Sp Midcap Financials
| MIDKX Fund | USD 25.36 0.29 1.16% |
MIDKX |
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.
Sp Midcap Fund Summary
Sp Midcap competes with Shelton Emerging, Shelton Emerging, California Tax-free, Shelton Funds, and Nasdaq 100. The SP MidCap 400 Index includes the common stocks of 400 medium-sized U.S. companies from a broad range of industries. The fund is passively managed. It invests primarily in the stocks that make up the SP MidCap 400 Index so that the weighting of each stock in the portfolio approximates the index. The funds policy to invest at least 80 percent of its total assets in the underlying stocks of the index.Specialization | Mid-Cap Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Shelton Capital management |
| Mutual Fund Family | Shelton Capital Management |
| Mutual Fund Category | Mid-Cap Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 955 9988 |
| Currency | USD - US Dollar |
Sp Midcap Key Financial Ratios
MIDKX Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Sp Midcap's current stock value. Our valuation model uses many indicators to compare Sp Midcap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Sp Midcap competition to find correlations between indicators driving Sp Midcap's intrinsic value. More Info.Sp Midcap Index is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Sp Midcap Index is roughly 9.22 . 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 Sp Midcap's earnings, one of the primary drivers of an investment's value.Sp Midcap Index Systematic Risk
Sp Midcap's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Sp Midcap 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 fourty-five with a total number of output elements of sixteen. The Beta measures systematic risk based on how returns on Sp Midcap Index correlated with the market. If Beta is less than 0 Sp Midcap generally moves in the opposite direction as compared to the market. If Sp Midcap Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Sp Midcap Index is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Sp Midcap is generally in the same direction as the market. If Beta > 1 Sp Midcap moves generally in the same direction as, but more than the movement of the benchmark.
Sp Midcap January 31, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Sp Midcap help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Sp Midcap Index. We use our internally-developed statistical techniques to arrive at the intrinsic value of Sp Midcap Index based on widely used predictive technical indicators. In general, we focus on analyzing MIDKX Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Sp Midcap's daily price indicators and compare them against related drivers.
| Information Ratio | (0.12) | |||
| Maximum Drawdown | 12.85 | |||
| Value At Risk | (1.28) | |||
| Potential Upside | 1.59 |
Other Information on Investing in MIDKX Mutual Fund
Sp Midcap financial ratios help investors to determine whether MIDKX 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 MIDKX with respect to the benefits of owning Sp Midcap security.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
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| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |