Small Cap Stock Fund Quote
| USCAX Fund | USD 14.18 0.07 0.50% |
PerformanceFair
| Odds Of DistressLow
|
Small Cap is trading at 14.18 as of the 6th of October 2025; that is 0.50 percent up since the beginning of the trading day. The fund's open price was 14.11. Small Cap 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. The performance scores are derived for the period starting the 8th of July 2025 and ending today, the 6th of October 2025. Click here to learn more.
The fund normally invests at least 80 percent of its assets in equity securities of companies with small market capitalizations. Although the fund invests primarily in U.S. securities, it may invest up to 20 percent of its total assets in foreign securities including securities issued in emerging markets.. More on Small Cap Stock
Moving together with Small Mutual Fund
Small Mutual Fund Highlights
| Thematic Idea | Small Blend Funds (View all Themes) |
| Fund Concentration | Victory Capital Funds, Large Funds, Small Blend Funds, Small Blend Funds, Small Blend, Victory Capital, Large, Small Blend (View all Sectors) |
| Update Date | 30th of September 2025 |
| Expense Ratio Date | 1st of December 2022 |
| Fiscal Year End | July |
Small Cap Stock [USCAX] is traded in USA and was established 6th of October 2025. Small Cap is listed under Victory Capital category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Victory Capital family. The entity is thematically classified as Small Blend Funds. This fund at this time has accumulated 970.95 M in net assets with no minimum investment requirementsSmall Cap Stock is currently producing year-to-date (YTD) return of 0.08% with the current yeild of 0.01%, while the total return for the last 3 years was 8.74%.
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 Stock 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 Stock Mutual Fund Constituents
| CUB | Lionheart Holdings | Stock | Aerospace & Defense | |
| IWM | iShares Russell 2000 | Etf | Small Blend | |
| QDEL | Quidel | Stock | Health Care | |
| FCN | FTI Consulting | Stock | Industrials | |
| BDC | Belden Inc | Stock | Information Technology | |
| SXT | Sensient Technologies | Stock | Materials | |
| ALEX | Alexander Baldwin Holdings | Stock | Real Estate | |
| OEC | Orion Engineered Carbons | Stock | Materials |
Small Cap Stock Risk Profiles
| Mean Deviation | 0.8031 | |||
| Semi Deviation | 0.7728 | |||
| Standard Deviation | 1.09 | |||
| Variance | 1.19 |
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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