Snow Capital is trading at 55.69 as of the 21st of July 2025; that is 0.22 percent down since the beginning of the trading day. The fund's open price was 55.81. Snow Capital 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 22nd of April 2025 and ending today, the 21st 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
Snow Capital Small [SNWCX] is traded in USA and was established 21st 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 39.17 M in assets with no minimum investment requirementsSnow Capital Small is currently producing year-to-date (YTD) return of 5.26% with the current yeild of 0.0%, while the total return for the last 3 years was 16.63%.
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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.
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.