Mesirow Financial Small Fund Quote
| MSVVX Fund | USD 14.42 0.01 0.07% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Mesirow Financial is trading at 14.42 as of the 29th of November 2024; that is 0.07 percent up since the beginning of the trading day. The fund's open price was 14.41. Mesirow Financial has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Mesirow Financial Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in securities of small companies. It invests mainly in common stocks, but it may also invest in ETFs. The fund may invest in cash or money market instruments for the purpose of meeting redemption requests or making other anticipated cash payments.. More on Mesirow Financial Small
Moving together with Mesirow Mutual Fund
| 1.0 | MSVIX | Mesirow Financial Small | PairCorr |
| 0.83 | MFHVX | Mesirow Financial High | PairCorr |
| 0.84 | MFHIX | Mesirow Financial High | PairCorr |
| 0.95 | VSMAX | Vanguard Small Cap | PairCorr |
Moving against Mesirow Mutual Fund
Mesirow Mutual Fund Highlights
| Thematic Idea | Money Funds (View all Themes) |
| Fund Concentration | Mesirow Funds, Large Funds, Small Blend Funds, Money Funds, Small Blend, Mesirow, Large, Small Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of January 2023 |
| Fiscal Year End | September |
Mesirow Financial Small [MSVVX] is traded in USA and was established 29th of November 2024. Mesirow Financial is listed under Mesirow category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Mesirow family. The entity is thematically classified as Money Funds. This fund now has accumulated 27.17 M in assets with minimum initial investment of 5 K. Mesirow Financial Small is currently producing year-to-date (YTD) return of 21.1% with the current yeild of 0.0%, while the total return for the last 3 years was 8.3%.
Check Mesirow Financial 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 Mesirow 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 Mesirow 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 Mesirow Financial Small 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 Mesirow Financial Small Mutual Fund Constituents
| KMPR | Kemper | Stock | Financials | |
| LQDT | Liquidity Services | Stock | Industrials | |
| RMBS | Rambus Inc | Stock | Information Technology | |
| UNVR | Univar Inc | Stock | Industrials | |
| HR | Healthcare Realty Trust | Stock | Real Estate | |
| ZWS | Zurn Elkay Water | Stock | Industrials | |
| NATI | National Instruments | Stock | Information Technology | |
| ABG | Asbury Automotive Group | Stock | Consumer Discretionary |
Mesirow Financial Small Risk Profiles
| Mean Deviation | 0.79 | |||
| Semi Deviation | 0.8236 | |||
| Standard Deviation | 1.09 | |||
| Variance | 1.2 |
Mesirow Financial Against Markets
Other Information on Investing in Mesirow Mutual Fund
Mesirow Financial financial ratios help investors to determine whether Mesirow 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 Mesirow with respect to the benefits of owning Mesirow Financial security.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital |