Small Cap Growth Fund Quote

ANORX Fund  USD 19.39  0.09  0.47%   

Performance

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Odds Of Distress

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Low
Small Cap is trading at 19.39 as of the 23rd of July 2025; that is 0.47 percent up since the beginning of the trading day. The fund's open price was 19.3. Small Cap 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 24th of April 2025 and ending today, the 23rd of July 2025. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in small cap companies. The portfolio managers consider small cap companies to include those with a market capitalization that does not exceed that of the largest company in the Russell 2000 Growth Index. More on Small Cap Growth

Moving together with Small Mutual Fund

  0.93AMDVX Mid Cap ValuePairCorr
  0.99AMEIX Equity GrowthPairCorr
  0.96AMGIX Income GrowthPairCorr
  0.62CDBCX Diversified BondPairCorr
  0.96AMKIX Emerging MarketsPairCorr

Small Mutual Fund Highlights

Fund ConcentrationAmerican Century Investments Funds, Large Funds, Small Growth Funds, Small Growth, American Century Investments, Large, Small Growth (View all Sectors)
Update Date30th of June 2025
Small Cap Growth [ANORX] is traded in USA and was established 23rd of July 2025. Small Cap is listed under American Century Investments category by Fama And French industry classification. The fund is listed under Small Growth category and is part of American Century Investments family. This fund presently has accumulated 1.03 B in assets under management (AUM) with no minimum investment requirementsSmall Cap Growth is currently producing year-to-date (YTD) return of 2.77%, while the total return for the last 3 years was 9.23%.
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 Growth 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 Growth Mutual Fund Constituents

SITESiteOne Landscape SupplyStockIndustrials
CLHClean HarborsStockIndustrials
BCOBrinks CompanyStockIndustrials
CACICACI InternationalStockInformation Technology
ETSYEtsy IncStockConsumer Discretionary
CHGGChegg IncStockConsumer Discretionary
MPWRMonolithic Power SystemsStockInformation Technology
COLDAmericold Realty TrustStockReal Estate
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Small Cap Growth Risk Profiles

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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