Rice Hall James Fund Quote
| RHJSX Fund | USD 25.77 0.52 2.06% |
Performance1 of 100
| Odds Of DistressLess than 21
|
Rice Hall is trading at 25.77 as of the 22nd of November 2024; that is 2.06 percent up since the beginning of the trading day. The fund's open price was 25.25. Rice Hall has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Rice Hall James are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small-cap companies. The manager focuses on U.S. companies with total market capitalizations that at the time of initial purchase fall within the range of companies in the Russell Microcap Index at reconstitution each June.. More on Rice Hall James
Moving together with Rice Mutual Fund
| 0.7 | VSGAX | Vanguard Small Cap | PairCorr |
| 0.7 | VSGIX | Vanguard Small Cap | PairCorr |
| 0.7 | VISGX | Vanguard Small Cap | PairCorr |
| 0.83 | VEXPX | Vanguard Explorer | PairCorr |
| 0.83 | VEXRX | Vanguard Explorer | PairCorr |
Moving against Rice Mutual Fund
Rice Mutual Fund Highlights
| Fund Concentration | Rice Hall James Funds, Large Funds, Small Growth Funds, Small Growth, Rice Hall James (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Rice Hall James [RHJSX] is traded in USA and was established 22nd of November 2024. Rice Hall is listed under Rice Hall James category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Rice Hall James family. This fund at this time has accumulated 30.95 M in assets with minimum initial investment of 2.5 K. Rice Hall James is currently producing year-to-date (YTD) return of 12.93%, while the total return for the last 3 years was -2.37%.
Check Rice Hall 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 Rice 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 Rice 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 Rice Hall James 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 Rice Hall James Mutual Fund Constituents
| ADTN | ADTRAN Inc | Stock | Information Technology | |
| OSPN | OneSpan | Stock | Information Technology | |
| LNTH | Lantheus Holdings | Stock | Health Care | |
| ATSG | Air Transport Services | Stock | Industrials | |
| UTMD | Utah Medical Products | Stock | Health Care | |
| SHYF | Shyft Group | Stock | Industrials | |
| CDNA | Caredx Inc | Stock | Health Care | |
| VICR | Vicor | Stock | Industrials |
Rice Hall James Risk Profiles
| Mean Deviation | 1.11 | |||
| Semi Deviation | 1.22 | |||
| Standard Deviation | 1.46 | |||
| Variance | 2.13 |
Rice Hall Against Markets
Other Information on Investing in Rice Mutual Fund
Rice Hall financial ratios help investors to determine whether Rice 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 Rice with respect to the benefits of owning Rice Hall security.
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