Small Cap Financials

ASVYX Fund  USD 10.95  0.24  2.24%   
You can exercise Small Cap fundamental data analysis to find out if markets are presently mispricing the entity. We have analyzed and interpolated thirteen available drivers for Small Cap Value, which can be compared to its competition. Please use Small Cap year to date return, as well as the relationship between the five year return and last dividend paid to make a decision on whether Small Cap Value is priced fairly. The fund experiences an unexpected upward trend. Watch out for market signals. Check odds of Small Cap to be traded at $13.14 in 90 days.
With this module, you can analyze Small financials for your investing period. You should be able to track the changes in Small Cap individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
  
Understanding current and past Small Cap Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Small Cap's financial statements are interrelated, with each one affecting the others. For example, an increase in Small Cap's assets may result in an increase in income on the income statement.
Evaluating Small Cap's financials involves analyzing a range of financial metrics and ratios to gain insights into the company's financial health and performance. However, considering all of Small Cap's profitability, liquidity ratios, and efficiency indicators at the same time could be an enormous task, and our Financial Distress score can provide you with a snapshot of the Small Cap's relative financial performance

Chance Of Distress

Less than 40

 
100  
 
Zero
Below Average
Small Cap Value has less than 40 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Small Cap mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity.
More Info
The data published in Small Cap's official financial statements usually reflect Small Cap's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Small Cap Value. For example, before you start analyzing numbers published by Small accountants, it's critical to develop an understanding of what Small Cap's liquidity, profitability, and earnings quality are in the context of the American Century Investments space in which it operates.
Please note that past performance is not an indicator of the future performance of Small Cap, 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 Cap Company Summary

Small Cap competes with USCF Gold, Mid Cap, Emerging Markets, Diversified Bond, and Short Term. Under normal market conditions, the portfolio managers will invest at least 80 percent of the funds net assets in small cap companies. The portfolio managers consider small cap companies to include those with market capitalizations no larger than that of the largest company in the SP Small Cap 600 Index or the Russell 2000 Index.
Specialization
Small Value, Large
InstrumentUSA Mutual Fund View All
ExchangeNMFQS Exchange
Business AddressAmerican Century Capital
Mutual Fund FamilyAmerican Century Investments
Mutual Fund CategorySmall Value
BenchmarkNYSE Composite
Phone800 345 2021
CurrencyUSD - US Dollar
You should never invest in Small Cap without having analyzed its financial statements. Do not rely on someone else's analysis or guesses about the future performance of Small Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Small Cap's financial statements can give you an edge over other investors and help to ensure that your investments perform well for you.

Small Cap Key Financial Ratios

Generally speaking, Small Cap's financial ratios allow both analysts and investors to convert raw data from Small Cap's financial statements into concise, actionable information that can be used to evaluate the performance of Small Cap over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Small Cap Value reports annually and quarterly.

Small Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Small Cap's current stock value. Our valuation model uses many indicators to compare Small Cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Small Cap competition to find correlations between indicators driving Small Cap's intrinsic value. More Info.
Small Cap Value is the top fund in three year return among similar funds. It is the top fund in annual yield among similar funds . The ratio of Three Year Return to Annual Yield for Small Cap Value is about  260.52 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Small Cap by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Small Cap'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 Cap's earnings, one of the primary drivers of an investment's value.

Small Cap Value Systematic Risk

Small Cap's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Small Cap 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Small Cap Value correlated with the market. If Beta is less than 0 Small Cap generally moves in the opposite direction as compared to the market. If Small Cap Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Small Cap Value is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Small Cap is generally in the same direction as the market. If Beta > 1 Small Cap moves generally in the same direction as, but more than the movement of the benchmark.

About Small Cap Financials

What exactly are Small Cap Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Small Cap's income statement, its balance sheet, and the statement of cash flows. Potential Small Cap investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Small Cap investors may use each financial statement separately, they are all related. The changes in Small Cap's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Small Cap's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.

Steps to analyze Small Cap Financials for Investing

There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines you should consider when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase yearly due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt-to-equity ratio because this number will tell you how much risk it has. If a company such as Small Cap is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to determine if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that the net revenue of Small has grown by more than 25% over the last five years, then there is a good chance that it will continue growing by at least 20% or more each year. On the other hand, if you see that net revenue has only increased by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it.
In summary, you can determine if Small Cap's financials are consistent with your investment objective using the following steps:
  • Review Small Cap's balance sheet accounts, such as liabilities and equity, to understand its overall financial position.
  • Analyze the income statement and examine the company's revenue, expenses, and profits over time to determine its financial performance.
  • Study the cash flow inflows and outflows to understand Small Cap's liquidity and solvency.
  • Look at the growth rates in revenue, earnings, and cash flow over time to determine its potential for future growth.
  • Compare Small Cap's financials to those of its peers to see how it stacks up and identify any potential red flags.
  • Use valuation ratios to evaluate the company's financials using commonly used ratios such as the price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and enterprise value-to-earnings before interest, taxes, depreciation, and amortization (EV/EBITDA) ratio to determine if Small Cap's stock is overvalued or undervalued.
Remember, these are just guidelines and should not be the only basis for investment decisions. It is always important to analyze the leading stock market indicators., conduct additional research and seek professional advice if needed. Small Cap Value is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Value category is currently estimated at about 61.46 Billion. Small Cap holds roughly 1.59 Billion in net asset claiming about 2.58% of funds listed under Small Value category.

Small Cap March 28, 2024 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Small Cap help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Small Cap Value. We use our internally-developed statistical techniques to arrive at the intrinsic value of Small Cap Value 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 Cap's daily price indicators and compare them against related drivers.
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 Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.

Complementary Tools for Small Mutual Fund analysis

When running Small Cap's 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 the 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.
CEOs Directory
Screen CEOs from public companies around the world
Equity Valuation
Check real value of public entities based on technical and fundamental data
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Top Crypto Exchanges
Search and analyze digital assets across top global cryptocurrency exchanges
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
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 if Small Cap is a good investment 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.