Equity Growth Fund Manager Performance Evaluation
| AMEIX Fund | USD 36.28 0.05 0.14% |
The fund shows a Beta (market volatility) of 0.59, which means possible diversification benefits within a given portfolio. As returns on the market increase, Equity Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Equity Growth is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Equity Growth Fund are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Equity Growth showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | On Small Business Saturday - American Express | 12/17/2025 |
| Expense Ratio Date | 1st of November 2025 | |
| Expense Ratio | 0.4500 |
Equity |
Equity Growth Relative Risk vs. Return Landscape
If you would invest 3,134 in Equity Growth Fund on October 31, 2025 and sell it today you would earn a total of 494.00 from holding Equity Growth Fund or generate 15.76% return on investment over 90 days. Equity Growth Fund is currently producing 0.2578% returns and takes up 1.7087% volatility of returns over 90 trading days. Put another way, 15% of traded mutual funds are less volatile than Equity, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Equity Growth Current Valuation
Undervalued
Today
Please note that Equity Growth's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Equity Growth shows a prevailing Real Value of $38.63 per share. The current price of the fund is $36.28. We determine the value of Equity 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 Equity Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Equity Mutual Fund. However, Equity Growth'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 36.28 | Real 38.63 | Hype 36.28 | Naive 36.88 |
The intrinsic value of Equity Growth'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 Equity Growth'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 Equity Growth Fund helps investors to forecast how Equity 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 Equity Growth more accurately as focusing exclusively on Equity Growth's fundamentals will not take into account other important factors: Equity Growth Target Price Odds to finish over Current Price
The tendency of Equity Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 36.28 | 90 days | 36.28 | about 10.72 |
Based on a normal probability distribution, the odds of Equity Growth to move above the current price in 90 days from now is about 10.72 (This Equity Growth Fund probability density function shows the probability of Equity Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Equity Growth has a beta of 0.59. This suggests as returns on the market go up, Equity Growth average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Equity Growth Fund will be expected to be much smaller as well. Additionally Equity Growth Fund has an alpha of 0.2196, implying that it can generate a 0.22 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Equity Growth Price Density |
| Price |
Predictive Modules for Equity Growth
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Equity Growth. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Equity Growth Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Equity Growth is not an exception. The market had few large corrections towards the Equity Growth's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Equity Growth Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Equity Growth within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.22 | |
β | Beta against Dow Jones | 0.59 | |
σ | Overall volatility | 2.40 | |
Ir | Information ratio | 0.12 |
Equity Growth Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Equity Growth for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Equity Growth can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund holds 97.25% of its assets under management (AUM) in equities |
Equity Growth Fundamentals Growth
Equity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Equity Growth, and Equity Growth 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 Equity Mutual Fund performance.
| Price To Earning | 17.98 X | |||
| Price To Book | 2.74 X | |||
| Price To Sales | 1.53 X | |||
| Total Asset | 62.08 M | |||
About Equity Growth Performance
Evaluating Equity Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Equity Growth 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 Equity Growth 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 fund invests at least 80 percent of its net assets in equity securities. In selecting stocks for the fund, the portfolio managers use quantitative and qualitative management techniques in a multi-step process. First, the managers rank stocks, primarily large capitalization, publicly traded U.S. companies from most attractive to least attractive based on an objective set of measures. The portfolio managers then review the output of the quantitative model and also consider other factors to build a portfolio that they believe will provide a balance between risk and return.Things to note about Equity Growth performance evaluation
Checking the ongoing alerts about Equity Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Equity 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 97.25% of its assets under management (AUM) in equities |
- Analyzing Equity Growth'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 Equity Growth's stock is overvalued or undervalued compared to its peers.
- Examining Equity Growth'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 Equity Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Equity Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Equity Growth's mutual fund. These opinions can provide insight into Equity Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Equity Mutual Fund
Equity Growth financial ratios help investors to determine whether Equity 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 Equity with respect to the benefits of owning Equity Growth security.
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