Small Capitalization Portfolio Fund Fundamentals
SSCYX Fund | USD 6.33 0.05 0.78% |
Small Capitalization Portfolio fundamentals help investors to digest information that contributes to Small Capitalization'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 Capitalization'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 Capitalization mutual fund.
Small |
Small Cash Position Weight Analysis
Small Capitalization'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.
Current Small Capitalization Cash Position Weight | 3.43 % |
Most of Small Capitalization'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 Capitalization Portfolio 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 Capitalization Cash Position Weight Component Assessment
In accordance with the recently published financial statements, Small Capitalization Portfolio has 3.43% in Cash Position Weight. This is much higher than that of the Saratoga 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 Capitalization Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Small Capitalization's current stock value. Our valuation model uses many indicators to compare Small Capitalization value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Small Capitalization competition to find correlations between indicators driving Small Capitalization's intrinsic value. More Info.Small Capitalization Portfolio is rated top fund in three year return among similar funds. It is rated top fund in one year return among similar funds reporting about 9.87 of One Year Return per Three Year Return. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Small Capitalization by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Small Capitalization'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 Capitalization's earnings, one of the primary drivers of an investment's value.Small Price To Sales Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Small Capitalization's direct or indirect competition against its Price To Sales 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 Capitalization could also be used in its relative valuation, which is a method of valuing Small Capitalization by comparing valuation metrics of similar companies.Small Capitalization is currently under evaluation in price to sales among similar funds.
Fund Asset Allocation for Small Capitalization
The fund consists of 96.57% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Small Capitalization'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
Price To Earning | 17.37 X | ||||
Price To Book | 2.19 X | ||||
Price To Sales | 1.00 X | ||||
Total Asset | 7.05 M | ||||
Year To Date Return | 7.67 % | ||||
One Year Return | 25.93 % | ||||
Three Year Return | 2.63 % | ||||
Five Year Return | 11.29 % | ||||
Ten Year Return | 5.64 % | ||||
Net Asset | 7.34 M | ||||
Minimum Initial Investment | 250 | ||||
Cash Position Weight | 3.43 % | ||||
Equity Positions Weight | 96.57 % |
About Small Capitalization Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Small Capitalization Portfolio's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Small Capitalization using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Small Capitalization Portfolio 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.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. Under adverse market conditions, the fund may also make temporary investments in investment grade debt securities.
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Check out Small Capitalization Piotroski F Score and Small Capitalization Altman Z Score analysis. You can also try the Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Complementary Tools for Small Mutual Fund analysis
When running Small Capitalization's 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 the 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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