Small Cap Value Fund Analysis

Small Mutual Fund Analysis Notes

The fund generated five year return of 10.0%. Small Cap Value holds 99.14% of assets under management (AUM) in equities. This fund last dividend was 0.01 per share. Large For more info on Small Cap Value please contact the company at 800-345-2021.

Small Cap Value Investment Alerts

Small Market Capitalization

The company currently falls under '' category with a current market capitalization of 0. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Small Cap's market, we take the total number of its shares issued and multiply it by Small Cap's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Top Small Cap Value Mutual Fund Constituents

Technical Drivers

As of the 23rd of April, Small Cap has the Coefficient Of Variation of 2301.4, risk adjusted performance of 0.0312, and Semi Deviation of 1.25. Small Cap technical analysis provides you with a way to harness past market data to determine a pattern that measures the direction of the fund's future prices. In other words, you can use this information to find out if the fund will indeed mirror its model of past prices and volume data, or the prices will eventually revert. We have analyzed and interpolated nineteen technical drivers for Small Cap Value, which can be compared to its competition. Please validate Small Cap Value jensen alpha, semi variance, and the relationship between the standard deviation and value at risk to decide if Small Cap is priced more or less accurately, providing market reflects its prevalent price of 10.47 per share.

Small Cap Value Price Movement Analysis

Small Cap Predictive Daily Indicators

Small Cap Forecast Models

Small Cap's time-series forecasting models are one of many Small Cap's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Small Cap's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Small Cap prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Small shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as Small Cap. By using and applying Small Mutual Fund analysis, traders can create a robust methodology for identifying Small entry and exit points for their positions.

Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Small Cap Value. 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 manufacturing. You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.