Small Cap Financials
| AMAJX Fund | USD 10.55 0.07 0.66% |
Small |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Small Cap Fund Summary
Small Cap competes with Mid Cap, Equity Growth, Income Growth, Diversified Bond, and Emerging Markets. Under normal market conditions, the managers will invest at least 80 percent of the funds net assets in small cap companies. The 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. In selecting stocks for the fund, the managers look for equity securities of smaller companies whose stock price may not reflect the companys value, with a focus on companies with a favorable income-paying history that have prospects for income payments to continue or increase.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | American Century Investments |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
| Currency | USD - US Dollar |
Small Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Small Cap's current stock value. Our valuation model uses many indicators to compare Small Cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Small Cap competition to find correlations between indicators driving Small Cap's intrinsic value. More Info.Small Cap Dividend is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 1,077 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Small Cap's earnings, one of the primary drivers of an investment's value.Small Cap Dividend Systematic Risk
Small Cap's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Small Cap volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Small Cap Dividend correlated with the market. If Beta is less than 0 Small Cap generally moves in the opposite direction as compared to the market. If Small Cap Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Small Cap Dividend is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Small Cap is generally in the same direction as the market. If Beta > 1 Small Cap moves generally in the same direction as, but more than the movement of the benchmark.
Small Cap December 20, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Small Cap help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Small Cap Dividend. We use our internally-developed statistical techniques to arrive at the intrinsic value of Small Cap Dividend based on widely used predictive technical indicators. In general, we focus on analyzing Small Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Small Cap's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.0 | |||
| Information Ratio | (0.02) | |||
| Maximum Drawdown | 9.66 | |||
| Value At Risk | (1.51) | |||
| Potential Upside | 1.59 |
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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