Cardinal Small Financials
| CCMSX Fund | USD 14.44 0.00 0.00% |
Cardinal |
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.
Cardinal Small Fund Summary
Cardinal Small competes with New Economy, Vanguard Growth, Fidelity Trend, and Kinetics Paradigm. Under normal circumstances, the fund invests at least 80 percent of its net assets in securities of small capitalization companies. The Adviser defines small capitalization companies as companies with market capitalizations, at the time of acquisition, within the range of market capitalizations of companies constituting the Russell 2000 Index. The securities in which the fund invests are primarily common stock and real estate investment trusts .Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Cardinal Capital |
| Mutual Fund Family | Cardinal Capital |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 844 226 7342 |
| Currency | USD - US Dollar |
Cardinal Small Key Financial Ratios
Cardinal Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Cardinal Small's current stock value. Our valuation model uses many indicators to compare Cardinal Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Cardinal Small competition to find correlations between indicators driving Cardinal Small's intrinsic value. More Info.Cardinal Small Cap is rated below average in price to earning among similar funds. It is rated below average in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Cardinal Small Cap is roughly 9.63 . 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 Cardinal Small's earnings, one of the primary drivers of an investment's value.Cardinal Small Cap Systematic Risk
Cardinal Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Cardinal 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 function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Cardinal Small Cap correlated with the market. If Beta is less than 0 Cardinal Small generally moves in the opposite direction as compared to the market. If Cardinal Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Cardinal Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Cardinal Small is generally in the same direction as the market. If Beta > 1 Cardinal Small moves generally in the same direction as, but more than the movement of the benchmark.
Cardinal Small Thematic Clasifications
Cardinal Small Cap is part of Small Growth Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with small to mid capitalization growth equities. Funds or Etfs that invest in stocks of small to mid-sized companies with above-average risk and growth rate that usually reinvest their earnings back into business
This theme covers Funds with small to mid capitalization growth equities. Funds or Etfs that invest in stocks of small to mid-sized companies with above-average risk and growth rate that usually reinvest their earnings back into business. Get More Thematic Ideas
Cardinal Small Cap is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Small Blend category is currently estimated at about 243.71 Billion. Cardinal Small adds roughly 25.31 Million in net asset claiming only tiny portion of funds listed under Small Blend category.| Small Growth Funds | View |
Cardinal Small December 12, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Cardinal Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Cardinal Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Cardinal Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing Cardinal Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Cardinal Small's daily price indicators and compare them against related drivers.
| Information Ratio | (4.41) | |||
| Maximum Drawdown | 0.1386 |
Other Information on Investing in Cardinal Mutual Fund
Cardinal Small financial ratios help investors to determine whether Cardinal 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 Cardinal with respect to the benefits of owning Cardinal Small security.
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios |