Small Cap Growth Profund Fund Quote
| SGPIX Fund | USD 120.06 2.00 1.69% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Small-cap Growth is trading at 120.06 as of the 21st of November 2024; that is 1.69 percent up since the beginning of the trading day. The fund's open price was 118.06. Small-cap Growth has about a 22 % 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 Small Cap Growth Profund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 22nd of October 2024 and ending today, the 21st of November 2024. Click here to learn more.
The fund invests in financial instruments that the fund Advisors believes, in combination, should track the performance of the index. The index is designed to provide a comprehensive measure of small-cap U.S. equity growth performance. It is a market capitalization-weighted index comprising of stocks from the SP SmallCap 600 that have been identified as being on the growth end of the growth-value spectrum as determined by SP Dow Jones Indices LLC.. More on Small Cap Growth Profund
Moving together with Small-cap Mutual Fund
Moving against Small-cap Mutual Fund
Small-cap Mutual Fund Highlights
| Fund Concentration | ProFunds Funds, Large Funds, Small Growth Funds, Small Growth, ProFunds, Large, Small Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of November 2022 |
| Fiscal Year End | July |
Small Cap Growth Profund [SGPIX] is traded in USA and was established 21st of November 2024. Small-cap Growth is listed under ProFunds category by Fama And French industry classification. The fund is listed under Small Growth category and is part of ProFunds family. This fund at this time has accumulated 4.81 M in assets with minimum initial investment of 15 K. Small Cap Growth is currently producing year-to-date (YTD) return of 12.88%, while the total return for the last 3 years was -0.72%.
Check Small-cap Growth 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-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 Growth Profund 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 Growth Profund Mutual Fund Constituents
| RGEN | Repligen | Stock | Health Care | |
| OMCL | Omnicell | Stock | Health Care | |
| ARWR | Arrowhead Pharmaceuticals | Stock | Health Care | |
| EXPO | Exponent | Stock | Industrials | |
| FCFS | FirstCash | Stock | Financials | |
| PNFP | Pinnacle Financial Partners | Stock | Financials | |
| STRA | Strategic Education | Stock | Consumer Discretionary | |
| LAD | Lithia Motors | Stock | Consumer Discretionary |
Small Cap Growth Risk Profiles
| Mean Deviation | 0.9271 | |||
| Semi Deviation | 0.932 | |||
| Standard Deviation | 1.31 | |||
| Variance | 1.73 |
Small-cap Growth Against Markets
Other Information on Investing in Small-cap Mutual Fund
Small-cap Growth 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 Growth security.
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