Small Pany Financials
| SCVNX Fund | USD 38.27 0.30 0.78% |
Small |
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.
Small Pany Fund Summary
Small Pany competes with Financial Industries, Gabelli Global, 1919 Financial, Putnam Global, and Financials Ultrasector. The fund invests at least 80 percent of its net assets in equity securities of small-capitalization companies. It is a feeder fund that invests substantially all of its assets in the Small Company Value Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Allspring Funds Trust |
| Mutual Fund Family | Allspring Global Investments |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 222 8222 |
| Currency | USD - US Dollar |
Small Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Small Pany's current stock value. Our valuation model uses many indicators to compare Small Pany value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Small Pany competition to find correlations between indicators driving Small Pany's intrinsic value. More Info.Small Pany Value is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.08 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Small Pany Value is roughly 12.44 . 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 Pany's earnings, one of the primary drivers of an investment's value.Small Pany Value Systematic Risk
Small Pany's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Small Pany 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 thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Small Pany Value correlated with the market. If Beta is less than 0 Small Pany generally moves in the opposite direction as compared to the market. If Small Pany Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Small Pany Value is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Small Pany is generally in the same direction as the market. If Beta > 1 Small Pany moves generally in the same direction as, but more than the movement of the benchmark.
Small Pany February 1, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Small Pany help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Small Pany Value. We use our internally-developed statistical techniques to arrive at the intrinsic value of Small Pany Value 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 Pany's daily price indicators and compare them against related drivers.
| Information Ratio | (0.09) | |||
| Maximum Drawdown | 12.73 | |||
| Value At Risk | (1.55) | |||
| Potential Upside | 1.73 |
Other Information on Investing in Small Mutual Fund
Small Pany 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 Pany security.
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio |