Private Capital Management Fund Quote
| VFPIX Fund | USD 14.42 0.14 0.96% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Private Capital is trading at 14.42 as of the 18th of April 2024; that is -0.96% down since the beginning of the trading day. The fund's open price was 14.56. Private Capital has about a 23 % 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 Private Capital Management are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 21st of October 2023 and ending today, the 18th of April 2024. Click here to learn more.
The fund, under normal circumstances, primarily invests in common stocks of companies listed on stock exchanges in North America. There are no set limits on the market capitalizations of the companies in which it may invest. The Adviser applies a fundamental value, research driven investment approach.. More on Private Capital Management
Moving together with Private Mutual Fund
| 0.81 | VSMAX | Vanguard Small Cap | PairCorr |
| 0.81 | VSCIX | Vanguard Small Cap | PairCorr |
| 0.81 | VSCPX | Vanguard Small Cap | PairCorr |
| 0.82 | NAESX | Vanguard Small Cap | PairCorr |
| 0.87 | FSSNX | Fidelity Small Cap | PairCorr |
| 0.88 | DFSTX | Us Small Cap | PairCorr |
Moving against Private Mutual Fund
| 0.6 | XPPRX | Voya Prime Rate | PairCorr |
Private 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. Private Capital's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Private Capital or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Private Capital Management Funds, Large Funds, Small Blend Funds, Small Blend, Private Capital Management, Large, Small Blend (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of September 2022 |
| Fiscal Year End | April |
Private Capital Management [VFPIX] is traded in USA and was established 18th of April 2024. Private Capital is listed under Private Capital Management category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Private Capital Management family. This fund at this time has accumulated 54.86 M in net assets with minimum initial investment of 5 K. Private Capital Mana is currently producing year-to-date (YTD) return of 0.19%, while the total return for the last 3 years was 4.73%.
Check Private 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 Private 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 Private 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 Private Capital Management 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 Private Capital Management Mutual Fund Constituents
| SPTN | SpartanNash Co | Stock | Consumer Staples |
| RJF | Raymond James Financial | Stock | Financials |
| MPAA | Motorcar Parts of | Stock | Consumer Discretionary |
| TAST | Carrols Restaurant Group | Stock | Consumer Discretionary |
| TROX | Tronox Holdings PLC | Stock | Materials |
| SNEX | Stonex Group | Stock | Financials |
| QNST | QuinStreet | Stock | Communication Services |
Private Capital Target Price Odds Analysis
Based on a normal probability distribution, the odds of Private Capital jumping above the current price in 90 days from now is about 98.0%. The Private Capital Management probability density function shows the probability of Private Capital 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 1.2908. This entails as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Private Capital will likely underperform. Additionally, private Capital Management 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 Private Capital to move above the current price in 90 days from now is about 98.0 (This Private Capital Management probability density function shows the probability of Private Mutual Fund to fall within a particular range of prices over 90 days) .
Private Capital Mana Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Private Capital market risk premium is the additional return an investor will receive from holding Private Capital 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 Private Capital. 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 Private Capital's alpha and beta are two of the key measurements used to evaluate Private Capital's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.9744 | |||
| Standard Deviation | 1.23 | |||
| Variance | 1.52 | |||
| Risk Adjusted Performance | (0) |
Private Capital Against Markets
Picking the right benchmark for Private Capital 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 Private Capital 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 Private Capital is critical whether you are bullish or bearish towards Private Capital Management at a given time. Please also check how Private Capital'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 Private Capital 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 Private Mutual Fund?
Before investing in Private Capital, 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 Private Capital. To buy Private Capital fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Private Capital. 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 Private Capital fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Private Capital Management 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 Private Capital Management 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 Private Capital Management, 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 Private Capital Management?
The danger of trading Private Capital Management 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 Private Capital 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 Private Capital. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Private Capital Mana 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 World Market Map to better understand how to build diversified portfolios, which includes a position in Private Capital Management. 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 Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.