Focused Dynamic Growth Fund Manager Performance Evaluation
| ACFOX Fund | USD 68.81 0.70 1.03% |
The fund shows a Beta (market volatility) of 1.08, which means a somewhat significant risk relative to the market. Focused Dynamic returns are very sensitive to returns on the market. As the market goes up or down, Focused Dynamic is expected to follow.
Risk-Adjusted Performance
19 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Focused Dynamic Growth are ranked lower than 19 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Focused Dynamic showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | Form N-CSR AMERICAN CENTURY GROWTH For Jul 31 - StreetInsider.com | 09/26/2024 |
| Expense Ratio Date | 1st of January 2023 | |
| Expense Ratio | 0.8600 |
Focused |
Focused Dynamic Relative Risk vs. Return Landscape
If you would invest 5,744 in Focused Dynamic Growth on September 2, 2024 and sell it today you would earn a total of 1,137 from holding Focused Dynamic Growth or generate 19.79% return on investment over 90 days. Focused Dynamic Growth is currently producing 0.2896% returns and takes up 1.1966% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Focused, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Focused Dynamic Current Valuation
Overvalued
Today
Please note that Focused Dynamic's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Focused Dynamic Growth shows a prevailing Real Value of $60.9 per share. The current price of the fund is $68.81. We determine the value of Focused Dynamic Growth from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Focused Dynamic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Focused Mutual Fund. However, Focused Dynamic's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 68.81 | Real 60.9 | Hype 68.83 | Naive 67.99 |
The intrinsic value of Focused Dynamic's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Focused Dynamic's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Focused Dynamic Growth helps investors to forecast how Focused mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Focused Dynamic more accurately as focusing exclusively on Focused Dynamic's fundamentals will not take into account other important factors: Focused Dynamic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Focused Dynamic's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Focused Dynamic Growth, and traders can use it to determine the average amount a Focused Dynamic's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.242
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ACFOX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.2 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.29 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.24 actual daily | 19 81% of assets perform better |
Based on monthly moving average Focused Dynamic is performing at about 19% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Focused Dynamic by adding it to a well-diversified portfolio.
Focused Dynamic Fundamentals Growth
Focused Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Focused Dynamic, and Focused Dynamic fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Focused Mutual Fund performance.
| Price To Earning | 27.40 X | ||||
| Price To Book | 5.33 X | ||||
| Price To Sales | 2.59 X | ||||
| Total Asset | 704.36 M | ||||
About Focused Dynamic Performance
Evaluating Focused Dynamic's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Focused Dynamic has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Focused Dynamic has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The portfolio managers look for stocks of early and rapid stage growth companies they believe will increase in value over time. The portfolio managers make their investment decisions based primarily on their analysis of individual companies, rather than on broad economic forecasts. The portfolio managers use a variety of analytical research tools and techniques to identify the stocks of companies that meet their investment criteria. Under normal market conditions, the portfolio managers seek securities of companies whose earnings or revenues are not only growing, but growing at an accelerated pace.Things to note about Focused Dynamic Growth performance evaluation
Checking the ongoing alerts about Focused Dynamic for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Focused Dynamic Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 98.73% of its assets under management (AUM) in equities |
- Analyzing Focused Dynamic's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Focused Dynamic's stock is overvalued or undervalued compared to its peers.
- Examining Focused Dynamic's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Focused Dynamic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Focused Dynamic's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Focused Dynamic's mutual fund. These opinions can provide insight into Focused Dynamic's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Focused Mutual Fund
Focused Dynamic financial ratios help investors to determine whether Focused 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 Focused with respect to the benefits of owning Focused Dynamic security.
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories |