Small Cap Equity Fund Quote
| GSCYX Fund | USD 19.86 0.05 0.25% |
Performance12 of 100
| Odds Of DistressLess than 18
|
Small Cap is trading at 19.86 as of the 11th of November 2024; that is 0.25 percent decrease since the beginning of the trading day. The fund's open price was 19.91. Small Cap 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 Small Cap Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 12th of October 2024 and ending today, the 11th of November 2024. Click here to learn more.
The fund invests mainly in equity securities, which may include stock, stock futures, rights, warrants or securities convertible into stock, of U.S. companies that, at the time of purchase, are in the small capitalization segment of the U.S. equity market, generally consistent with the capitalization range of companies comprising the Russell 2000 Index.. More on Small Cap Equity
Moving together with Small Mutual Fund
Small Mutual Fund Highlights
| Fund Concentration | GuideStone Funds, Large Funds, Small Blend Funds, Small Blend, GuideStone Funds, Large, Small Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
Small Cap Equity [GSCYX] is traded in USA and was established 11th of November 2024. Small Cap is listed under GuideStone Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of GuideStone Funds family. This fund currently has accumulated 614.53 M in assets under management (AUM) with no minimum investment requirementsSmall Cap Equity is currently producing year-to-date (YTD) return of 16.91% with the current yeild of 0.01%, while the total return for the last 3 years was 1.6%.
Check Small Cap 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 Small 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 Small 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 Small Cap Equity 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 Small Cap Equity Mutual Fund Constituents
| STRA | Strategic Education | Stock | Consumer Discretionary | |
| ACCO | Acco Brands | Stock | Industrials | |
| ONB | Old National Bancorp | Stock | Financials | |
| CMCO | Columbus McKinnon | Stock | Industrials | |
| PCTY | Paylocity Holdng | Stock | Information Technology | |
| IIVI | II VI Incorporated | Stock | Information Technology | |
| ADUS | Addus HomeCare | Stock | Health Care | |
| INSP | Inspire Medical Systems | Stock | Health Care |
Small Cap Top Holders
| GMYYX | Mydestination 2045 Fund | Mutual Fund | Target-Date 2045 | |
| GGRYX | Growth Allocation Fund | Mutual Fund | Allocation--70% to 85% Equity | |
| GMHZX | Mydestination 2035 Fund | Mutual Fund | Target-Date 2035 | |
| GMGZX | Mydestination 2055 Fund | Mutual Fund | Target-Date 2055 | |
| GMTZX | Mydestination 2015 Fund | Mutual Fund | Target-Date 2015 | |
| GAGYX | Aggressive Allocation Fund | Mutual Fund | World Large-Stock Blend | |
| GMTYX | Mydestination 2015 Fund | Mutual Fund | Target-Date 2015 | |
| GMHYX | Mydestination 2035 Fund | Mutual Fund | Target-Date 2035 |
Small Cap Equity Risk Profiles
| Mean Deviation | 0.8638 | |||
| Semi Deviation | 0.722 | |||
| Standard Deviation | 1.25 | |||
| Variance | 1.56 |
Small Cap Against Markets
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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