Small Capitalization Portfolio Fund Quote
| SSCYX Fund | USD 7.25 0.01 0.14% |
Performance11 of 100
| Odds Of DistressLess than 18
|
Small Capitalization is trading at 7.25 as of the 1st of December 2024; that is 0.14% up since the beginning of the trading day. The fund's open price was 7.24. Small Capitalization has less than a 18 % 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 Small Capitalization Portfolio are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of September 2024 and ending today, the 1st of December 2024. Click here to learn more.
The fund will normally invest at least 80 percent of its total assets in common stocks of companies whose stock market capitalizations fall within the range of capitalizations in the Russell 2000 Index. The Russell 2000 Index is reconstituted annually at the midpoint of the calendar year. More on Small Capitalization Portfolio
Moving together with Small Mutual Fund
| 0.96 | SABIX | Aggressive Balanced | PairCorr |
| 0.97 | SAMAX | Moderately Aggressive | PairCorr |
| 1.0 | SSCCX | Small Capitalization | PairCorr |
| 1.0 | SSCPX | Small Capitalization | PairCorr |
| 0.96 | SBCCX | Moderately Servative | PairCorr |
Moving against Small Mutual Fund
Small Mutual Fund Highlights
| Fund Concentration | Saratoga Funds, Large Funds, Small Blend Funds, Small Blend, Saratoga (View all Sectors) |
Small Capitalization Portfolio [SSCYX] is traded in USA and was established 1st of December 2024. Small Capitalization is listed under Saratoga category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Saratoga family. This fund at this time has accumulated 7.34 M in assets with minimum initial investment of 250. Small Capitalization is currently producing year-to-date (YTD) return of 20.33%, while the total return for the last 3 years was 3.45%.
Check Small Capitalization 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 Small 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 Small 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 Small Capitalization Portfolio 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 Small Capitalization Portfolio Mutual Fund Constituents
| LPX | Louisiana Pacific | Stock | Materials | |
| PFGC | Performance Food Group | Stock | Consumer Staples | |
| VRTS | Virtus Investment Partners, | Stock | Financials | |
| MHO | MI Homes | Stock | Consumer Discretionary | |
| OGS | One Gas | Stock | Utilities | |
| INGN | Inogen Inc | Stock | Health Care | |
| ABR | Arbor Realty Trust | Stock | Financials | |
| GOLF | Acushnet Holdings Corp | Stock | Consumer Discretionary |
Small Capitalization Risk Profiles
| Mean Deviation | 0.9139 | |||
| Semi Deviation | 0.9415 | |||
| Standard Deviation | 1.29 | |||
| Variance | 1.67 |
Small Capitalization Against Markets
Other Information on Investing in Small Mutual Fund
Small Capitalization 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 Capitalization security.
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