Cardinal Small Cap Fund Quote
| CCMSX Fund | USD 13.72 0.01 0.07% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Cardinal Small is trading at 13.72 as of the 30th of April 2024; that is 0.07 percent up since the beginning of the trading day. The fund's open price was 13.71. Cardinal Small has about a 20 % 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. Equity ratings for Cardinal Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of March 2024 and ending today, the 30th of April 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in securities of small capitalization companies. The Adviser defines small capitalization companies as companies with market capitalizations, at the time of acquisition, within the range of market capitalizations of companies constituting the Russell 2000 Index. More on Cardinal Small Cap
Moving together with Cardinal Mutual Fund
| 0.94 | VSMAX | Vanguard Small Cap | PairCorr |
| 0.94 | VSCIX | Vanguard Small Cap | PairCorr |
| 0.94 | VSCPX | Vanguard Small Cap | PairCorr |
| 0.94 | NAESX | Vanguard Small Cap | PairCorr |
| 0.86 | FSSNX | Fidelity Small Cap | PairCorr |
| 0.94 | DFSTX | Us Small Cap | PairCorr |
Cardinal Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Cardinal Small's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Cardinal Small or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Idea | Small Growth Funds (View all Themes) |
| Fund Concentration | Cardinal Capital Funds, Large Funds, Small Blend Funds, Small Growth Funds, Small Blend, Cardinal Capital, Large, Small Blend (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Cardinal Small Cap [CCMSX] is traded in USA and was established 30th of April 2024. Cardinal Small is listed under Cardinal Capital category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Cardinal Capital family. The entity is thematically classified as Small Growth Funds. This fund currently has accumulated 25.31 M in assets under management (AUM) with minimum initial investment of 1000 K. Cardinal Small Cap is currently producing year-to-date (YTD) return of 3.01% with the current yeild of 0.01%, while the total return for the last 3 years was -2.61%.
Check Cardinal 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 Cardinal 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 Cardinal 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 Cardinal 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 Cardinal Small Cap Mutual Fund Constituents
| VRRM | Verra Mobility Corp | Stock | Information Technology |
| CPE | Callon Petroleum | Stock | Energy |
| CFX | Colfax | Stock | Specialty Industrial Machinery |
| FRME | First Merchants | Stock | Financials |
| SLGN | Silgan Holdings | Stock | Materials |
| PACW | PacWest Bancorp | Stock | Financials |
| SSB | South State Corp | Stock | Financials |
Cardinal Small Target Price Odds Analysis
Based on a normal probability distribution, the odds of Cardinal Small jumping above the current price in 90 days from now is about 37.35%. The Cardinal Small Cap probability density function shows the probability of Cardinal Small mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.3205 suggesting as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Cardinal Small will likely underperform. Additionally, cardinal Small Cap has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Cardinal Small to move above the current price in 90 days from now is about 37.35 (This Cardinal Small Cap probability density function shows the probability of Cardinal Mutual Fund to fall within a particular range of prices over 90 days) .
Cardinal Small Cap Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Cardinal Small market risk premium is the additional return an investor will receive from holding Cardinal Small long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Cardinal Small. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Cardinal Small's alpha and beta are two of the key measurements used to evaluate Cardinal Small's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.7097 | |||
| Semi Deviation | 0.9672 | |||
| Standard Deviation | 0.9789 | |||
| Variance | 0.9583 |
Cardinal Small Against Markets
Picking the right benchmark for Cardinal Small mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Cardinal Small mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Cardinal Small is critical whether you are bullish or bearish towards Cardinal Small Cap at a given time. Please also check how Cardinal Small's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Cardinal Small without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Cardinal Mutual Fund?
Before investing in Cardinal Small, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Cardinal Small. To buy Cardinal Small fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Cardinal Small. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Cardinal Small fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Cardinal Small Cap fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Cardinal Small Cap fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Cardinal Small Cap, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Cardinal Small Cap?
The danger of trading Cardinal Small Cap is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Cardinal Small is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Cardinal Small. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Cardinal Small Cap is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Cardinal Small Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.