Cardinal Small Financials
| CCMSX Fund | USD 14.30 0.06 0.42% |
Cardinal |
Please note that past performance is not an indicator of the future performance of Cardinal Small, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Cardinal Small Fund Summary
Cardinal Small competes with Vanguard Small, T Rowe, T Rowe, ABIVAX Société, and HUMANA. 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. The securities in which the fund invests are primarily common stock and real estate investment trusts .Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Cardinal Capital |
| Mutual Fund Family | Cardinal Capital |
| Mutual Fund Category | Small Blend |
| Benchmark | NYSE Composite |
| Phone | 844 226 7342 |
| Currency | USD - US Dollar |
You should never invest in Cardinal Small Cap without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Cardinal Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Cardinal Small's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Cardinal Small Key Financial Ratios
Generally speaking, Cardinal Small's financial ratios allow both analysts and investors to convert raw data from Cardinal Small's financial statements into concise, actionable information that can be used to evaluate the performance of Cardinal Small over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Cardinal Small Cap reports annually and quarterly.Cardinal Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Cardinal Small's current stock value. Our valuation model uses many indicators to compare Cardinal Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Cardinal Small competition to find correlations between indicators driving Cardinal Small's intrinsic value. More Info.Cardinal Small Cap is rated below average in price to earning among similar funds. It is the top fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Cardinal Small Cap is roughly 9.63 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Cardinal Small by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Cardinal Small's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Cardinal Small's earnings, one of the primary drivers of an investment's value.Cardinal Small Cap Systematic Risk
Cardinal Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Cardinal Small volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Cardinal Small Cap correlated with the market. If Beta is less than 0 Cardinal Small generally moves in the opposite direction as compared to the market. If Cardinal Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Cardinal Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Cardinal Small is generally in the same direction as the market. If Beta > 1 Cardinal Small moves generally in the same direction as, but more than the movement of the benchmark.
Cardinal Small Thematic Clasifications
Cardinal Small Cap is part of Small Growth Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with small to mid capitalization growth equities. Funds or Etfs that invest in stocks of small to mid-sized companies with above-average risk and growth rate that usually reinvest their earnings back into business
This theme covers Funds with small to mid capitalization growth equities. Funds or Etfs that invest in stocks of small to mid-sized companies with above-average risk and growth rate that usually reinvest their earnings back into business. Get More Thematic Ideas
Cardinal Small Cap is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Blend category is currently estimated at about 174.77 Billion. Cardinal Small adds roughly 25.31 Million in net asset claiming only tiny portion of funds listed under Small Blend category.| Small Growth Funds | View |
Cardinal Small May 22, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Cardinal Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Cardinal Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Cardinal Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing Cardinal Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Cardinal Small's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7996 | |||
| Information Ratio | 0.0055 | |||
| Maximum Drawdown | 3.77 | |||
| Value At Risk | (1.19) | |||
| Potential Upside | 1.53 |
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 Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.