Fisher Investments is trading at 13.30 as of the 25th of November 2024; that is 1.76 percent increase since the beginning of the trading day. The fund's open price was 13.07. Fisher Investments has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Fisher Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of December 2022 and ending today, the 25th of November 2024. Click here to learn more.
The fund seeks to achieve its objective by investing primarily in a portfolio of equity securities of small cap issuers located in the United States. Under normal circumstances, it invests at least 80 percent of its assets in common stocks of U.S. small cap companies. More on Fisher Small Cap
Fisher Small Cap [IUSCX] is traded in USA and was established 25th of November 2024. Fisher Investments is listed under Fisher Investments category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Fisher Investments family. The entity is thematically classified as Small Growth Funds. Fisher Investments currently has accumulated 206.85 K in assets under management (AUM) with no minimum investment requirements with the current yeild of 0.0%.
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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 Fisher 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 Fisher 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 Fisher Small Cap 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.
Other Information on Investing in Fisher Mutual Fund
Fisher Investments financial ratios help investors to determine whether Fisher 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 Fisher with respect to the benefits of owning Fisher Investments security.