Small Cap Financials

Small Cap Fund Summary

Small Cap competes with Invesco Global, Prudential Health, The Hartford, Schwab Health, and Alger Health. The Portfolio invests, under normal circumstances, at least 80 percent of its net assets in equity securities of small-capitalization companies or other securities or instruments with similar economic characteristics, including derivatives related to equity securities.

Small Cap Key Financial Ratios

Small Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Small Cap's current stock value. Our valuation model uses many indicators to compare Small Cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Small Cap competition to find correlations between indicators driving Small Cap's intrinsic value. More Info.Small Cap Core is currently under evaluation in annual yield among similar funds. It also is currently under evaluation in year to date return among similar funds creating about  1,078  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 Small Cap's earnings, one of the primary drivers of an investment's value.

Along with financial statement analysis, the daily predictive indicators of Small Cap help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Small Cap Core. We use our internally-developed statistical techniques to arrive at the intrinsic value of Small Cap Core based on widely used predictive technical indicators. In general, we focus on analyzing Small Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Small Cap's daily price indicators and compare them against related drivers.

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.