Small-cap Value is trading at 44.29 as of the 26th of November 2024; that is 1.49% increase since the beginning of the trading day. The fund's open price was 43.64. Small-cap Value 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 Small Cap Value Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund invests in a diversified portfolio of small-cap stocks that are listed on the New York Stock Exchange, NYSE American, and NASDAQ. It invests at least 80 percent of its net assets in stocks from among those in the small-cap value category at the time of purchase. More on Small Cap Value Fund
Small Cap Value Fund [BRSVX] is traded in USA and was established 26th of November 2024. Small-cap Value 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 549.58 M in assets under management (AUM) with minimum initial investment of 2 K. Small Cap Value is currently producing year-to-date (YTD) return of 9.89% with the current yeild of 0.01%, while the total return for the last 3 years was 3.42%.
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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-cap 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-cap 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 Cap Value 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.
Other Information on Investing in Small-cap Mutual Fund
Small-cap Value financial ratios help investors to determine whether Small-cap 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-cap with respect to the benefits of owning Small-cap Value security.
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