Royce Small-Cap Opportunity Fund Q3 2024 Commentary - Seeking Alpha
| SAWMX Fund | USD 12.50 0.05 0.40% |
Slightly above 53% of Sa Worldwide's investor base is interested to short. The analysis of overall sentiment of trading Sa Worldwide Moderate mutual fund suggests that many investors are impartial at this time. Sa Worldwide's investing sentiment can be driven by a variety of factors including economic data, Sa Worldwide's earnings reports, geopolitical events, and overall market trends.
SAWMX |
Royce Small-Cap Opportunity Fund Q3 2024 Commentary Seeking Alpha
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Sa Worldwide Fundamental Analysis
We analyze Sa Worldwide's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Sa Worldwide using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Sa Worldwide based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
One Year Return
One Year Return Comparative Analysis
Sa Worldwide is currently under evaluation in one year return among similar funds. One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Sa Worldwide Moderate Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Sa Worldwide mutual fund to make a market-neutral strategy. Peer analysis of Sa Worldwide could also be used in its relative valuation, which is a method of valuing Sa Worldwide by comparing valuation metrics with similar companies.
Peers
Sa Worldwide Related Equities
| HFMDX | Hennessy Cornerstone | 0.69 | ||||
| RYOFX | Royce Opportunity | 0.56 | ||||
| ABYSX | Ab Discovery | 0.23 | ||||
| AVCNX | American Century | 0.21 | ||||
| VISVX | Vanguard Small-cap | 0.14 | ||||
| FISVX | Fidelity Small | 0.07 | ||||
| CVVRX | Columbia Small | 0.00 |
Other Information on Investing in SAWMX Mutual Fund
Sa Worldwide financial ratios help investors to determine whether SAWMX 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 SAWMX with respect to the benefits of owning Sa Worldwide security.
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