Small Cap Stock Fund Quote
| USCAX Fund | USD 13.41 0.01 0.07% |
PerformanceVery Weak
| Odds Of DistressLow
|
Small Cap is trading at 13.41 as of the 16th of February 2025; that is 0.07 percent up since the beginning of the trading day. The fund's open price was 13.4. 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 17th of January 2025 and ending today, the 16th of February 2025. Click here to learn more.
The fund normally invests at least 80 percent of its assets in equity securities of companies with small market capitalizations. Although the fund invests primarily in U.S. securities, it may invest up to 20 percent of its total assets in foreign securities including securities issued in emerging markets.. More on Small Cap Stock
Moving together with Small Mutual Fund
| 0.63 | UINCX | Income Fund Income | PairCorr |
| 0.96 | SRVEX | Victory Diversified Stock | PairCorr |
| 0.63 | UITCX | Usaa Intermediate Term | PairCorr |
Moving against Small Mutual Fund
Small Mutual Fund Highlights
| Thematic Idea | Small Blend Funds (View all Themes) |
| Fund Concentration | Victory Capital Funds, Large Funds, Small Blend Funds, Small Blend Funds, Small Blend, Victory Capital, Large, Small Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of December 2022 |
| Fiscal Year End | July |
Small Cap Stock [USCAX] is traded in USA and was established 16th of February 2025. Small Cap is listed under Victory Capital category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Victory Capital family. The entity is thematically classified as Small Blend Funds. This fund at this time has accumulated 970.95 M in net assets with no minimum investment requirementsSmall Cap Stock is currently producing year-to-date (YTD) return of 1.74% with the current yeild of 0.01%, while the total return for the last 3 years was 3.78%.
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 Stock 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 Stock Mutual Fund Constituents
| MLI | Mueller Industries | Stock | Industrials | |
| LPX | Louisiana Pacific | Stock | Materials | |
| SF | Stifel Financial | Stock | Financials | |
| FWRD | Forward Air | Stock | Industrials | |
| WNS | WNS Holdings | Stock | Industrials | |
| GEF | Greif Bros | Stock | Materials | |
| RDN | Radian Group | Stock | Financials | |
| NWBI | Northwest Bancshares | Stock | Financials |
Small Cap Stock Risk Profiles
| Mean Deviation | 0.8738 | |||
| Standard Deviation | 1.21 | |||
| Variance | 1.46 | |||
| Risk Adjusted Performance | (0.09) |
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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