CornerCap Small-Cap Value Fund (CSCVX)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
CornerCap Small-Cap Value Fund (CSCVX) trades at $15.10 with AI Score 46/100 (Grade C). CornerCap Small-Cap Value Fund (CSCVX) focuses on investing in equity securities of small-cap U. S. companies. Market cap: $25.50M, Sector: Financial services.
Price live · AI analysis from Mar 18, 2026Analyst Coverage for CSCVX: CSCVX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates CSCVX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
CSCVX: the 1 perspectives are evenly split.
How is this calculated? →CornerCap Small-Cap Value Fund (CSCVX) Financial Services Profile
CornerCap Small-Cap Value Fund (CSCVX) is an asset management fund specializing in small-cap U.S. equities, mirroring the Russell 2000® Index's market capitalization range. With a market cap of $25.50M and a beta of 1.03, CSCVX offers investors exposure to the small-cap value segment within the broader financial services sector.
What Is the Investment Thesis for CSCVX?
CornerCap Small-Cap Value Fund (CSCVX), with a market capitalization of $25.50M and a beta of 1.03, presents a focused investment vehicle for exposure to U.S. small-cap equities. The fund's strategy of mirroring the Russell 2000® Index provides a benchmark-aligned approach to small-cap investing. Growth catalysts include potential outperformance of small-cap value stocks relative to broader market indices, particularly during economic recovery phases. Key value drivers involve the fund's ability to identify undervalued companies within the small-cap universe. Potential risks include market volatility affecting small-cap stocks and the fund's performance being tied to the Russell 2000® Index's fluctuations.
Based on FMP financials and quantitative analysis
CSCVX Key Highlights
- The fund invests more than 80% of its net assets in equity securities of small-cap U.S. companies.
- The fund defines small-cap companies as those companies with market capitalizations within the range of the Russell 2000® Index at the time of purchase.
- The fund's market capitalization is $0.03 billion.
- The fund has a beta of 1.03, indicating a slightly higher volatility than the market.
- The fund operates within the asset management industry, focusing on value investing.
Who Are CSCVX's Competitors?
CSCVX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| BGRWX Barrett Growth Fund | $27.33 | +0.89% | $24.10M | 46 |
| EMSLX Shelton Emerging Markets Fund | $22.23 | -1.20% | $26.71M | 44 |
| ICHKX Guinness Atkinson China & Hong Kong Fund | $14.69 | +0.75% | $25.19M | 47 |
| JMCRX James Micro Cap Fund | $26.26 | -1.39% | $30.70M | 47 |
| LVAMX LSV U.S. Managed Volatility Fund | $10.78 | +0.75% | $22.49M | 44 |
| NXDT NexPoint Diversified Real Estate Trust | $5.53 | +3.08% | $285.77M | 73 |
| GENB Generate Biomedicines, Inc. | $17.03 | -2.18% | $2.18B | 72 |
| SII Sprott Inc. | $118.11 | +2.72% | $3.05B | 71 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CSCVX's Key Strengths?
- Focused investment strategy on small-cap value stocks.
- Alignment with the Russell 2000® Index provides a clear benchmark.
- Experienced investment management team.
- Potential for higher returns compared to large-cap stocks.
What Are CSCVX's Weaknesses?
- Small market capitalization of the fund ($0.03B).
- Higher volatility associated with small-cap stocks.
- Dependence on the performance of the Russell 2000® Index.
- Limited diversification within the small-cap universe.
What Could Drive CSCVX Stock Higher?
- Potential outperformance of small-cap value stocks during economic recovery.
- Increased investor interest in specialized investment strategies.
- Strategic partnerships with financial advisors and institutions.
- Development of new investment products targeting specific segments of the small-cap market.
What Are the Key Risks for CSCVX?
- Market volatility affecting small-cap stocks.
- Economic downturn impacting small-cap companies.
- Dependence on the performance of the Russell 2000® Index.
- Increased competition from other small-cap funds.
What Are the Growth Opportunities for CSCVX?
- Increased investor demand for small-cap value funds could drive growth for CSCVX. As investors seek diversification and higher potential returns, small-cap value stocks may become more attractive. The market size for small-cap value funds is substantial, with billions of dollars in assets under management. CSCVX can capitalize on this trend by effectively marketing its value-oriented investment approach and demonstrating consistent performance relative to its benchmark. Timeline: Ongoing.
- Strategic partnerships with financial advisors and institutions could expand CSCVX's distribution network. By collaborating with advisors and institutions, CSCVX can reach a wider audience of potential investors. The market for institutional investment in small-cap funds is significant, with institutions seeking specialized investment strategies to enhance their portfolios. CSCVX can leverage its expertise in small-cap value investing to attract institutional clients. Timeline: Ongoing.
- Enhanced marketing and communication efforts could raise awareness of CSCVX and its investment strategy. By effectively communicating its value proposition and investment philosophy, CSCVX can attract new investors and increase its assets under management. The market for investment fund marketing is competitive, but CSCVX can differentiate itself by highlighting its focus on small-cap value and its alignment with the Russell 2000® Index. Timeline: Ongoing.
- Development of new investment products targeting specific segments of the small-cap market could diversify CSCVX's offerings. By creating specialized funds focused on specific sectors or industries within the small-cap universe, CSCVX can cater to a wider range of investor preferences. The market for specialized investment funds is growing, with investors seeking targeted exposure to specific market segments. CSCVX can leverage its expertise in small-cap investing to develop innovative and attractive investment products. Timeline: Upcoming.
- Expansion into new geographic markets could broaden CSCVX's investor base. By targeting investors in international markets, CSCVX can diversify its sources of capital and increase its assets under management. The market for international investment in U.S. small-cap equities is significant, with investors seeking exposure to the U.S. economy and the potential growth of small businesses. CSCVX can leverage its expertise in small-cap value investing to attract international investors. Timeline: Upcoming.
What Opportunities Does CSCVX Have?
- Increased investor demand for small-cap value funds.
- Strategic partnerships with financial advisors and institutions.
- Expansion into new geographic markets.
- Development of new investment products targeting specific segments of the small-cap market.
What Threats Does CSCVX Face?
- Economic downturn impacting small-cap companies.
- Increased competition from other small-cap funds.
- Market volatility affecting small-cap stock prices.
- Regulatory changes impacting the asset management industry.
What Are CSCVX's Competitive Advantages?
- Established track record in small-cap value investing.
- Alignment with the Russell 2000® Index provides a clear benchmark.
- Experienced investment management team with expertise in small-cap equities.
What Does CSCVX Do?
CornerCap Small-Cap Value Fund (CSCVX) is an investment fund focused on generating returns through investments in small-cap companies within the United States. The fund was established with the goal of providing investors access to the potential growth and value opportunities present in the small-cap equity market. CSCVX primarily invests in equity securities, allocating more than 80% of its net assets, which may include borrowings for investment purposes, into companies that meet its small-cap criteria. The fund's investment strategy is centered around identifying companies with market capitalizations that fall within the range of the Russell 2000® Index at the time of purchase, ensuring alignment with a widely recognized benchmark for small-cap performance. CSCVX operates within the asset management industry, offering a specialized investment vehicle for those seeking exposure to the small-cap segment of the U.S. equity market. The fund is managed with the aim of delivering long-term capital appreciation through a value-oriented investment approach.
What Products and Services Does CSCVX Offer?
- Invests primarily in equity securities of small-cap U.S. companies.
- Targets companies with market capitalizations within the range of the Russell 2000® Index.
- Allocates more than 80% of net assets to small-cap equities.
- Seeks to provide long-term capital appreciation through value investing.
- Manages a portfolio of small-cap stocks based on fundamental analysis.
- Offers investors exposure to the potential growth of small businesses in the U.S.
- Provides a benchmark-aligned approach to small-cap investing, mirroring the Russell 2000® Index.
How Does CSCVX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- AUM is the primary driver of revenue, increasing with fund performance and investor inflows.
- Expenses include investment management fees, operational costs, and marketing expenses.
What Industry Does CSCVX Operate In?
CornerCap Small-Cap Value Fund (CSCVX) operates within the asset management industry, which is characterized by a diverse range of investment strategies and fund types. The small-cap segment, in particular, offers opportunities for growth due to the potential for smaller companies to outperform larger, more established firms. The competitive landscape includes numerous funds targeting small-cap equities, each with its own investment approach and risk profile. CSCVX differentiates itself by focusing on value investing within the Russell 2000® Index's market capitalization range. Market trends include increasing investor interest in specialized investment strategies and the growing importance of active management in generating alpha.
Who Are CSCVX's Key Customers?
- Individual investors seeking exposure to small-cap U.S. equities.
- Institutional investors, including pension funds and endowments.
- Financial advisors and wealth managers allocating client assets.
CornerCap Small-Cap Value Fund (CSCVX) Valuation Context
Valued at $25.50M, CSCVX is classified as a micro-cap stock. Relative to its peer group, CSCVX's quantitative score of 46/100 is roughly in line with the peer average of 46/100.
ROE 0%Key Financial Metrics
Return on equity for CornerCap Small-Cap Value Fund stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. CSCVX trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
CSCVX Financials
Bull Case vs Bear Case
Bull Case
- Fund's small-cap focus could benefit from a broader market recovery, as smaller companies often outperform during economic expansions.
- Recent insider buying activity might signal confidence in the fund's future performance and undervalued holdings.
- Positive community sentiment suggests growing investor optimism about the fund's investment strategy and sector allocation.
- The fund's value-oriented approach could attract investors seeking undervalued assets in a potentially overvalued market.
Bear Case
- Small-cap funds can be more volatile than large-cap funds, making them susceptible to market downturns and economic uncertainty.
- Negative community sentiment could indicate concerns about the fund's recent performance or investment choices.
- Recent market developments might negatively impact the fund's holdings, particularly if the sectors it invests in face headwinds.
- Lack of significant insider activity or selling by insiders could suggest a lack of conviction in the fund's near-term prospects.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
CSCVX Latest News
No recent news available for CSCVX.
CSCVX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for CSCVX.
Price Targets
Wall Street price target analysis for CSCVX.
CSCVX MoonshotScore
What does this score mean?
The MoonshotScore rates CSCVX's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
CSCVX OTC Market Information
CSCVX trades on the OTC Other market tier of OTC Markets.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
What Investors Ask About CornerCap Small-Cap Value Fund (CSCVX) — Financial Services
What does CornerCap Small-Cap Value Fund do?
CornerCap Small-Cap Value Fund (CSCVX) is an investment fund that specializes in investing in equity securities of small-cap U.S. companies. The fund's primary objective is to achieve long-term capital appreciation by identifying and investing in undervalued companies within the small-cap market. CSCVX aligns its investment strategy with the Russell 2000® Index, focusing on companies with market capitalizations within the index's range. By focusing on small-cap value stocks, CSCVX aims to provide investors with exposure to the potential growth and value opportunities present in this segment of the market, offering a specialized investment vehicle for those seeking to diversify their portfolios.
What are the main risks for CSCVX?
The main risks for CornerCap Small-Cap Value Fund (CSCVX) include market volatility, particularly as it affects small-cap stocks, and the potential for an economic downturn to negatively impact small-cap companies. As the fund invests primarily in small-cap equities, its performance is closely tied to the performance of the Russell 2000® Index, making it vulnerable to fluctuations in the small-cap market. Additionally, increased competition from other small-cap funds could put pressure on CSCVX's ability to attract and retain investors. Regulatory changes impacting the asset management industry also pose a potential risk to the fund's operations and profitability. Investors should carefully consider these risks before investing in CSCVX.
What are the key factors to evaluate for CSCVX?
CornerCap Small-Cap Value Fund (CSCVX) holds an AI score of 46/100 (low). Not financial advice.
How frequently does CSCVX data refresh on this page?
CSCVX prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven CSCVX's recent stock price performance?
CornerCap Small-Cap Value Fund (CSCVX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Focused investment strategy on small-cap value stocks. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider CSCVX overvalued or undervalued right now?
Valuing CornerCap Small-Cap Value Fund (CSCVX) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying CSCVX?
Before investing in CornerCap Small-Cap Value Fund (CSCVX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding CSCVX to a portfolio?
Key strength of CornerCap Small-Cap Value Fund (CSCVX): Focused investment strategy on small-cap value stocks. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.