Small Cap Competition
Small Cap Equity competes with Ab Impact, Baird Quality, Intermediate-term, Pace Municipal, and Oklahoma Municipal; as well as few others. The fund is listed under null category and is part of null family. Analyzing Small Cap competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Small Cap to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in american community survey.
Small Cap vs Bbh Intermediate Correlation
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Small Cap's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Small Cap Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Small Cap and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Small and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Small Cap Equity does not affect the price movement of the other competitor.
| 0.77 | 0.92 | 0.86 | 0.78 | 0.82 | ABIMX | ||
| 0.77 | 0.9 | 0.94 | 0.96 | 0.96 | BMBSX | ||
| 0.92 | 0.9 | 0.97 | 0.89 | 0.91 | TWTIX | ||
| 0.86 | 0.94 | 0.97 | 0.92 | 0.93 | PCMNX | ||
| 0.78 | 0.96 | 0.89 | 0.92 | 0.98 | OKMUX | ||
| 0.82 | 0.96 | 0.91 | 0.93 | 0.98 | BBINX | ||
Risk-Adjusted Indicators
There is a big difference between Small Mutual Fund performing well and Small Cap Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Small Cap's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| ABIMX | 0.08 | 0.00 | (0.30) | (0.05) | 0.07 | 0.21 | 0.93 | |||
| BMBSX | 0.05 | 0.00 | (0.69) | (2.39) | 0.00 | 0.09 | 0.26 | |||
| TWTIX | 0.06 | 0.01 | (0.44) | 0.38 | 0.00 | 0.19 | 0.65 | |||
| PCMNX | 0.06 | 0.00 | (0.43) | 0.39 | 0.00 | 0.08 | 0.48 | |||
| OKMUX | 0.07 | 0.01 | (0.34) | (1.04) | 0.00 | 0.28 | 0.66 | |||
| BBINX | 0.06 | 0.01 | (0.45) | (0.52) | 0.00 | 0.19 | 0.48 |
Small Cap Competitive Analysis
The better you understand Small Cap competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Small Cap's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Small Cap's competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
Small Cap Competition Performance Charts
Five steps to successful analysis of Small Cap Competition
Small Cap's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Small Cap Equity in relation to its competition. Small Cap's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Small Cap in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Small Cap's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Small Cap Equity, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Complement your Small Cap position
In addition to having Small Cap in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Corona Opportunity Thematic Idea Now
Corona Opportunity
Firms that are involved in some capacity in making products or providing services to the public to buttle the virus directly or indirectly. This also includes some defencive and contrarian stocks and ETFs that are managing to avoid the big market correction coused by coronavirus. The Corona Opportunity theme has 41 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Corona Opportunity Theme or any other thematic opportunities.
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Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in american community survey. You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.
Other Consideration for investing in Small Mutual Fund
If you are still planning to invest in Small Cap Equity check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Small Cap's history and understand the potential risks before investing.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Equity Valuation Check real value of public entities based on technical and fundamental data |