Dreyfus Smallcap Stock Fund Quote
| DISIX Fund | USD 24.66 0.22 0.90% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Dreyfus Smallcap is trading at 24.66 as of the 20th of April 2024; that is 0.90 percent increase since the beginning of the trading day. The fund's open price was 24.44. Dreyfus Smallcap has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Dreyfus Smallcap Stock are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of June 2022 and ending today, the 20th of April 2024. Click here to learn more.
To pursue its goal, the fund generally is fully invested in all of the stocks that comprise the SP SmallCap 600 Index and in futures whose performance is tied to the index. It generally invests in all 600 stocks in the index in proportion to their weighting in the index however, at times, the fund may invest in a representative sample of stocks included in the index and in futures whose performance is tied to the index. More on Dreyfus Smallcap Stock
Moving together with Dreyfus Mutual Fund
| 0.69 | DHGAX | Dreyfusstandish Global | PairCorr |
Dreyfus 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. Dreyfus Smallcap's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Dreyfus Smallcap or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | BNY Mellon Funds, Large Funds, Small Blend Funds, Small Blend, BNY Mellon (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of March 2019 |
| Fiscal Year End | October |
Dreyfus Smallcap Stock [DISIX] is traded in USA and was established 20th of April 2024. Dreyfus Smallcap is listed under BNY Mellon category by Fama And French industry classification. The fund is listed under Small Blend category and is part of BNY Mellon family. This fund currently has accumulated 1.96 B in assets under management (AUM) with no minimum investment requirementsDreyfus Smallcap Stock is currently producing year-to-date (YTD) return of 2.4% with the current yeild of 0.02%, while the total return for the last 3 years was -0.28%.
Check Dreyfus Smallcap 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 Dreyfus 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 Dreyfus 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 Dreyfus Smallcap Stock 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 Dreyfus Smallcap Stock Mutual Fund Constituents
| NEO | NeoGenomics | Stock | Health Care |
| EBS | Emergent Biosolutions | Stock | Health Care |
| HAE | Haemonetics | Stock | Health Care |
| NSP | Insperity | Stock | Industrials |
| FOXF | Fox Factory Holding | Stock | Consumer Discretionary |
| OMCL | Omnicell | Stock | Health Care |
| MTH | Meritage | Stock | Consumer Discretionary |
Dreyfus Smallcap Target Price Odds Analysis
Based on a normal probability distribution, the odds of Dreyfus Smallcap jumping above the current price in 90 days from now is more than 93.0%. The Dreyfus Smallcap Stock probability density function shows the probability of Dreyfus Smallcap 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 1.5518 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, Dreyfus Smallcap will likely underperform. Additionally, dreyfus Smallcap Stock 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 Dreyfus Smallcap to move above the current price in 90 days from now is more than 93.0 (This Dreyfus Smallcap Stock probability density function shows the probability of Dreyfus Mutual Fund to fall within a particular range of prices over 90 days) .
Dreyfus Smallcap Stock Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Dreyfus Smallcap market risk premium is the additional return an investor will receive from holding Dreyfus Smallcap 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 Dreyfus Smallcap. 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 Dreyfus Smallcap's alpha and beta are two of the key measurements used to evaluate Dreyfus Smallcap's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.9062 | |||
| Semi Deviation | 1.3 | |||
| Standard Deviation | 1.19 | |||
| Variance | 1.42 |
Dreyfus Smallcap Against Markets
Picking the right benchmark for Dreyfus Smallcap 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 Dreyfus Smallcap 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 Dreyfus Smallcap is critical whether you are bullish or bearish towards Dreyfus Smallcap Stock at a given time. Please also check how Dreyfus Smallcap'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 Dreyfus Smallcap 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 Dreyfus Mutual Fund?
Before investing in Dreyfus Smallcap, 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 Dreyfus Smallcap. To buy Dreyfus Smallcap fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Dreyfus Smallcap. 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 Dreyfus Smallcap fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Dreyfus Smallcap Stock 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 Dreyfus Smallcap Stock 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 Dreyfus Smallcap Stock, 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 Dreyfus Smallcap Stock?
The danger of trading Dreyfus Smallcap Stock 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 Dreyfus Smallcap 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 Dreyfus Smallcap. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Dreyfus Smallcap Stock 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 Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dreyfus Smallcap Stock. 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 gross domestic product. You can also try the Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.