Ultra-small Company is trading at 12.92 as of the 22nd of November 2024; that is 2.46% increase since the beginning of the trading day. The fund's open price was 12.61. Ultra-small Company has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Ultra Small Pany Market are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of April 2023 and ending today, the 22nd of November 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in ultra-small company stocks based on company size at the time of purchase. It aims to achieve its objective by approximating the total return of the CRSP Cap-Based Portfolio 10 Index published by the Center for Research in Security Prices, LLC , an affiliate of the University of Chicago over longer time periods. More on Ultra Small Pany Market
Ultra Small Pany Market [BRSIX] is traded in USA and was established 22nd of November 2024. Ultra-small Company is listed under Bridgeway category by Fama And French industry classification. The fund is listed under Small Value category and is part of Bridgeway family. This fund currently has accumulated 184.79 M in assets under management (AUM) with minimum initial investment of 2 K. Ultra-small Company is currently producing year-to-date (YTD) return of 9.02% with the current yeild of 0.01%, while the total return for the last 3 years was -4.41%.
Check Ultra-small Company 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 ULTRA-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 ULTRA-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 Ultra Small Pany Market 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 Ultra Small Pany Market Mutual Fund Constituents
Other Information on Investing in ULTRA-SMALL Mutual Fund
Ultra-small Company financial ratios help investors to determine whether ULTRA-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 ULTRA-SMALL with respect to the benefits of owning Ultra-small Company security.