KSCVX Rating, Research - Keeley Small Cap Value A

Keeley Small Cap Value A (kscvx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 33

Threats + Weaknesses = 19

When strengths & opportunities substantially exceed threats & weaknesses an investment in the kscvx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Keeley Small Cap Value A (KSCVX) Description: KSCVX is a mutual fund, which is an investment that owns a basket of assets. The KSCVX mutual fund was provided by Keeley and this investment vehicle derives the majority of its value from equity holdings (stocks). Keeleys mutual fund has a long management tenure and is in the large fund size classification. KSCVXs minimum initial investment amount is $2500 while the IRA minimum is $2500. KSCVXs expense ratio is roughly 1%. The latest KSCVXs front end load was 5% and the back end load was 0%. The Keeley Small Cap Value A (KSCVX) mutual fund falls under the small mixed category. KSCVX focuses its investments in USA and KSCVX is not affiliated with a particular industry or fund sector. The Keeley Small Cap Value A (KSCVX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find KSCVXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of KSCVXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund normally invests at least 80% of assets in the equities of micro-cap companies with market capitalizations less than $500 million. It may invest up to 25% of assets in the securities of foreign issuers. The fund invests in micro-cap companies that the advisor believes are trading significantly below its estimate of their current worth, basing this assessment chiefly on balance sheet quality and cash flow levels.

Management Analysis Update

Performance Analysis Update