Rice, Hall, James Small Cap Portfolio
Rice, Hall, James Small Cap Portfolio
Your view on RHJMX
Overview
What the company does, where it operates, and who runs it.
About Rice, Hall, James Small Cap Portfolio
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Thomas W. McDowell
- Headquarters
- 1 Freedom Valley Drive, Oaks, PA, US
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Thomas W. McDowell
- Headquarters
- 1 Freedom Valley Drive, Oaks, PA, US
Typically, this fund allocates a substantial portion—at least 80% of its net assets, supplemented by any borrowed funds for investment—to equity holdings of small-capitalization firms. These equity positions predominantly consist of common shares. Its investment strategy targets U.S.-based entities whose market capitalization (calculated as the number of outstanding shares multiplied by their price) falls within the parameters of the Russell 2000 Index's composition during its annual re-evaluation in June, specifically at the moment of the initial share acquisition.
Media
Infographics, videos, and posts covering the company.
Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks the stock is worth vs. the current price.
FRC's fair value estimate for Rice, Hall, James Small Cap Portfolio, and the rating behind it. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for Rice, Hall, James Small Cap Portfolio. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for Rice, Hall, James Small Cap Portfolio. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for Rice, Hall, James Small Cap Portfolio. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for Rice, Hall, James Small Cap Portfolio. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
Rice, Hall, James Small Cap Portfolio valued side by side against its closest peers. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
Which funds and firms own the stock.
Which institutions hold Rice, Hall, James Small Cap Portfolio, and how their positions are changing. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings.
Insider Trading
Recent buying and selling by company executives.
Buying and selling by Rice, Hall, James Small Cap Portfolio executives and directors. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned.
Senate Trading
U.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming Rice, Hall, James Small Cap Portfolio. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely.
House Trading
U.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming Rice, Hall, James Small Cap Portfolio. Representatives' reported transactions in this security, shown next to the company's fundamentals.
News
Latest headlines and market coverage.
Latest headlines and company announcements for Rice, Hall, James Small Cap Portfolio. Press releases and market coverage, newest first.