Disposition of 452 shares by Ian Reason of Barnes at 46.75 subject to Rule 16b-3
| SMLKX Fund | USD 22.75 1.99 8.04% |
Slightly above 62% of Sp Smallcap's investor base is looking to short. The analysis of overall sentiment of trading Sp Smallcap Index mutual fund suggests that many investors are alarmed at this time. Sp Smallcap's investing sentiment can be driven by a variety of factors including economic data, Sp Smallcap's earnings reports, geopolitical events, and overall market trends.
SMLKX |
Filed transaction by Barnes Group Officer: Svp, Bgi; Pres., Barnes Aero. Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
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Sp Smallcap Fundamental Analysis
We analyze Sp Smallcap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Sp Smallcap using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Sp Smallcap 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.
Ten Year Return
Ten Year Return Comparative Analysis
Sp Smallcap is currently under evaluation in ten year return among similar funds. Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Sp Smallcap Index 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 Sp Smallcap mutual fund to make a market-neutral strategy. Peer analysis of Sp Smallcap could also be used in its relative valuation, which is a method of valuing Sp Smallcap by comparing valuation metrics with similar companies.
Peers
Sp Smallcap Related Equities
| NEXTX | Shelton Green | 0.59 | ||||
| EQTIX | Shelton E | 0.39 | ||||
| EQTKX | Shelton Core | 0.35 | ||||
| CFNTX | California Tax-free | 0.19 | ||||
| NEXIX | Shelton Green | 0.06 | ||||
| EMSLX | Shelton Emerging | 0.06 | ||||
| NQQQX | Shelton Funds | 0.85 | ||||
| EMSQX | Shelton Emerging | 2.68 | ||||
| NASDX | Nasdaq-100 Index | 6.86 | ||||
| NDXKX | Nasdaq 100 | 7.21 |
Other Information on Investing in SMLKX Mutual Fund
Sp Smallcap financial ratios help investors to determine whether SMLKX 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 SMLKX with respect to the benefits of owning Sp Smallcap security.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities |