Capital Management Financials
| CMCIX Fund | USD 30.79 0.05 0.16% |
Capital |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Capital Management Fund Summary
Capital Management competes with Us Real, Msif Us, Fidelity Real, Guggenheim Risk, and Prudential Real. Under normal market conditions, the fund invests at least 80 percent of its net assets in common stocks of small- to mid-capitalization companies . The manager defines small- to mid-capitalization companies as those whose market capitalization falls within the range of the Russell 2500 Index at the time of investments. As of March 31, 2023, the market capitalization range for Russell 2500 Index was 3.0 million to 23.8 billion.Specialization | Mid-Cap Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Capital Management Investment |
| Mutual Fund Family | Calvert Research and Management |
| Mutual Fund Category | Mid-Cap Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 888 626 3863 |
| Currency | USD - US Dollar |
Capital Management Key Financial Ratios
Capital Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Capital Management's current stock value. Our valuation model uses many indicators to compare Capital Management value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Capital Management competition to find correlations between indicators driving Capital Management's intrinsic value. More Info.Capital Management Mid Cap is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Capital Management Mid Cap is roughly 8.67 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Capital Management's earnings, one of the primary drivers of an investment's value.Capital Management Mid Systematic Risk
Capital Management's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Capital Management volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Capital Management Mid correlated with the market. If Beta is less than 0 Capital Management generally moves in the opposite direction as compared to the market. If Capital Management Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Capital Management Mid is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Capital Management is generally in the same direction as the market. If Beta > 1 Capital Management moves generally in the same direction as, but more than the movement of the benchmark.
Capital Management November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Capital Management help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Capital Management Mid Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Capital Management Mid Cap based on widely used predictive technical indicators. In general, we focus on analyzing Capital Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Capital Management's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7815 | |||
| Information Ratio | 0.0137 | |||
| Maximum Drawdown | 4.98 | |||
| Value At Risk | (1.15) | |||
| Potential Upside | 1.56 |
Other Information on Investing in Capital Mutual Fund
Capital Management financial ratios help investors to determine whether Capital Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Capital with respect to the benefits of owning Capital Management security.
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