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Small Cap Stock Fund

Objective:
The Small Cap Stock fund was developed for investors seeking aggressive long-term capital growth with high volatility, while having a long-term goal (more than 10 years from now).
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The fancy words:
Small-cap companies are defined as having market capitalization's below $1.7 billion USD. Stocks of small companies can provide substantial growth potential but are generally subject to more risk and erratic price movements than larger company stocks. These companies often have limited product lines, markets, financial resources and management teams may lack depth and experience.


  • Performance
  • Details
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Last Updated: October 1, 2019
Inception Date: April 05, 2000
​Date Funded: August 31, 2009**
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Returns
YTD
13.36%
1 Year
-14.23%
3 Year*
9.57%
5 Year*
5.97%
Volatility
23.26%
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How this portfolio was created.

  1. We identified small-cap growth stocks as those having market capitalizations smaller than $1.7 billion.
  2. We determined the average sales and earnings growth projections in a given sector.
  3. We screened for stocks with above-average earnings growth and sales projections compared to the sector average.
  4. We ranked these small-cap stocks keeping the sector weights comparable to the S&P 500.
  5. We equally weighted all stocks in the fund.
​
Number of Securities. There are generally 30 securities in this portfolio
Update Frequency: Quarterly.

If the characteristics of the portfolio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a portfolio has been updated that you place orders to update your holdings.

Past performance is no guarantee of future results.
See how returns are calculated

* Three year and five year returns are annualized.
** Returns reflect model performance from the Inception Date to the Date Funded, and funded performance since the Date Funded, if funded. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings.For information on how the performance is calculated click here. For information on why your performance may differ from the performance posted click here.

Portfolios are managed by jazzWealth and Folio Institutional. Folio Institutional is a FINRA registered broker-dealer, CRD #48015, SEC #52009. jazzWealth and Folio Institutional are unaffiliated entities. ​Performance metrics prior to inception (4/18/2016) of jazzWealth are solely those of Folio Institutional. ​


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Form CRS as of 7/27/2020
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Custody and Data Provided By:
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Jazz Wealth Managers, Inc. (CRD #282807 / SEC# 801-113840) is registered as an SEC registered investment advisory firm. 
 
Past performance is not a guarantee of future results.  Any historical returns, expected returns, or probability projections may not reflect actual future performance.  The material contained herein has been prepared from sources and data we believe to be reliable but we make no guarantee as to its accuracy or completeness.  The material is published solely for informational purposes and is not an offer to buy or sell or solicitation of an offer to buy or sell any security or investment product.  This material is not to be construed as providing investment services in any jurisdiction where such offers or solicitation would be illegal. 
 
You should be aware that investments can fluctuate in price, value and/or income, and you may get back less than you invested.  Investments or investment services mentioned may not be suitable for you, and if you have any doubts, you should seek advice from your investment advisor representative.

Folio Investments, Inc. is a member of the Securities Investor Protection Corporation (SIPC). A brochure explaining the coverage provided by SIPC is available on SIPC’s website at www.sipc.org. In addition to SIPC coverage, it has purchased supplemental customer securities insurance. Neither SIPC nor the supplemental insurance coverage protect against losses resulting from a decline in the market value of securities.

​Brokerage, custody and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC. Folio Investments, Inc. is an affiliate of Goldman Sachs & Co. LLC and a subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. The Goldman Sachs Group, Inc. and its subsidiaries and employees are engaged in businesses and have interests other than the services provided by Folio Investments, Inc.


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© Copyright 2020 Jazz Wealth Managers, Inc.

  • Home
  • Services
    • How we invest
    • Rollovers
    • chat with jazz
    • Guess the Dow!
    • Resources >
      • Blog
      • Retirement Investing
      • Personal Finance Investing
  • Client Center
  • Waitlist