Acclivity Small Mutual Fund Money Managers
AXVIX Fund | USD 21.22 0.05 0.24% |
Break down of Acclivity Small's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Acclivity Small's future under-performance.
Acclivity |
Symbol | AXVIX |
Name | Acclivity Small Cap |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Acclivity Small Cap Leadership is currently not available.
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Acclivity Small Net Asset Comparison
Acclivity Small Cap is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Value category is currently estimated at about 9.48 Billion. Acclivity Small adds roughly 17.36 Million in net asset claiming only tiny portion of funds listed under Small Value category.
Acclivity Small Cap Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Acclivity Small Cap Price Series Summation is a cross summation of Acclivity Small price series and its benchmark/peer.
About Acclivity Small Management Performance
The success or failure of an entity such as Acclivity Small Cap often depends on how effective the management is. Acclivity Small management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Acclivity management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Acclivity management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Under normal market conditions, the fund will invest at least 80 percent of its total assets in equity securities of small cap U.S. companies. The Adviser defines a small capitalization value company as any company that simultaneously meets the following two requirements be in the lowest 8 percent of U.S. aggregate market capitalization and exhibit a low market value relative to its book value. The fund will also use futures and options on futures contracts for U.S. equity securities and indices, and exchange-traded-funds to adjust market exposure or manage cash needs.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Other Information on Investing in Acclivity Mutual Fund
Acclivity Small financial ratios help investors to determine whether Acclivity 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 Acclivity with respect to the benefits of owning Acclivity Small security.
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