Small Pany Value Fund Quote
| WSMVX Fund | USD 29.67 0.48 1.59% |
Performance4 of 100
| Odds Of DistressLess than 21
|
Small Company is trading at 29.67 as of the 22nd of November 2024; that is 1.59 percent down since the beginning of the trading day. The fund's open price was 30.15. 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 Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of September 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The fund invests substantially all of its assets in the common stock of companies with smaller market capitalizations-generally within the range of companies comprising the Russell 2000 Value Index. It invests, generally, in companies with relatively low price to book value ratios, relatively low price to earnings ratios and relatively high dividend yields .. More on Small Pany Value
Moving together with Small Mutual Fund
| 0.98 | WSMGX | Small Pany Growth | PairCorr |
| 0.86 | WFIVX | Wilshire 5000 Index | PairCorr |
| 0.86 | WINDX | Wilshire 5000 Index | PairCorr |
Moving against Small Mutual Fund
Small Mutual Fund Highlights
| Fund Concentration | Wilshire Mutual Funds, Large Funds, Small Value Funds, Small Value, Wilshire Mutual Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | December |
Small Pany Value [WSMVX] is traded in USA and was established 22nd of November 2024. Small Company is listed under Wilshire Mutual Funds category by Fama And French industry classification. The fund is listed under Small Value category and is part of Wilshire Mutual Funds family. This fund at this time has accumulated 25.94 M in net assets with no minimum investment requirementsSmall Pany Value is currently producing year-to-date (YTD) return of 12.72% with the current yeild of 0.0%, while the total return for the last 3 years was 4.97%.
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 Value 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 Value Mutual Fund Constituents
| RPT | RPT Realty | Stock | Real Estate | |
| FIBK | First Interstate BancSystem | Stock | Financials | |
| SANM | Sanmina | Stock | Information Technology | |
| SJI | South Jersey Industries | Stock | Utilities | |
| EIG | Employers Holdings | Stock | Financials | |
| AJRD | Aerojet Rocketdyne Holdings | Stock | Industrials | |
| RNR | Renaissancere Holdings | Stock | Financials | |
| VRNT | Verint Systems | Stock | Information Technology |
Small Pany Value Risk Profiles
| Mean Deviation | 0.9118 | |||
| Semi Deviation | 0.8197 | |||
| Standard Deviation | 1.36 | |||
| Variance | 1.85 |
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.
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities |