Bogle Small Cap Fund Analysis
| BOGIX Fund | USD 31.86 0.29 0.90% |
Bogle Small's financial leverage is the degree to which the firm utilizes its fixed-income securities and uses equity to finance projects. Companies with high leverage are usually considered to be at financial risk. Bogle Small's financial risk is the risk to Bogle Small stockholders that is caused by an increase in debt. In other words, with a high degree of financial leverage come high-interest payments, which usually reduce Earnings Per Share (EPS).
Given that Bogle Small's debt-to-equity ratio measures a Mutual Fund's obligations relative to the value of its net assets, it is usually used by traders to estimate the extent to which Bogle Small is acquiring new debt as a mechanism of leveraging its assets. A high debt-to-equity ratio is generally associated with increased risk, implying that it has been aggressive in financing its growth with debt. Another way to look at debt-to-equity ratios is to compare the overall debt load of Bogle Small to its assets or equity, showing how much of the company assets belong to shareholders vs. creditors. If shareholders own more assets, Bogle Small is said to be less leveraged. If creditors hold a majority of Bogle Small's assets, the Mutual Fund is said to be highly leveraged.
Bogle Small Cap is fairly valued with Real Value of 31.5 and Hype Value of 31.86. The main objective of Bogle Small fund analysis is to determine its intrinsic value, which is an estimate of what Bogle Small Cap is worth, separate from its market price. There are two main types of Bogle Mutual Fund analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic stability of Bogle Small Cap. On the other hand, technical analysis, focuses on the price and volume data of Bogle Mutual Fund to identify patterns and trends that may indicate its future price movements.
The Bogle Small mutual fund is traded in the USA on NMFQS Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA.
Bogle |
Bogle Mutual Fund Analysis Notes
The fund holds 98.98% of assets under management (AUM) in equities. Bogle Small Cap last dividend was 0.07 per share. Large For more info on Bogle Small Cap please contact the company at 877-264-5346.Bogle Small Cap Investment Alerts
| Latest headline from globenewswire.com: XA Investments Reports Record Growth in 2025 in its Fourth Quarter 2025 Market Update | |
| The fund holds 98.98% of its assets under management (AUM) in equities |
Top Bogle Small Cap Mutual Fund Constituents
| EHTH | eHealth | Stock | |
| MUSA | Murphy USA | Stock | |
| WTI | WT Offshore | Stock | |
| PJT | PJT Partners | Stock | |
| EVRI | Everi Holdings | Stock | |
| RUBI | Rubico Common Stock | Stock | |
| HRI | Herc Holdings | Stock | |
| QURE | Uniqure NV | Stock | |
| STC | Stewart Information Services | Stock | |
| ITGR | Integer Holdings Corp | Stock | |
| BLDR | Builders FirstSource | Stock | |
| AKBA | Akebia Ther | Stock | |
| BRBR | Bellring Brands LLC | Stock | |
| FBP | First Bancorp | Stock | |
| SNEX | Stonex Group | Stock | |
| AUDC | AudioCodes | Stock | |
| DECK | Deckers Outdoor | Stock | |
| CUTR | Cutera Inc | Pink Sheet | |
| ATKR | Atkore International Group | Stock | |
| KOP | Koppers Holdings | Stock | |
| MEDP | Medpace Holdings | Stock | |
| CROX | Crocs Inc | Stock | |
| COKE | Coca Cola Consolidated | Stock | |
| TSE | Trinseo SA | Stock | |
| CDNA | CareDx Inc | Stock | |
| BZH | Beazer Homes USA | Stock | |
| UNF | Unifirst | Stock |
Institutional Mutual Fund Holders for Bogle Small
Have you ever been surprised when a price of an equity instrument such as Bogle Small is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Bogle Small Cap backward and forwards among themselves. Bogle Small's institutional investor refers to the entity that pools money to purchase Bogle Small's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| SGPGX | Sgi Prudent Growth | Mutual Fund | Allocation--50% to 70% Equity | |
| SGPKX | Sgi Peak Growth | Mutual Fund | Large Blend |
Bogle Small Outstanding Bonds
Bogle Small issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Bogle Small Cap uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Bogle bonds can be classified according to their maturity, which is the date when Bogle Small Cap has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Bogle Small Predictive Daily Indicators
Bogle Small intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Bogle Small mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 31.86 | |||
| Day Typical Price | 31.86 | |||
| Price Action Indicator | (0.14) | |||
| Period Momentum Indicator | (0.29) | |||
| Relative Strength Index | 56.89 |
Bogle Small Forecast Models
Bogle Small's time-series forecasting models are one of many Bogle Small's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Bogle Small's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Bogle Small Assets Financed by Debt
Typically, companies with high debt-to-asset ratios are said to be highly leveraged. The higher the ratio, the greater risk will be associated with the Bogle Small's operation. In addition, a high debt-to-assets ratio may indicate a low borrowing capacity of Bogle Small, which in turn will lower the firm's financial flexibility.Bogle Small Corporate Bonds Issued
About Bogle Mutual Fund Analysis
Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Bogle Small prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Bogle shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as Bogle Small. By using and applying Bogle Mutual Fund analysis, traders can create a robust methodology for identifying Bogle entry and exit points for their positions.
The fund seeks to achieve its objective by investing under normal circumstances at least 80 percent of the net assets of the portfolio in the stocks of U.S. companies with market capitalizations, at the time of purchase, that are within the trailing twelve-month range of the market capitalizations of those companies that are included in the Russell 2000 Index . As part of its investment strategy, the Adviser will continue to invest in Small Cap Stocks that the adviser believes will appreciate more than the index.
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Other Information on Investing in Bogle Mutual Fund
Bogle Small financial ratios help investors to determine whether Bogle 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 Bogle with respect to the benefits of owning Bogle Small security.
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