Cardinal Small Cap Fund Quote
| CCMSX Fund | USD 14.44 0.00 0.00% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Cardinal Small is trading at 14.44 as of the 28th of November 2024; that is No Change since the beginning of the trading day. The fund's open price was 14.44. Cardinal Small has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Cardinal Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in securities of small capitalization companies. The Adviser defines small capitalization companies as companies with market capitalizations, at the time of acquisition, within the range of market capitalizations of companies constituting the Russell 2000 Index. More on Cardinal Small Cap
Moving against Cardinal Mutual Fund
Cardinal Mutual Fund Highlights
| Thematic Ideas | (View all Themes) |
| Fund Concentration | Cardinal Capital Funds, Large Funds, Small Blend Funds, Small Growth Funds, Large Growth Funds, Small Blend, Cardinal Capital, Large, Small Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Cardinal Small Cap [CCMSX] is traded in USA and was established 28th of November 2024. Cardinal Small is listed under Cardinal Capital category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Cardinal Capital family. The entity is thematically classified as Small Growth Funds. This fund currently has accumulated 25.31 M in assets under management (AUM) with minimum initial investment of 1000 K. Cardinal Small Cap is currently producing year-to-date (YTD) return of 9.18% with the current yeild of 0.01%, while the total return for the last 3 years was 0.07%.
Check Cardinal Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Cardinal Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Cardinal Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Cardinal Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Cardinal Small Cap Mutual Fund Constituents
| TDY | Teledyne Technologies Incorporated | Stock | Industrials | |
| COLB | Columbia Banking System | Stock | Financials | |
| SIX | Six Flags Entertainment | Stock | Consumer Discretionary | |
| KAR | KAR Auction Services | Stock | Industrials | |
| MPW | Medical Properties Trust | Stock | Real Estate | |
| IAC | IAC Inc | Stock | Communication Services | |
| SLGN | Silgan Holdings | Stock | Materials | |
| PACW | PacWest Bancorp | Stock | Financials |
Cardinal Small Cap Risk Profiles
| Mean Deviation | 0.1545 | |||
| Standard Deviation | 0.386 | |||
| Variance | 0.149 | |||
| Risk Adjusted Performance | (0.12) |
Cardinal Small Against Markets
Other Information on Investing in Cardinal Mutual Fund
Cardinal Small financial ratios help investors to determine whether Cardinal 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 Cardinal with respect to the benefits of owning Cardinal Small security.
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