Small Capitalization Portfolio Fund Manager Performance Evaluation
| SSCPX Fund | USD 7.37 0.14 1.86% |
The entity has a beta of 1.06, which indicates a somewhat significant risk relative to the market. Small Capitalization returns are very sensitive to returns on the market. As the market goes up or down, Small Capitalization is expected to follow.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Small Capitalization Portfolio are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Small Capitalization showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 29th of December 2025 | |
| Expense Ratio | 2.5000 |
Small |
Small Capitalization Relative Risk vs. Return Landscape
If you would invest 639.00 in Small Capitalization Portfolio on October 28, 2025 and sell it today you would earn a total of 98.00 from holding Small Capitalization Portfolio or generate 15.34% return on investment over 90 days. Small Capitalization Portfolio is currently producing 0.249% returns and takes up 1.7624% volatility of returns over 90 trading days. Put another way, 15% of traded mutual funds are less volatile than Small, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Small Capitalization Current Valuation
Undervalued
Today
Please note that Small Capitalization's price fluctuation is not too volatile at this time. At this time, the fund appears to be undervalued. Small Capitalization has a current Real Value of $7.83 per share. The regular price of the fund is $7.37. We determine the value of Small Capitalization from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Small Capitalization is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Small Mutual Fund. However, Small Capitalization's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 7.37 | Real 7.83 | Hype 7.37 |
The intrinsic value of Small Capitalization's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Small Capitalization's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Small Capitalization Portfolio helps investors to forecast how Small mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Small Capitalization more accurately as focusing exclusively on Small Capitalization's fundamentals will not take into account other important factors: Small Capitalization Target Price Odds to finish over Current Price
The tendency of Small Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 7.37 | 90 days | 7.37 | about 6.28 |
Based on a normal probability distribution, the odds of Small Capitalization to move above the current price in 90 days from now is about 6.28 (This Small Capitalization Portfolio probability density function shows the probability of Small Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.06 . This usually implies Small Capitalization Portfolio market returns are sensitive to returns on the market. As the market goes up or down, Small Capitalization is expected to follow. Additionally Small Capitalization Portfolio has an alpha of 0.1694, implying that it can generate a 0.17 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Small Capitalization Price Density |
| Price |
Predictive Modules for Small Capitalization
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Small Capitalization. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Small Capitalization Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Small Capitalization is not an exception. The market had few large corrections towards the Small Capitalization's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Small Capitalization Portfolio, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Small Capitalization within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.17 | |
β | Beta against Dow Jones | 1.06 | |
σ | Overall volatility | 0.47 | |
Ir | Information ratio | 0.10 |
Small Capitalization Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Small Capitalization for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Small Capitalization can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Commercial Metals price target increased by 11.60 percent to 79.82 - MSN | |
| The fund maintains about 5.06% of its assets in cash |
Small Capitalization Fundamentals Growth
Small Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Small Capitalization, and Small Capitalization fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Small Mutual Fund performance.
| Price To Earning | 17.86 X | |||
| Price To Book | 2.38 X | |||
| Price To Sales | 1.07 X | |||
| Total Asset | 6.01 M | |||
About Small Capitalization Performance
Evaluating Small Capitalization's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Small Capitalization has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Small Capitalization has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund will normally invest at least 80 percent of its total assets in common stocks of companies whose stock market capitalizations fall within the range of capitalizations in the Russell 2000 Index. The Russell 2000 Index is reconstituted annually at the midpoint of the calendar year. Under adverse market conditions, the fund may also make temporary investments in investment grade debt securities.Things to note about Small Capitalization performance evaluation
Checking the ongoing alerts about Small Capitalization for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Small Capitalization help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Commercial Metals price target increased by 11.60 percent to 79.82 - MSN | |
| The fund maintains about 5.06% of its assets in cash |
- Analyzing Small Capitalization's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Small Capitalization's stock is overvalued or undervalued compared to its peers.
- Examining Small Capitalization's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Small Capitalization's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Small Capitalization's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Small Capitalization's mutual fund. These opinions can provide insight into Small Capitalization's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Small Mutual Fund
Small Capitalization 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 Capitalization security.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios |