Small Cap Growth Fund Analysis
| JSJFX Fund | USD 16.39 0.25 1.50% |
Small Cap'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. Small Cap's financial risk is the risk to Small Cap 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 Small Cap'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 Small Cap 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 Small Cap to its assets or equity, showing how much of the company assets belong to shareholders vs. creditors. If shareholders own more assets, Small Cap is said to be less leveraged. If creditors hold a majority of Small Cap's assets, the Mutual Fund is said to be highly leveraged.
Small Cap Growth is overvalued with Real Value of 14.99 and Hype Value of 16.64. The main objective of Small Cap fund analysis is to determine its intrinsic value, which is an estimate of what Small Cap Growth is worth, separate from its market price. There are two main types of Small Mutual Fund analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic stability of Small Cap Growth. On the other hand, technical analysis, focuses on the price and volume data of Small Mutual Fund to identify patterns and trends that may indicate its future price movements.
The Small Cap 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.
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Small Mutual Fund Analysis Notes
The fund generated returns of 1.0% over the last ten years. Small Cap Growth retains about 6.62% of assets under management (AUM) in cash. Large To learn more about Small Cap Growth call the company at 888-972-8696.Small Cap Growth Investment Alerts
| The fund retains about 6.62% of its assets under management (AUM) in cash |
Top Small Cap Growth Mutual Fund Constituents
| ABCB | Ameris Bancorp | Stock | |
| HALO | Halozyme Therapeutics | Stock | |
| EHTH | eHealth | Stock | |
| OMCL | Omnicell | Stock | |
| ICUI | ICU Medical | Stock | |
| FRPT | Freshpet | Stock | |
| MEDP | Medpace Holdings | Stock | |
| WDFC | WD 40 Company | Stock | |
| MMSI | Merit Medical Systems | Stock | |
| KNSL | Kinsale Capital Group | Stock | |
| AVAV | AeroVironment | Stock | |
| GDOT | Green Dot | Stock | |
| INOV | Innovator ETFs Trust | Etf | |
| WK | Workiva | Stock | |
| NGVT | Ingevity Corp | Stock | |
| TXRH | Texas Roadhouse | Stock | |
| LGND | Ligand Pharmaceuticals Incorporated | Stock | |
| OLLI | Ollies Bargain Outlet | Stock | |
| FIVN | Five9 Inc | Stock | |
| LESL | Leslies | Stock | |
| AEIS | Advanced Energy Industries | Stock | |
| NSIT | Insight Enterprises | Stock | |
| AMN | AMN Healthcare Services | Stock | |
| SSD | Simpson Manufacturing | Stock | |
| KOP | Koppers Holdings | Stock |
Small Cap Outstanding Bonds
Small Cap 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. Small Cap Growth 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 Small bonds can be classified according to their maturity, which is the date when Small Cap Growth 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 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Small Cap Predictive Daily Indicators
Small Cap 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 Small Cap 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 | 0.98 | |||
| Day Median Price | 16.39 | |||
| Day Typical Price | 16.39 | |||
| Price Action Indicator | (0.12) | |||
| Period Momentum Indicator | (0.25) | |||
| Relative Strength Index | 57.16 |
Small Cap Forecast Models
Small Cap's time-series forecasting models are one of many Small Cap'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 Small Cap'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.Small Cap 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 Small Cap's operation. In addition, a high debt-to-assets ratio may indicate a low borrowing capacity of Small Cap, which in turn will lower the firm's financial flexibility.Small Cap Corporate Bonds Issued
About Small Mutual Fund Analysis
Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Small Cap 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 Small 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 Small Cap. By using and applying Small Mutual Fund analysis, traders can create a robust methodology for identifying Small entry and exit points for their positions.
The fund seeks to achieve its investment objective by investing at least 80 percent of its net assets in stocks of small-cap companies. The adviser defines small-cap companies as those that, at the time of initial purchase, have a market capitalization equal to or less than the largest company in the Russell 2000 Growth Index.
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As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our mutual fund analysis tools, you can find out how much better you can do when adding Small Cap to your portfolios without increasing risk or reducing expected return.Did you try this?
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Other Information on Investing in Small Mutual Fund
Small Cap 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 Cap security.
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