Snow Capital Small Fund Quote
| SNWAX Fund | USD 62.05 0.14 0.23% |
PerformanceSolid
| Odds Of DistressLow
|
Snow Capital is trading at 62.05 as of the 20th of July 2025; that is 0.23 percent down since the beginning of the trading day. The fund's open price was 62.19. Snow Capital has less than a 14 % 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 invests at least 80 percent of its net assets, at cost, in equity securities of companies with market capitalizations in the range of the Russell 2000 Value Index . Its investments in equity securities may include common and preferred stocks, convertible securities, and shares of other investment companies and exchange-traded funds that invest in equity securities of small-cap companies. More on Snow Capital Small
Moving together with Snow Mutual Fund
Snow Mutual Fund Highlights
| Fund Concentration | Snow Capital Funds, Large Funds, Small Value Funds, Small Value, Snow Capital Funds (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 28th of June 2021 |
| Fiscal Year End | February |
Snow Capital Small [SNWAX] is traded in USA and was established 20th of July 2025. Snow Capital is listed under Snow Capital Funds category by Fama And French industry classification. The fund is listed under Small Value category and is part of Snow Capital Funds family. This fund at this time has accumulated 22.7 M in assets with minimum initial investment of 2.5 K. Snow Capital Small is currently producing year-to-date (YTD) return of 5.66% with the current yeild of 0.01%, while the total return for the last 3 years was 17.51%.
Check Snow Capital 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 Snow 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 Snow 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 Snow Capital Small 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 Snow Capital Small Mutual Fund Constituents
| BKU | BankUnited | Stock | Financials | |
| PAY | Paymentus Holdings | Stock | Information Technology | |
| GDOT | Green Dot | Stock | Financials | |
| WCC | WESCO International | Stock | Industrials | |
| SKX | Skechers USA | Stock | Consumer Discretionary | |
| CAKE | The Cheesecake Factory | Stock | Consumer Discretionary | |
| DK | Delek Energy | Stock | Energy | |
| CNO | CNO Financial Group | Stock | Financials |
Snow Capital Small Risk Profiles
| Mean Deviation | 1.03 | |||
| Semi Deviation | 0.8678 | |||
| Standard Deviation | 1.38 | |||
| Variance | 1.92 |
Snow Capital Against Markets
Other Information on Investing in Snow Mutual Fund
Snow Capital financial ratios help investors to determine whether Snow 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 Snow with respect to the benefits of owning Snow Capital security.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
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| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |