Small Cap Value Fund Quote
| JSCAX Fund | USD 19.51 0.31 1.61% |
Performance5 of 100
| Odds Of DistressLess than 19
|
Small Cap is trading at 19.51 as of the 23rd of November 2024; that is 1.61% up since the beginning of the trading day. The fund's open price was 19.2. Small Cap 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 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2023 and ending today, the 23rd of November 2024. 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
| Thematic Idea | Small Growth Funds (View all Themes) |
| Fund Concentration | John Hancock Funds, Large Funds, Small Value Funds, Small Growth Funds, Small Value, John Hancock (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of January 2023 |
| Fiscal Year End | August |
Small Cap Value [JSCAX] is traded in USA and was established 23rd of November 2024. 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. The entity is thematically classified as Small Growth Funds. 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 9.94% with the current yeild of 0.0%, while the total return for the last 3 years was 3.48%.
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
| HAE | Haemonetics | Stock | Health Care | |
| KMPR | Kemper | Stock | Financials | |
| OEC | Orion Engineered Carbons | Stock | Materials | |
| HURN | Huron Consulting Group | Stock | Industrials | |
| VMI | Valmont Industries | Stock | Industrials | |
| KTB | Kontoor Brands | Stock | Consumer Discretionary | |
| PCH | PotlatchDeltic Corp | Stock | Real Estate | |
| IBOC | International Bancshares | Stock | Financials |
Small Cap Value Risk Profiles
| Mean Deviation | 0.9114 | |||
| Semi Deviation | 0.7825 | |||
| Standard Deviation | 1.3 | |||
| Variance | 1.68 |
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.
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