Small Cap Value Fund Analysis

ACSCX Fund  USD 9.98  0.14  1.38%   
Small Cap Value is fairly valued with Real Value of 10.07 and Hype Value of 9.98. The main objective of Small Cap fund analysis is to determine its intrinsic value, which is an estimate of what Small Cap Value is worth, separate from its market price. There are two main types of Small Mutual Fund analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic stability of Small Cap Value. On the other hand, technical analysis, focuses on the price and volume data of Small Mutual Fund to identify patterns and trends that may indicate its future price movements.
The Small Cap mutual fund is traded in the USA on NMFQS Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA.
  
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Small Cap Value. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators.

Small Mutual Fund Analysis Notes

The fund generated five year return of 10.0%. Small Cap Value holds 99.14% of assets under management (AUM) in equities. Large For more info on Small Cap Value please contact the company at 800-345-2021.

Small Cap Value Investment Alerts

Small Cap Value generated a negative expected return over the last 90 days
The fund generated three year return of 0.0%
Small Cap Value holds 99.14% of its assets under management (AUM) in equities

Small Market Capitalization

The company currently falls under '' category with a current market capitalization of 0. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Small Cap's market, we take the total number of its shares issued and multiply it by Small Cap's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Top Small Cap Value Mutual Fund Constituents

MTXMinerals TechnologiesStockIT
THGThe Hanover InsuranceStockInsurance Providers
PRAProAssuranceStockProperty & Casualty Insurance
PINCPremierStockHealth Care Providers & Services
HOMBHome BancSharesStockRegional Banks
PAGPenske Automotive GroupStockAutomotive Retail
VRVREtfMillennials Best
FNBFNB CorpStockRegional Banks
BDCBelden IncStockSteel Works Etc
TCBITexas Capital BancsharesStockRegional Banks
FHBFirst HawaiianStockRegional Banks
TDCTeradata CorpStockSystems Software
EVCEntravision CommunicationsStockAdvertising
RNRRenaissancere HoldingsStockReinsurance
EPCEdgewell Personal CareStockHousewares
CODICompass Diversified HoldingsStockMulti-Sector Holdings
NPOEnpro IndustriesStockRubber and Plastic Products
COHRCoherentStockTech Growth
OZKBank OzkStockRegional Banks
JRVRJames River GroupStockProperty & Casualty Insurance
GPKGraphic Packaging HoldingStockShipping Containers
AXSAXIS Capital HoldingsStockInsurance
TKRTimken CompanyStockHousewares
ARESAres Management LPStockAsset Management & Custody Banks
SPBSpectrum Brands HoldingsStockElectrical Equipment
AVTAvnet IncStockWholesale
CSWICSW IndustrialsStockBuilding Products
SLGNSilgan HoldingsStockShipping Containers

Technical Drivers

As of the 18th of June 2024, Small Cap has the Coefficient Of Variation of 26423.81, risk adjusted performance of 0.0061, and Semi Deviation of 1.11. Small Cap technical analysis provides you with a way to harness past market data to determine a pattern that measures the direction of the fund's future prices.

Small Cap Value Price Movement Analysis

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The output start index for this execution was thirteen with a total number of output elements of fourty-eight. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Small Cap middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Small Cap Value. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.

Small Cap Predictive Daily Indicators

Small Cap intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Small Cap mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Small Cap Forecast Models

Small Cap's time-series forecasting models are one of many Small Cap's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Small Cap's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About Small Mutual Fund Analysis

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Small Cap prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Small shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as Small Cap. By using and applying Small Mutual Fund analysis, traders can create a robust methodology for identifying Small entry and exit points for their positions.
Under normal market conditions, the portfolio managers will invest at least 80 percent of the funds net assets in small cap companies. The portfolio managers consider small cap companies to include those with market capitalizations no larger than that of the largest company in the SP Small Cap 600 Index or the Russell 2000 Index.

Be your own money manager

As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our mutual fund analysis tools, you can find out how much better you can do when adding Small Cap to your portfolios without increasing risk or reducing expected return.

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Analyst Advice

Analyst recommendations and target price estimates broken down by several categories
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Other Information on Investing in Small Mutual Fund

Small Cap financial ratios help investors to determine whether Small Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Small with respect to the benefits of owning Small Cap security.
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