Papp Small Mid Cap Fund Quote
| PAPPX Fund | USD 31.38 0.11 0.35% |
PerformanceWeak
| Odds Of DistressLow
|
Papp Small is trading at 31.38 as of the 18th of December 2025; that is 0.35 percent decrease since the beginning of the trading day. The fund's open price was 31.49. Papp Small has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 18th of November 2025 and ending today, the 18th of December 2025. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in common stocks of small capitalization and mid-capitalization companies. There is no minimum percentage of assets that must be invested in either small or mid-cap issuers and the fund may be invested substantially in either small-cap or mid-cap issuers when the Adviser believes such focus is warranted.. More on Papp Small Mid Cap
Papp Mutual Fund Highlights
| Fund Concentration | Papp Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Papp, Large, Mid-Cap Growth (View all Sectors) |
| Update Date | 31st of December 2025 |
Papp Small Mid Cap [PAPPX] is traded in USA and was established 18th of December 2025. Papp Small is listed under Papp category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Papp family. This fund at this time has accumulated 34.09 M in assets with minimum initial investment of 5 K. Papp Small Mid is currently producing year-to-date (YTD) return of 4.47%, while the total return for the last 3 years was 7.96%.
Check Papp Small 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 Papp 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 Papp 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 Papp Small Mid 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.
Top Papp Small Mid Cap Mutual Fund Constituents
| MTD | Mettler Toledo International | Stock | Health Care | |
| XBI | SPDR SP Biotech | Etf | Health | |
| TROW | T Rowe Price | Stock | Financials | |
| TRMB | Trimble | Stock | Information Technology | |
| PEGA | Pegasystems | Stock | Information Technology | |
| AME | Ametek Inc | Stock | Industrials | |
| MKC | McCormick Company Incorporated | Etf | Consumer Staples | |
| IEX | IDEX Corporation | Stock | Industrials |
Papp Small Mid Risk Profiles
| Mean Deviation | 0.6296 | |||
| Semi Deviation | 0.8263 | |||
| Standard Deviation | 0.8122 | |||
| Variance | 0.6597 |
Papp Small Against Markets
Other Information on Investing in Papp Mutual Fund
Papp Small financial ratios help investors to determine whether Papp 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 Papp with respect to the benefits of owning Papp Small security.
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes |