Global Small Financials
| AGCTX Fund | USD 20.55 0.03 0.15% |
Global |
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.
Global Small Fund Summary
Global Small competes with Morningstar Aggressive, T Rowe, Artisan High, Siit High, and Calvert High. The fund will invest at least 80 percent of its net assets in securities issued by small cap companies. The portfolio managers consider small cap companies to include companies with market capitalizations not greater than that of the largest company on the MSCI ACWI Small Cap Index at the time of investment. The fund invests in countries world-wide, including the United States, foreign developed countries and emerging markets.Specialization | World Small/Mid Stock, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | American Century World |
| Mutual Fund Family | American Century Investments |
| Mutual Fund Category | World Small/Mid Stock |
| Benchmark | Dow Jones Industrial |
| Phone | 800 345 2021 |
| Currency | USD - US Dollar |
Global Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Global Small's current stock value. Our valuation model uses many indicators to compare Global Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Global Small competition to find correlations between indicators driving Global Small's intrinsic value. More Info.Global Small Cap is second largest fund in annual yield among similar funds. It is the top fund in year to date return among similar funds creating about 2,508 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Global Small's earnings, one of the primary drivers of an investment's value.Global Small Cap Systematic Risk
Global Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Global Small volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-eight with a total number of output elements of thirty-three. The Beta measures systematic risk based on how returns on Global Small Cap correlated with the market. If Beta is less than 0 Global Small generally moves in the opposite direction as compared to the market. If Global Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Global Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Global Small is generally in the same direction as the market. If Beta > 1 Global Small moves generally in the same direction as, but more than the movement of the benchmark.
Global Small December 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Global Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Global Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Global Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing Global Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Global Small's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.07 | |||
| Information Ratio | (0.03) | |||
| Maximum Drawdown | 4.37 | |||
| Value At Risk | (1.37) | |||
| Potential Upside | 1.54 |
Other Information on Investing in Global Mutual Fund
Global Small financial ratios help investors to determine whether Global 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 Global with respect to the benefits of owning Global Small security.
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