Bank OZK Shares Sold by Cabot Wealth Management Inc.
| ASVYX Fund | USD 12.19 0.03 0.25% |
Slightly above 54% of Small Cap's investor base is interested to short. The analysis of overall sentiment of trading Small Cap Value mutual fund suggests that many investors are impartial at this time. Small Cap's investing sentiment can be driven by a variety of factors including economic data, Small Cap's earnings reports, geopolitical events, and overall market trends.
SMALL |
Cabot Wealth Management Inc. cut its position in shares of Bank OZK by 0.3 percent in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 497,106 shares of the companys stock after selling 1,355 shares during the quarter. Bank OZK accounts for 3.0 percent
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Small Cap Fundamental Analysis
We analyze Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Small Cap using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Small Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Year To Date Return
Year To Date Return Comparative Analysis
Small Cap is currently under evaluation in year to date return among similar funds. Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Small Cap Value Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Small Cap mutual fund to make a market-neutral strategy. Peer analysis of Small Cap could also be used in its relative valuation, which is a method of valuing Small Cap by comparing valuation metrics with similar companies.
Peers
Small Cap Related Equities
| DFFVX | Us Targeted | 0.21 | ||||
| DFSVX | Us Small | 0.17 | ||||
| VISVX | Vanguard Small-cap | 0.14 | ||||
| AVFIX | American Beacon | 0.14 | ||||
| VSIIX | Vanguard Small | 0.12 | ||||
| UBVAX | Undiscovered Managers | 0.03 | ||||
| UBVCX | Undiscovered Managers | 0.02 | ||||
| UBVSX | Undiscovered Managers | 0.02 |
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.
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