Fam Small is trading at 29.98 as of the 1st of December 2024; that is 0.17% increase since the beginning of the trading day. The fund's open price was 29.93. Fam Small has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Fam Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 12th of December 2022 and ending today, the 1st of December 2024. Click here to learn more.
The investment advisor employs a value approach in making its common stock selections. It invests at least 80 percent of its net assets plus the amount of any borrowings for investment purposes in securities of small-cap companies. The investment advisor considers small-cap companies to be those issuers that, at the time of initial purchase, have a market capitalization that is within or below the range of companies in the Russell 2000 Index as of the latest reconstitution.. More on Fam Small Cap
Fam Small Cap [FAMFX] is traded in USA and was established 1st of December 2024. Fam Small is listed under FAM category by Fama And French industry classification. The fund is listed under Small Growth category and is part of FAM family. This fund currently has accumulated 328.75 M in assets under management (AUM) with minimum initial investment of 500. Fam Small Cap is currently producing year-to-date (YTD) return of 19.96%, while the total return for the last 3 years was 8.3%.
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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 Fam 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 Fam 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 Fam 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.
Fam Small financial ratios help investors to determine whether Fam 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 Fam with respect to the benefits of owning Fam Small security.