Small Cap Financials
| BRSVX Fund | USD 40.32 0.42 1.03% |
Small |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Small Cap Fund Summary
Small Cap competes with Aggressive Investors, Omni Small. The fund invests in a diversified portfolio of small-cap stocks that are listed on the New York Stock Exchange, NYSE American, and NASDAQ. It invests at least 80 percent of its net assets in stocks from among those in the small-cap value category at the time of purchase. The Adviser selects stocks within the small-cap value category for the fund using a statistical approach.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Bridgeway Funds |
| Mutual Fund Family | Bridgeway |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 661 3550 |
| Currency | USD - US Dollar |
Small Cap Key Financial Ratios
Small Cap's financial ratios allow both analysts and investors to convert raw data from Small Cap's financial statements into concise, actionable information that can be used to evaluate the performance of Small Cap over time and compare it to other companies across industries.Small Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Small Cap's current stock value. Our valuation model uses many indicators to compare Small Cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Small Cap competition to find correlations between indicators driving Small Cap's intrinsic value. More Info.Small Cap Value Fund is second largest fund in price to earning among similar funds. It also is second largest fund in price to book among similar funds fabricating about 0.09 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Small Cap Value Fund is roughly 11.41 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Small Cap's earnings, one of the primary drivers of an investment's value.Small Cap Value Systematic Risk
Small Cap's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Small Cap volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Small Cap Value correlated with the market. If Beta is less than 0 Small Cap generally moves in the opposite direction as compared to the market. If Small Cap Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Small Cap Value is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Small Cap is generally in the same direction as the market. If Beta > 1 Small Cap moves generally in the same direction as, but more than the movement of the benchmark.
Small Cap Thematic Clasifications
Small Cap Value Fund is part of Small Value Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with small to mid capitalization value equities. Funds or Etfs that invest in the undervalued stocks of small to mid-sized companies
This theme covers Funds with small to mid capitalization value equities. Funds or Etfs that invest in the undervalued stocks of small to mid-sized companies. Get More Thematic Ideas
Small Cap Value Fund is third largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Value category is currently estimated at about 2.17 Billion. Small Cap totals roughly 549.58 Million in net asset claiming about 25% of funds listed under Small Value category.| Small Value Funds | View |
Small Cap October 3, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Small Cap help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Small Cap Value Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Small Cap Value Fund based on widely used predictive technical indicators. In general, we focus on analyzing Small Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Small Cap's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.56 | |||
| Information Ratio | 0.0063 | |||
| Maximum Drawdown | 7.91 | |||
| Value At Risk | (2.70) | |||
| Potential Upside | 2.85 |
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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