Small Pany Fund Quote
| ASQIX Fund | USD 16.58 0.06 0.36% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Small Pany is trading at 16.58 as of the 19th of January 2025; that is 0.36 percent up since the beginning of the trading day. The fund's open price was 16.52. Small Pany has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 19th of January 2025. Click here to learn more.
Under normal market conditions, the fund will invest at least 80 percent of its net assets in stocks of smaller-capitalization U.S. companies. The portfolio managers consider small companies to be those that, at the time of investment, have a market capitalization not greater than that of the largest company in the Russell 2000 Index. More on Small Pany Fund
Moving together with Small Mutual Fund
Small Mutual Fund Highlights
| Fund Concentration | American Century Investments Funds, Large Funds, Small Blend Funds, Small Blend, American Century Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Small Pany Fund [ASQIX] is traded in USA and was established 19th of January 2025. Small Pany is listed under American Century Investments category by Fama And French industry classification. The fund is listed under Small Blend category and is part of American Century Investments family. This fund presently has accumulated 155.48 M in assets under management (AUM) with no minimum investment requirementsSmall Pany Fund is currently producing year-to-date (YTD) return of 1.24% with the current yeild of 0.0%, while the total return for the last 3 years was 0.1%.
Check Small Pany Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Small Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Small Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Small Pany Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Small Pany Fund Mutual Fund Constituents
| GDOT | Green Dot | Stock | Financials | |
| FICO | Fair Isaac | Stock | Information Technology | |
| AMN | AMN Healthcare Services | Stock | Health Care | |
| NMIH | NMI Holdings | Stock | Financials | |
| ENTG | Entegris | Stock | Information Technology | |
| MASI | Masimo | Stock | Health Care | |
| AJRD | Aerojet Rocketdyne Holdings | Stock | Industrials | |
| MED | MEDIFAST INC | Stock | Consumer Staples |
Small Pany Top Holders
| AOVIX | One Choice Portfolio | Mutual Fund | Allocation--85%+ Equity | |
| AORVX | One Choice Portfolio | Mutual Fund | Allocation--85%+ Equity |
Small Pany Fund Risk Profiles
| Mean Deviation | 0.8461 | |||
| Standard Deviation | 1.26 | |||
| Variance | 1.59 | |||
| Risk Adjusted Performance | 0.0025 |
Small Pany Against Markets
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.
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |