Small Pany Fund Cash Position Weight

FOSBX Fund  USD 30.70  0.67  2.23%   
Small Pany Fund fundamentals help investors to digest information that contributes to Small Pany's financial success or failures. It also enables traders to predict the movement of Small Mutual Fund. The fundamental analysis module provides a way to measure Small Pany's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Small Pany mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Small Cash Position Weight Analysis

Small Pany's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.

Cash Percentage

 = 

% of Cash

in the fund

More About Cash Position Weight | All Equity Analysis

Current Small Pany Cash Position Weight

    
  2.55 %  
Most of Small Pany's fundamental indicators, such as Cash Position Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Small Pany Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Competition

Small Pany Cash Position Weight Component Assessment

In accordance with the recently published financial statements, Small Pany Fund has 2.55% in Cash Position Weight. This is much higher than that of the Tributary Funds family and significantly higher than that of the Small Blend category. The cash position weight for all United States funds is notably lower than that of the firm.

Small Cash Position Weight Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Small Pany's direct or indirect competition against its Cash Position Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Small Pany could also be used in its relative valuation, which is a method of valuing Small Pany by comparing valuation metrics of similar companies.
Small Pany is currently under evaluation in cash position weight among similar funds.

Fund Asset Allocation for Small Pany

The fund consists of 97.45% investments in stocks, with the rest of investments allocated between different money market instruments.
Asset allocation divides Small Pany's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

Small Fundamentals

About Small Pany Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Small Pany Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Small Pany using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Small Pany Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Under normal market conditions, the Advisor intends to invest at least 80 percent of its assets in common stocks and securities that can be converted into common stocks, such as convertible bonds, convertible preferred stocks, options, and rights, of companies with small market capitalization. A companys market capitalization is generally considered small if it is less than 6 billion.

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.

Try AI Portfolio Architect
Check out Small Pany Piotroski F Score and Small Pany Altman Z Score analysis.
Note that the Small Pany Fund information on this page should be used as a complementary analysis to other Small Pany's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.

Complementary Tools for Small Mutual Fund analysis

When running Small Pany's price analysis, check to measure Small Pany'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 Pany is operating at the current time. Most of Small Pany's value examination focuses on studying past and present price action to predict the probability of Small Pany'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 Pany's price. Additionally, you may evaluate how the addition of Small Pany to your portfolios can decrease your overall portfolio volatility.
Portfolio Dashboard
Portfolio dashboard that provides centralized access to all your investments
Price Exposure Probability
Analyze equity upside and downside potential for a given time horizon across multiple markets
Money Flow Index
Determine momentum by analyzing Money Flow Index and other technical indicators
Options Analysis
Analyze and evaluate options and option chains as a potential hedge for your portfolios
Technical Analysis
Check basic technical indicators and analysis based on most latest market data
Companies Directory
Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals
Cryptocurrency Center
Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
Investing Opportunities
Build portfolios using our predefined set of ideas and optimize them against your investing preferences
Watchlist Optimization
Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated
Portfolio Comparator
Compare the composition, asset allocations and performance of any two portfolios in your account
Please note, there is a significant difference between Small Pany's value and its price as these two are different measures arrived at by different means. Investors typically determine if Small Pany is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Small Pany'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.