SWMC Small Fundamental Relationships

IE00B3X68X40 -- Ireland Fund  

EUR 139.41  3.40  2.38%

The Drivers Module shows relationships between SWMC Small's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of SWMC Small Cap European A EUR over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

SWMC Small Cap Bond Positions Weight vs. Cash Position Weight Fundamental Analysis

SWMC Small Cap European A EUR is currently considered the top fund in cash position weight among similar funds. It is currently considered the top fund in bond positions weight among similar funds creating about  0.20  of Bond Positions Weight per Cash Position Weight. The ratio of Cash Position Weight to Bond Positions Weight for SWMC Small Cap European A EUR is roughly  4.90 
Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
SWMC Small 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
37.56%
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
SWMC Small 
Bond Percentage 
 = 
% of Bonds 
 
in the fund 
=
7.67%
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.

SWMC Small Cap Bond Positions Weight Comparison

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