STSCX Rating, Research - Stratton Small-Cap Value

Stratton Small-Cap Value (stscx)

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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 = 23

Threats + Weaknesses = 8

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

Fund Management Team

Fund Description Update

Stratton Small-Cap Value (STSCX) Description: STSCX is a mutual fund, which is an investment that owns a basket of assets. The STSCX mutual fund was provided by Stratton and this investment vehicle derives the majority of its value from equity holdings (stocks). Strattons mutual fund has a long management tenure and is in the large fund size classification. STSCXs minimum initial investment amount is $2000 while the IRA minimum is $0. STSCXs expense ratio is roughly 1%. The latest STSCXs front end load was 0% and the back end load was 0%. The Stratton Small-Cap Value (STSCX) mutual fund falls under the small mixed category. STSCX focuses its investments in USA and STSCX is not affiliated with a particular industry or fund sector. The Stratton Small-Cap Value (STSCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find STSCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of STSCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of assets in a blended portfolio of growth and value stocks (see stock research) of small-cap companies. The portfolio manager seeks opportunities across the growth/value spectrum, resulting in what is generally considered a ??core? portfolio. This investment vehicle process focuses on bottom-up stock selection with the goal of identifying companies that possess a sustainable competitive advantage combined with an attractive valuation. It may also invest in REITs, foreign securities, convertible bonds, securities outside the small-cap range and cash-equivalent securities.

Management Analysis Update

Performance Analysis Update