Small Pany Growth Fund Quote
| WSCGX Fund | USD 41.23 0.07 0.17% |
Performance5 of 100
| Odds Of DistressLess than 21
|
Small Company is trading at 41.23 as of the 27th of November 2024; that is 0.17 percent down since the beginning of the trading day. The fund's open price was 41.3. Small Company 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 Small Pany Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of May 2024 and ending today, the 27th of November 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities of small-capitalization companies. It is a feeder fund that invests substantially all of its assets in the Small Company Growth Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies. More on Small Pany Growth
Small Mutual Fund Highlights
| Fund Concentration | Allspring Global Investments Funds, Large Funds, Small Growth Funds, Small Growth, Allspring Global Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of October 2022 |
| Fiscal Year End | May |
Small Pany Growth [WSCGX] is traded in USA and was established 27th of November 2024. Small Company is listed under Allspring Global Investments category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Allspring Global Investments family. This fund at this time has accumulated 747.46 M in net assets with minimum initial investment of 1000 K. Small Pany Growth is currently producing year-to-date (YTD) return of 14.23%, while the total return for the last 3 years was 0.78%.
Check Small Company 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 Pany Growth 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 Pany Growth Mutual Fund Constituents
| ESI | Element Solutions | Stock | Materials | |
| ESNT | Essent Group | Stock | Financials | |
| BURL | Burlington Stores | Stock | Consumer Discretionary | |
| ARGO | Argo Group International | Stock | Financials | |
| AXNX | Axonics Modulation Technologies | Stock | Health Care | |
| CIEN | Ciena Corp | Stock | Information Technology | |
| INGN | Inogen Inc | Stock | Health Care | |
| SF | Stifel Financial | Stock | Financials |
Small Pany Growth Risk Profiles
| Mean Deviation | 0.8428 | |||
| Semi Deviation | 1.0 | |||
| Standard Deviation | 1.15 | |||
| Variance | 1.33 |
Small Company Against Markets
Other Information on Investing in Small Mutual Fund
Small Company 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 Company security.
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments |