SMALL Fundamentals

SSCYX
 Fund
  

USD 6.11  0.20  3.17%   

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.
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 One Year Return Analysis

SMALL CAPITALIZATION's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About One Year Return | All Equity Analysis

Current SMALL CAPITALIZATION One Year Return

    
  1.99 %  
Most of SMALL CAPITALIZATION's fundamental indicators, such as One Year Return, 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.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Compare to competition

SMALL CAPITALIZATION One Year Return Component Assessment

Based on the recorded statements, SMALL CAPITALIZATION PORTFOLIO has an One Year Return of 1.99%. This is much higher than that of the Saratoga family and significantly higher than that of the Small Growth category. The one year return 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 equity positions weight among similar funds. It is rated top fund in price to book among similar funds fabricating about  0.02  of Price to Book per Equity Positions Weight. The ratio of Equity Positions Weight to Price to Book for SMALL CAPITALIZATION PORTFOLIO is roughly  44.10 . 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.
   Value   
       Instrument Type  

SMALL Fundamentals

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. Saratoga Small is traded on NASDAQ Exchange in the United States.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards SMALL CAPITALIZATION in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, SMALL CAPITALIZATION's short interest history, or implied volatility extrapolated from SMALL CAPITALIZATION options trading.

Currently Active Assets on Macroaxis

Additionally, take a look at SMALL CAPITALIZATION Piotroski F Score and SMALL CAPITALIZATION Altman Z Score analysis. You can also try Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..

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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.