Acuitas Microcap is trading at 15.15 as of the 10th of November 2024; that is 0.80 percent up since the beginning of the trading day. The fund's open price was 15.03. Acuitas Microcap has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Acuitas Microcap Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 11th of October 2024 and ending today, the 10th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in the equity securities of microcap companies that are headquartered in the U.S., or generate at least 50 percent of their revenue from activity in the U.S. It will pursue its investment objective using a multi-manager process, allocating assets among a carefully chosen group of asset managers . More on Acuitas Microcap Fund
Acuitas Microcap Fund [AFMCX] is traded in USA and was established 10th of November 2024. Acuitas Microcap is listed under Acuitas Investments category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Acuitas Investments family. This fund presently has accumulated 62.88 M in assets under management (AUM) with minimum initial investment of 100 K. Acuitas Microcap is currently producing year-to-date (YTD) return of 3.97%, while the total return for the last 3 years was -1.47%.
Check Acuitas Microcap Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Acuitas Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Acuitas Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Acuitas Microcap Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Acuitas Microcap Fund Mutual Fund Constituents
Other Information on Investing in Acuitas Mutual Fund
Acuitas Microcap financial ratios help investors to determine whether Acuitas 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 Acuitas with respect to the benefits of owning Acuitas Microcap security.