Small Cap Value Fund Quote
| JSCAX Fund | USD 16.99 0.06 0.35% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Small Cap is trading at 16.99 as of the 19th of January 2025; that is 0.35% up since the beginning of the trading day. The fund's open price was 16.93. Small Cap 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.
The fund invests at least 80 percent of its net assets in small-cap companies that are believed to be undervalued by various measures and offer good prospects for capital appreciation. It invests primarily in a diversified mix of common stocks of U.S. More on Small Cap Value
Moving together with Small Mutual Fund
Small Mutual Fund Highlights
| Fund Concentration | John Hancock Funds, Large Funds, Small Value Funds, Small Value, John Hancock (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of January 2023 |
| Fiscal Year End | August |
Small Cap Value [JSCAX] is traded in USA and was established 19th of January 2025. Small Cap is listed under John Hancock category by Fama And French industry classification. The fund is listed under Small Value category and is part of John Hancock family. This fund currently has accumulated 545.68 M in assets under management (AUM) with no minimum investment requirementsSmall Cap Value is currently producing year-to-date (YTD) return of 4.94% with the current yeild of 0.0%, while the total return for the last 3 years was 1.0%.
Check Small Cap 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 Cap Value 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 Cap Value Mutual Fund Constituents
| ALEX | Alexander Baldwin Holdings | Stock | Real Estate | |
| OEC | Orion Engineered Carbons | Stock | Materials | |
| IBOC | International Bancshares | Stock | Financials | |
| ONTO | Onto Innovation | Stock | Information Technology | |
| VMI | Valmont Industries | Stock | Industrials | |
| SNV | Synovus Financial Corp | Stock | Financials | |
| POR | Portland General Electric | Stock | Utilities | |
| WNS | WNS Holdings | Stock | Industrials |
Small Cap Value Risk Profiles
| Mean Deviation | 0.9584 | |||
| Standard Deviation | 1.57 | |||
| Variance | 2.45 | |||
| Risk Adjusted Performance | (0.05) |
Small Cap Against Markets
Other Information on Investing in Small Mutual Fund
Small Cap 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 Cap security.
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios |