Small Cap Stock Fund Quote
| UISCX Fund | USD 15.59 0.03 0.19% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Small Cap is trading at 15.59 as of the 28th of November 2024; that is 0.19 percent down since the beginning of the trading day. The fund's open price was 15.62. Small Cap has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Small Cap Stock are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of its assets in equity securities of companies with small market capitalizations. Although the fund invests primarily in U.S. securities, it may invest up to 20 percent of its total assets in foreign securities including securities issued in emerging markets.. More on Small Cap Stock
Moving together with Small Mutual Fund
Moving against Small Mutual Fund
Small Mutual Fund Highlights
| Fund Concentration | USAA Funds, Large Funds, Small Blend Funds, Small Blend, USAA, Large, Small Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
Small Cap Stock [UISCX] is traded in USA and was established 28th of November 2024. Small Cap is listed under USAA category by Fama And French industry classification. The fund is listed under Small Blend category and is part of USAA family. This fund at this time has accumulated 1.75 B in net assets with minimum initial investment of 1000 K. Small Cap Stock is currently producing year-to-date (YTD) return of 14.17% with the current yeild of 0.0%, while the total return for the last 3 years was 1.52%.
Check Small Cap 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 Cap Stock 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 Cap Stock Mutual Fund Constituents
| EEFT | Euronet Worldwide | Stock | Industrials | |
| APPS | Digital Turbine | Stock | Information Technology | |
| QDEL | Quidel | Stock | Health Care | |
| ALE | Allete Inc | Stock | Utilities | |
| CUB | Lionheart Holdings | Stock | Aerospace & Defense | |
| DBD | Diebold Nixdorf, Incorporated | Pink Sheet | Information Technology | |
| VCYT | Veracyte | Stock | Health Care | |
| IWM | iShares Russell 2000 | Etf | Small Blend |
Small Cap Top Holders
| URFFX | Target Retirement 2050 | Mutual Fund | Target-Date 2050 | |
| URFRX | Target Retirement 2040 | Mutual Fund | Target-Date 2040 | |
| URSIX | Target Retirement 2060 | Mutual Fund | Target-Date 2060+ | |
| URTRX | Target Retirement 2030 | Mutual Fund | Target-Date 2030 | |
| USCCX | Cornerstone Servative Fund | Mutual Fund | Allocation--15% to 30% Equity |
Small Cap Stock Risk Profiles
| Mean Deviation | 0.9351 | |||
| Semi Deviation | 0.9347 | |||
| Standard Deviation | 1.31 | |||
| Variance | 1.71 |
Small Cap Against Markets
Other Information on Investing in Small Mutual Fund
Small Cap 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 Cap security.
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum |