Small Pany Value Fund Key Fundamental Indicators
In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Small Pany Value, as well as the relationship between them.
Small Pany's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Small Pany's valuation are provided below:Small Pany Value does not presently have any fundamental trend indicators for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Small |
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Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
CompetitionBased on the company's disclosures, Small Pany Value has a Year To Date Return of -4.18%. This is 2000.0% lower than that of the Category family and notably lower than that of the Family category. The year to date return for all United States funds is notably higher than that of the company.
Small Pany Value Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Small Pany's current stock value. Our valuation model uses many indicators to compare Small Pany value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Small Pany competition to find correlations between indicators driving Small Pany's intrinsic value. More Info.Small Pany Value is rated below average in year to date return among similar funds. It also is rated below average in one year return among similar funds . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Small Pany's earnings, one of the primary drivers of an investment's value.Small Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Small Pany's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Small Pany could also be used in its relative valuation, which is a method of valuing Small Pany by comparing valuation metrics of similar companies.Small Pany is currently under evaluation in year to date return among similar funds.
Small Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Small Pany's current stock value. Our valuation model uses many indicators to compare Small Pany value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Small Pany competition to find correlations between indicators driving Small Pany's intrinsic value. More Info.Small Pany Value is rated below average in year to date return among similar funds. It also is rated below average in one year return among similar funds . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Small Pany's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Small Pany
The fund consists of 98.07% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Small Pany's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Small Fundamentals
| Year To Date Return | (4.18) % | |||
| One Year Return | (1.66) % | |||
| Three Year Return | 30.11 % | |||
| Five Year Return | (1.47) % | |||
| Ten Year Return | 6.44 % | |||
| Net Asset | 106.24 M | |||
| Minimum Initial Investment | 1 K | |||
| Holdings Turnover | 54.00 % | |||
| Cash Position Weight | 1.93 % | |||
| Equity Positions Weight | 98.07 % |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics. You can also try the Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.
Other Consideration for investing in Small Mutual Fund
If you are still planning to invest in Small Pany Value check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Small Pany's history and understand the potential risks before investing.
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