Adirondack Small Cap Fund Quote
| ADKSX Fund | USD 31.40 0.18 0.57% |
PerformanceSolid
| Odds Of DistressLow
|
Adirondack Small is trading at 31.40 as of the 20th of July 2025; that is 0.57 percent decrease since the beginning of the trading day. The fund's open price was 31.58. Adirondack Small has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
The fund seeks to achieve its objective by investing in a diversified portfolio of undervalued common stocks of small capitalization companies as determined by the Advisor. Under normal circumstances, at least 80 percent of the funds total assets will be invested in common stocks of small capitalization companies. More on Adirondack Small Cap
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Adirondack Mutual Fund Highlights
| Fund Concentration | Adirondack Funds, Large Funds, Small Value Funds, Small Value, Adirondack Funds, Large, Small Value (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
Adirondack Small Cap [ADKSX] is traded in USA and was established 20th of July 2025. Adirondack Small is listed under Adirondack Funds category by Fama And French industry classification. The fund is listed under Small Value category and is part of Adirondack Funds family. This fund presently has accumulated 34.14 M in assets under management (AUM) with minimum initial investment of 3 K. Adirondack Small Cap is currently producing year-to-date (YTD) return of 1.61%, while the total return for the last 3 years was 15.68%.
Check Adirondack 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 Adirondack 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 Adirondack 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 Adirondack 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.
Top Adirondack Small Cap Mutual Fund Constituents
| ODP | ODP Corp | Stock | Consumer Discretionary | |
| ASC | Ardmore Shpng | Stock | Energy | |
| TGI | Triumph Group | Stock | Industrials | |
| SANM | Sanmina | Stock | Information Technology | |
| MFA | MFA Financial | Stock | Financials | |
| CNO | CNO Financial Group | Stock | Financials | |
| VG | Venture Global, | Stock | Energy | |
| UIS | Unisys | Stock | Information Technology |
Adirondack Small Cap Risk Profiles
| Mean Deviation | 0.7968 | |||
| Semi Deviation | 0.7544 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.09 |
Adirondack Small Against Markets
Other Information on Investing in Adirondack Mutual Fund
Adirondack Small financial ratios help investors to determine whether Adirondack 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 Adirondack with respect to the benefits of owning Adirondack Small security.
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| Analyst Advice Analyst recommendations and target price estimates broken down by several categories |