Small Pany Growth Fund Quote
| WSMCX Fund | USD 16.81 0.17 1.02% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Small Company is trading at 16.81 as of the 31st of January 2025; that is 1.02 percent increase since the beginning of the trading day. The fund's open price was 16.64. Small Company has about a 21 % 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 1st of January 2025 and ending today, the 31st of January 2025. 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
Moving together with Small Mutual Fund
Moving against Small Mutual Fund
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 | 31st of December 2024 |
| Expense Ratio Date | 1st of October 2022 |
| Fiscal Year End | May |
Small Pany Growth [WSMCX] is traded in USA and was established 31st of January 2025. 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 no minimum investment requirementsSmall Pany Growth is currently producing year-to-date (YTD) return of 5.13%, while the total return for the last 3 years was 3.61%.
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
| HQY | HealthEquity | Stock | Health Care | |
| PLMR | Palomar Holdings | Stock | Financials | |
| GSHD | Goosehead Insurance | Stock | Financials | |
| ASGN | ASGN Inc | Stock | Industrials | |
| TCMD | Tactile Systems Technology | Stock | Health Care | |
| CIEN | Ciena Corp | Stock | Information Technology | |
| PFGC | Performance Food Group | Stock | Consumer Staples | |
| INGN | Inogen Inc | Stock | Health Care |
Small Pany Growth Risk Profiles
| Mean Deviation | 1.15 | |||
| Standard Deviation | 2.73 | |||
| Variance | 7.46 | |||
| Risk Adjusted Performance | (0.06) |
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.
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