SWMC Small Fundamental Relationships

IE00B3X68X40 -- Ireland Fund  

EUR 147.69  1.04  0.70%

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 Equity Positions Weight vs. Bond Positions Weight Fundamental Analysis

SWMC Small Cap European A EUR is currently considered the top fund in bond positions weight among similar funds. It is currently considered the top fund in equity positions weight among similar funds making about  7.14  of Equity Positions Weight per Bond Positions Weight.
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.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
SWMC Small 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
=
54.77 %
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.

SWMC Small Cap Equity Positions Weight Comparison

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