Small Cap Value Fund Class Y (SPVYX) Research
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 is to seek out and invest in securities it believes are undervalued, evaluating their worth against various financial benchmarks. These benchmarks often include a company's profitability (earnings), its balance sheet composition (capital structure), or how effectively it generates returns from its investments.
Market snapshot
- Symbol
- SPVYX
- Price
- $26.70
- Day change
- +1.06%
- Market cap
- $313.7M
- 52-week range
- 21.13-27.08
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Calamos Long/Short Equity & Dynamic Income Term Trust (CPZ)
- Heartland Value Plus Fund Insti Class Shs (HNVIX)
- Heartland Value Plus Fund Investor Class Shs (HRVIX)
- Martin Currie Emerging Markets Fund Class I (MCEIX)
- Martin Currie Emerging Markets Fund Class IS (MCEMX)
- ClearBridge Emerging Markets Fund - Class FI (MEFIX)
- PGIM Quant Solutions International Equity Fund- Class Z (PJIZX)
- T. Rowe Price Japan (PRJPX)
Open Small Cap Value Fund Class Y (SPVYX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.