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By Vlad Skutelnik

February 11, 2019

The Top 5 Small Blend stocks to own in March 2019

This list of potential positions covers Funds with small to mid capitalization growth and value assets. Fund or Etfs that invest in stocks of small to mid-sized entities that have characteristics of both growth and value companies in USA. Please note, we provide buy hold or sell recommendation only in the context of selected investment horizon assuming investor has average attitude towards taking risk. Please also consider using Portfolio Positions Ratings and Equity Ratings tools to further calibrate your research.


Bullfinch Greater Western New York (BWNYX)

Bullfinch Greater Western New York [BWNYX] is traded in USA and was established February 20, 2019. The fund is listed under Mid-Cap Blend category and is part of Bullfinch family. The entity is thematically classified as Small Blend. Bullfinch Greater currently has accumulated 727.64K in assets under management (AUM) with minimum initial investment of 2.5K. Bullfinch Greater shows prevailing Real Value of $24.03 per share. The current price of the fund is $22.53. At this time the entity appears to be undervalued. We determine the value of Bullfinch Greater from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point assets prices and their ongoing real values will blend.

Glenmede Quantitative US Small Cap Eq (GQSCX)

Glenmede Quantitative US Small Cap Eq [GQSCX] is traded in USA and was established February 20, 2019. The fund is listed under Small Blend category and is part of Glenmede family. The entity is thematically classified as Small Blend. Glenmede Quantitative currently has accumulated 1.39M in assets under management (AUM) with minimum initial investment of 0. The investment seeks maximum long-term total return consistent with reasonable risk to principal. Glenmede Quantitative is traded on NASDAQ Stock Exchange in USA.

William Blair Small Mid Cap Value N (BSMNX)

William Blair Small Mid Cap Value N [BSMNX] is traded in USA and was established February 20, 2019. The fund is listed under Small Blend category and is part of William Blair family. The entity is thematically classified as Small Blend. William Blair Small currently has accumulated 1.79M in assets under management (AUM) with minimum initial investment of 2.5K. , while the total return for the last 3 years was 16.89%. William Blair Small maintains prevalent Real Value of $11.39 per share. The last-minute price of the fund is $10.71. At this time the fund appears to be undervalued. We determine the value of William Blair Small from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage to purchase undervalued securities and to sell overvalued securities since at some point equities prices and their ongoing real values will grow together.

Legg Mason Small Cap Quality Value ETF (SQLV)

Legg Mason Small Cap Quality Value ETF [SQLV] is traded in USA and was established 2017-07-12. The fund is listed under Small Blend category and is part of Legg Mason family. The entity is thematically classified as Small Blend. Legg Mason Small at this time have 6.72M in assets. , while the total return for the last year was -1.72%. Legg Mason competes with IQ Chaikin, JHancock Multifactor, iShares Morningstar, SPDR SSGA, JPMorgan Divers, VictoryShares, USAA MSCI, Inspire SmallMid, and DeltaShares. The investment seeks to track the investment results of an index composed of equity securities of small-capitalization companies that are traded in the United States. Legg Mason is traded on NASDAQ General Markets in USA.

Sterling Capital SMID OpportunitiesInstl (SMDOX)

Sterling Capital SMID OpportunitiesInstl [SMDOX] is traded in USA and was established February 20, 2019. The fund is listed under Mid-Cap Blend category and is part of Sterling Capital Funds family. The entity is thematically classified as Small Blend. Sterling Capital SMID at this time has accumulated 8.34M in assets with minimum initial investment of 1000K. Sterling Capital SMID has current Real Value of $11.64 per share. The regular price of the fund is $11.9. At this time the fund appears to be overvalued. We determine the value of Sterling Capital SMID from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to buy undervalued stocks and to dispose of overvalued stocks since at some point securities prices and their ongoing real values will draw towards each other. Sterling Capital competes with Vanguard Mid, Vanguard Mid, Vanguard Extended, Vanguard Extended, DFA US, Fidelity Extended, JPMorgan Mid, JPMorgan Mid, and JPMorgan Mid. The fund normally invests principally in equity securities and will invest at least 80 percent of its net assets plus borrowings for investment purposes in the securities of small or middle capitalization companies. Sterling Capital is traded on NASDAQ Stock Exchange in USA.

Current 5 Small Blend Recommendations

Competition Technical Indicators

Mean
Deviation
Jensen
Alpha
Sortino
Ratio
Treynor
Ratio
Semi
Deviation
Information
Ratio
Expected
Shortfall
Potential
Upside
Value
At Risk
Maximum
Drawdown
 1.09  0.12  0.03  11.87  1.53  0.0283 (1.17)  1.56 (2.37)  9.41 
 1.07  0.21  0.08 (2.59)  1.60  0.08 (1.12)  1.57 (2.37)  9.40 
 0.99  0.27  0.11 (10.65)  1.38  0.12 (1.10)  1.54 (1.94)  9.44 
 1.02  0.33  0.14 (8.79)  1.20  0.15 (1.09)  1.79 (1.75)  9.13 
 1.00  0.33  0.14 (8.40)  1.24  0.15 (1.05)  1.70 (1.76)  9.12 
 0.99  0.13  0.03 (0.83)  1.24  0.0337 (0.99)  1.77 (2.09)  6.79 
 1.03  0.29  0.14  0.98  1.23  0.15 (1.13)  1.80 (1.76)  9.19 
 0.93  0.18  0.05 (3.83)  1.50  0.06 (0.96)  1.39 (1.64)  8.48 
 0.77  0.16  0.09  0.71  0.98  0.1 (0.78)  1.36 (1.61)  5.49 
 0.66  0.16  0.09  0.84  0.88  0.11 (0.69)  1.37 (1.57)  3.80 

About Contributor

Vlad Skutelnik
   Vlad Skutelnik is a Macroaxis Contributor. Vlad covers stocks, funds, cryptocurrencies, and ETFs that are traded in North America focusing primarily on fundamentals, valuation and market volatility. He has many years of experience in fintech, predictive investment analytics, and risk management. View Profile
This story should be regarded as informational only and should not be considered as solicitation to sell or buy any financial products. Macroaxis does not express any opinion as to the present or future value of any investments referred to in this post. This post may not be reproduced without the consent of Macroaxis LLC. Macroaxis LLC and Vlad Skutelnik do not own shares of Macroaxis. Please refer to our Terms of Use for any information regarding our disclosure principles.

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