energy, gold, Mining, small caps, Utilities, value
Small caps are trading at a 21% discount to large caps, representing only the third time since 1980 that this universe has been this severely on sale. The fund focuses on the cheapest part of the US market with median market cap of $1.2 billion. Small caps emerged from the shadows of the Magnificent 7 late in Q4 with Russell 2000 Value surging 24.6% since October 27.
This report provides a detailed summary of investor holdings for a
specified stock ticker, highlighting key metrics such as fund
name, total assets under management (AUM), invested value,
portfolio weight, and shares owned. It also tracks changes in
share ownership during the last quarter, including the percentage
of shares bought or sold and the percentage of outstanding shares
owned. The data is generated using an API that processes investor
holdings and calculates these values for each fund. This report
helps investors and analysts monitor the stock positions of major
funds, identify investment trends, and assess the influence of
large investors on individual stocks.
