SPVYX Stock: Small Cap Value Fund Class Y Stock Price, Analysis & Insights
Get live SPVYX stock price $26.34, comprehensive Small Cap Value Fund Class Y stock analysis, charts, news, and expert forecast. Real-time SPVYX stock data and investment insights.
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Small Cap Value Fund Class Y (SPVYX) Overview
Small Cap Value Fund Class Y (SPVYX) is a publicly traded company in the Financial Services sector , specifically within the Asset Management industry . As of the latest trading session, SPVYX trades at $26.34 with a market capitalization of 313.70M . Over the past 52 weeks, SPVYX has traded between $20.95 and $26.34 , with the current price positioned at approximately 100% of this range . The ...
Key Takeaways
- Operates in the Financial Services sector (Asset Management)
- Market cap: 313.70M
- Current price: $26.34
- 52-week range: $20.95 - $26.34
- P/E ratio: 14.11
Investment Score
A systematic tri-factor framework that integrates valuation, business quality, and market momentum into one investment signal. This helps investors triage opportunities faster, while surfacing risk regimes that may require tighter position sizing or deeper due diligence.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
Under typical conditions, the fund will commit at least 80% of its total investment capital (which includes its net assets and any funds borrowed for investment purposes) to equity securities issued by smaller companies. The fund's primary approach i...
Company Information
- CEO
- Sector
- Financial Services
- Industry
- Asset Management
- Employees
- N/A
Contact Information
- Address
- BOSTON MA 02109
- Country
- US
Investment Analysis & Business Insights
Investment Highlights
✓ Strong presence in the Financial Services sector with established market position
✓ Listed on major US exchange (NASDAQ) providing liquidity and transparency
✓ Valuation metrics suggest potential value opportunity (P/E: 14.1)
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for Small Cap Value Fund Class Y shareholders
- ⚠Market volatility can significantly impact stock price, especially for smaller companies
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for Small Cap Value Fund Class Y
- ⚠Investors should consider how Small Cap Value Fund Class Y fits within their overall portfolio allocation
- ⚠Valuation metrics suggest potential, but require fundamental analysis
Market Cap
313.70M
P/E Ratio (TTM)
14.11
Beta
1.04
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
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About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.