Snow Capital Small Fund Quote
| SNWCX Fund | USD 53.01 2.63 4.73% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Snow Capital is trading at 53.01 as of the 19th of December 2024; that is 4.73 percent down since the beginning of the trading day. The fund's open price was 55.64. Snow Capital has about a 23 % 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. The performance scores are derived for the period starting the 30th of December 2022 and ending today, the 19th of December 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets, at cost, in equity securities of companies with market capitalizations in the range of the Russell 2000 Value Index . Its investments in equity securities may include common and preferred stocks, convertible securities, and shares of other investment companies and exchange-traded funds that invest in equity securities of small-cap companies. More on Snow Capital Small
Moving together with Snow Mutual Fund
Snow Mutual Fund Highlights
| Fund Concentration | Snow Capital Funds, Large Funds, Small Value Funds, Small Value, Snow Capital Funds, Large, Small Value (View all Sectors) |
| Update Date | 31st of December 2024 |
Snow Capital Small [SNWCX] is traded in USA and was established 19th of December 2024. Snow Capital is listed under Snow Capital Funds category by Fama And French industry classification. The fund is listed under Small Value category and is part of Snow Capital Funds family. This fund at this time has accumulated 39.17 M in assets with no minimum investment requirementsSnow Capital Small is currently producing year-to-date (YTD) return of 16.78%, while the total return for the last 3 years was 10.09%.
Check Snow Capital 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 Snow 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 Snow 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 Snow Capital 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 Snow Capital Small Mutual Fund Constituents
| AAWW | Atlas Air Worldwide | Stock | Industrials | |
| GDOT | Green Dot | Stock | Financials | |
| MOD | Modine Manufacturing | Stock | Consumer Discretionary | |
| SIMO | Silicon Motion Technology | Stock | Information Technology | |
| UMPQ | Umpqua Holdings | Stock | Financials | |
| SKX | Skechers USA | Stock | Consumer Discretionary | |
| X | United States Steel | Stock | Materials | |
| CNK | Cinemark Holdings | Stock | Communication Services |
Snow Capital Small Risk Profiles
| Mean Deviation | 0.9458 | |||
| Semi Deviation | 1.21 | |||
| Standard Deviation | 1.51 | |||
| Variance | 2.27 |
Snow Capital Against Markets
Other Information on Investing in Snow Mutual Fund
Snow Capital financial ratios help investors to determine whether Snow 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 Snow with respect to the benefits of owning Snow Capital security.
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |