Us Small Cap Fund Quote
| REBYX Fund | USD 31.45 0.44 1.42% |
Performance10 of 100
| Odds Of DistressLess than 18
|
Us Small is trading at 31.45 as of the 26th of November 2024; that is 1.42% up since the beginning of the trading day. The fund's open price was 31.01. Us Small has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Us Small Cap 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 has a non-fundamental policy to invest, under normal circumstances, at least 80 percent of the value of its net assets plus borrowings for investment purposes in small capitalization equity securities economically tied to the U.S. It invests principally in common stocks of small capitalization U.S. More on Us Small Cap
Moving against REBYX Mutual Fund
REBYX Mutual Fund Highlights
| Fund Concentration | Russell Funds, Large Funds, Small Blend Funds, Small Blend, Russell (View all Sectors) |
| Update Date | 30th of September 2024 |
Us Small Cap [REBYX] is traded in USA and was established 26th of November 2024. Us Small is listed under Russell category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Russell family. This fund at this time has accumulated 1.99 B in assets with no minimum investment requirementsUs Small Cap is currently producing year-to-date (YTD) return of 18.95% with the current yeild of 0.01%, while the total return for the last 3 years was 3.81%.
Check Us Small 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 REBYX 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 REBYX 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 Us Small Cap 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 Us Small Cap Mutual Fund Constituents
| UIS | Unisys | Stock | Information Technology | |
| WK | Workiva | Stock | Information Technology | |
| PCH | PotlatchDeltic Corp | Stock | Real Estate | |
| FTDR | Frontdoor | Stock | Consumer Discretionary | |
| XPER | Xperi Corp | Stock | Information Technology | |
| POOL | Pool Corporation | Stock | Consumer Discretionary | |
| LASR | nLIGHT Inc | Stock | Information Technology | |
| SSB | SouthState | Stock | Financials |
Us Small Top Holders
| RCLRX | Conservative Strategy Fund | Mutual Fund | Allocation--15% to 30% Equity | |
| RMLVX | Moderate Strategy Fund | Mutual Fund | Allocation--30% to 50% Equity | |
| RALSX | Growth Strategy Fund | Mutual Fund | Allocation--70% to 85% Equity | |
| RALVX | Growth Strategy Fund | Mutual Fund | Allocation--70% to 85% Equity | |
| RALCX | Growth Strategy Fund | Mutual Fund | Allocation--70% to 85% Equity | |
| RBLAX | Balanced Strategy Fund | Mutual Fund | Allocation--50% to 70% Equity | |
| RMLRX | Moderate Strategy Fund | Mutual Fund | Allocation--30% to 50% Equity | |
| REAAX | Equity Growth Strategy | Mutual Fund | Allocation--70% to 85% Equity |
Us Small Cap Risk Profiles
| Mean Deviation | 0.8729 | |||
| Semi Deviation | 0.8839 | |||
| Standard Deviation | 1.25 | |||
| Variance | 1.55 |
Us Small Against Markets
Other Information on Investing in REBYX Mutual Fund
Us Small financial ratios help investors to determine whether REBYX 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 REBYX with respect to the benefits of owning Us Small security.
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