Sp Smallcap Financials
| SMCIX Fund | USD 25.56 0.42 1.67% |
SMCIX |
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.
Sp Smallcap Fund Summary
Sp Smallcap competes with Sp Midcap, Sp 500, Nasdaq-100 Index, Deutsche, and Northern Stock. The SP SmallCap 600 Index includes common stocks of 600 small U.S. companies from a broad range of industries. The fund is passively managed. It invests primarily in the stocks that make up the SP SmallCap 600 Index so that the weighting of each stock in the portfolio approximates the index. The funds policy to invest at least 80 percent of its total assets in the underlying stocks.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Shelton Capital management |
| Mutual Fund Family | Shelton Capital Management |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 955 9988 |
| Currency | USD - US Dollar |
Sp Smallcap Key Financial Ratios
SMCIX Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Sp Smallcap's current stock value. Our valuation model uses many indicators to compare Sp Smallcap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Sp Smallcap competition to find correlations between indicators driving Sp Smallcap's intrinsic value. More Info.Sp Smallcap Index 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 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Sp Smallcap Index is roughly 10.39 . 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 Sp Smallcap's earnings, one of the primary drivers of an investment's value.Sp Smallcap Index Systematic Risk
Sp Smallcap's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Sp Smallcap 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 three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Sp Smallcap Index correlated with the market. If Beta is less than 0 Sp Smallcap generally moves in the opposite direction as compared to the market. If Sp Smallcap Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Sp Smallcap Index is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Sp Smallcap is generally in the same direction as the market. If Beta > 1 Sp Smallcap moves generally in the same direction as, but more than the movement of the benchmark.
Sp Smallcap November 23, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Sp Smallcap help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Sp Smallcap Index. We use our internally-developed statistical techniques to arrive at the intrinsic value of Sp Smallcap Index based on widely used predictive technical indicators. In general, we focus on analyzing SMCIX Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Sp Smallcap's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.02 | |||
| Information Ratio | 0.0245 | |||
| Maximum Drawdown | 7.68 | |||
| Value At Risk | (1.61) | |||
| Potential Upside | 2.04 |
Other Information on Investing in SMCIX Mutual Fund
Sp Smallcap financial ratios help investors to determine whether SMCIX 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 SMCIX with respect to the benefits of owning Sp Smallcap security.
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