Adirondack Small Cap Fund (ADKSX) Research

The fund aims to fulfill its stated objective by constructing a varied portfolio of equity investments in smaller, undervalued companies, as determined by its investment advisor. These small-cap enterprises are defined by the advisor as having market values comparable to or lower than those included in the Russell 2000 Index. Typically, at least 80% of the fund's total capital will be allocated to common stocks of such companies. Furthermore, the fund has the option to invest up to 15% of its assets in sponsored American Depositary Receipts (ADRs) issued by international entities.

Market snapshot

Symbol
ADKSX
Price
$38.87
Day change
+1.20%
Market cap
$75.5B
52-week range
30.31-39.11
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Biondo Focus Fund (BFONX)
  • Nuveen Large Cap Select Fund (FLRYX)
  • Fidelity Sustainable Multi-Asset Fund (FYMRX)
  • JAG Large Cap Growth Fund (JLGAX)
  • Live Oak Health Sciences Fund (LOGSX)
  • AMG GW&K International Small Cap Fund (MECAX)
  • Monetta Young Investor Growth Fund (MYIFX)
  • Paradigm Value Fund (PVFAX)

Open Adirondack Small Cap Fund (ADKSX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.