Small Capitalization Portfolio Fund Filter Stocks by Fundamentals
| SSCYX Fund | USD 6.05 0.01 0.17% |
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.
Small |
Did you try this?
Run Price Ceiling Movement Now
Price Ceiling MovementCalculate and plot Price Ceiling Movement for different equity instruments |
| All Next | Launch Module |
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 | 2.50 % | ||||
| One Year Return | 18.50 % | ||||
| Three Year Return | 1.12 % | ||||
| Five Year Return | 9.92 % | ||||
| 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.
Currently Active Assets on Macroaxis
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Small Capitalization Portfolio. 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 Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.