Woodward Diversified Capital LLC Increases Stake in ConocoPhillips
| ZSCIX Fund | USD 30.63 0.64 2.05% |
Slightly above 62% of Zacks Small-cap's investor base is looking to short. The analysis of overall sentiment of trading Zacks Small Cap E mutual fund suggests that many investors are alarmed at this time. Zacks Small-cap's investing sentiment can be driven by a variety of factors including economic data, Zacks Small-cap's earnings reports, geopolitical events, and overall market trends.
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Woodward Diversified Capital LLC increased its holdings in ConocoPhillips by 18.9 percent in the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 7,138 shares of the energy producers stock after purchasing an additional 1,135 shares during the period. Woodward Diversified Capital LLCs holdings in
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Zacks Small-cap Fundamental Analysis
We analyze Zacks Small-cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Zacks Small-cap using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Zacks Small-cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
One Year Return
One Year Return Comparative Analysis
Zacks Small is currently under evaluation in one year return among similar funds. One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Zacks Small Cap Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Zacks Small-cap mutual fund to make a market-neutral strategy. Peer analysis of Zacks Small-cap could also be used in its relative valuation, which is a method of valuing Zacks Small-cap by comparing valuation metrics with similar companies.
Peers
Zacks Small-cap Related Equities
| GSXIX | Aberdeen Small | 0.77 |
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| ZSCCX | Zacks Small | 2.04 |
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| TRACX | Prudential Qma | 2.26 |
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| TDVFX | Towle Deep | 2.43 |
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| PVIVX | Paradigm Micro | 2.50 |
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Other Information on Investing in Zacks Mutual Fund
Zacks Small-cap financial ratios help investors to determine whether Zacks 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 Zacks with respect to the benefits of owning Zacks Small-cap security.
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