4th of February 2023. Click here to learn more.
ISIN
US8034314935
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. Saratoga Small is traded on NASDAQ Exchange in the United States. More on SMALL CAPITALIZATION PORTFOLIO

SMALL CAPITALIZATION 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 CAPITALIZATION's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding SMALL CAPITALIZATION or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
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 CAPITALIZATION's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong SellOvervalued
Beta In Three Year1.2
Startdate14th of August 2015
SMALL CAPITALIZATION PORTFOLIO [SSCYX] is traded in USA and was established 4th of February 2023. The fund is listed under Small Growth category and is part of Saratoga family. SMALL CAPITALIZATION at this time has accumulated 7.05 M in assets with minimum initial investment of 250. , while the total return for the last 3 years was 0.39%.
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

SMALL CAPITALIZATION Target Price Odds Analysis

Based on a normal probability distribution, the odds of SMALL CAPITALIZATION jumping above the current price in 90 days from now is about 8.24%. The SMALL CAPITALIZATION PORTFOLIO probability density function shows the probability of SMALL CAPITALIZATION mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon SMALL CAPITALIZATION PORTFOLIO has a beta of -0.2465. This usually implies as returns on benchmark increase, returns on holding SMALL CAPITALIZATION are expected to decrease at a much lower rate. During the bear market, however, SMALL CAPITALIZATION PORTFOLIO is likely to outperform the market. Additionally, the company has an alpha of 0.0908, implying that it can generate a 0.0908 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 5.7HorizonTargetOdds Above 5.7
91.62%90 days
 5.70 
8.24%
Based on a normal probability distribution, the odds of SMALL CAPITALIZATION to move above the current price in 90 days from now is about 8.24 (This SMALL CAPITALIZATION PORTFOLIO probability density function shows the probability of SMALL Mutual Fund to fall within a particular range of prices over 90 days) .

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

Picking the right benchmark for SMALL CAPITALIZATION 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 CAPITALIZATION 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 CAPITALIZATION is critical whether you are bullish or bearish towards SMALL CAPITALIZATION PORTFOLIO at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in SMALL CAPITALIZATION 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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Invested in SMALL CAPITALIZATION PORTFOLIO?

The danger of trading SMALL CAPITALIZATION PORTFOLIO 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 CAPITALIZATION 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 CAPITALIZATION. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile SMALL CAPITALIZATION 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.
Additionally, take a look at World Market Map. You can also try Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.

Complementary Tools for analysis

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