Mid Cap Value Fund Manager Performance Evaluation
| AVUAX Fund | USD 15.33 0.07 0.45% |
The fund secures a Beta (Market Risk) of 0.43, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Mid Cap's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mid Cap 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 Mid Cap Value are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Mid Cap showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of August 2025 | |
| Expense Ratio | 0.7700 |
Mid |
Mid Cap Relative Risk vs. Return Landscape
If you would invest 1,263 in Mid Cap Value on October 31, 2025 and sell it today you would earn a total of 270.00 from holding Mid Cap Value or generate 21.38% return on investment over 90 days. Mid Cap Value is currently producing 0.339% returns and takes up 1.8469% volatility of returns over 90 trading days. Put another way, 16% of traded mutual funds are less volatile than Mid, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mid Cap Current Valuation
Overvalued
Today
Please note that Mid Cap's price fluctuation is not too volatile at this time. At this time, the fund appears to be overvalued. Mid Cap Value secures a last-minute Real Value of $14.98 per share. The latest price of the fund is $15.33. We determine the value of Mid Cap Value from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Mid Cap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mid Mutual Fund. However, Mid Cap'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 15.33 | Real 14.98 | Hype 15.33 | Naive 15.66 |
The intrinsic value of Mid Cap'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 Mid Cap'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 Mid Cap Value helps investors to forecast how Mid 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 Mid Cap more accurately as focusing exclusively on Mid Cap's fundamentals will not take into account other important factors: Mid Cap Target Price Odds to finish over Current Price
The tendency of Mid 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 |
| 15.33 | 90 days | 15.33 | about 10.03 |
Based on a normal probability distribution, the odds of Mid Cap to move above the current price in 90 days from now is about 10.03 (This Mid Cap Value probability density function shows the probability of Mid Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Mid Cap has a beta of 0.43. This suggests as returns on the market go up, Mid Cap average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Mid Cap Value will be expected to be much smaller as well. Additionally Mid Cap Value has an alpha of 0.2386, implying that it can generate a 0.24 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Mid Cap Price Density |
| Price |
Predictive Modules for Mid Cap
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Mid Cap Value. 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.Mid Cap Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Mid Cap is not an exception. The market had few large corrections towards the Mid Cap'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 Mid Cap Value, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Mid Cap within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.24 | |
β | Beta against Dow Jones | 0.43 | |
σ | Overall volatility | 1.18 | |
Ir | Information ratio | 0.11 |
Mid Cap 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 Mid Cap for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Mid Cap Value 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 96.81% of its assets under management (AUM) in equities |
Mid Cap Fundamentals Growth
Mid Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mid Cap, and Mid Cap 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 Mid Mutual Fund performance.
| Price To Earning | 18.40 X | |||
| Price To Book | 1.88 X | |||
| Price To Sales | 1.44 X | |||
| Total Asset | 1.01 B | |||
About Mid Cap Performance
Evaluating Mid Cap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mid Cap 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 Mid Cap 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.
Under normal market conditions, the portfolio managers will invest at least 80 percent of the funds net assets in medium size companies. The portfolio managers consider medium size companies to include those whose market capitalizations at the time of purchase are within the capitalization range of the Russell 3000 Index, excluding the largest 100 such companies.Things to note about Mid Cap Value performance evaluation
Checking the ongoing alerts about Mid Cap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mid Cap Value 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 96.81% of its assets under management (AUM) in equities |
- Analyzing Mid Cap'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 Mid Cap's stock is overvalued or undervalued compared to its peers.
- Examining Mid Cap'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 Mid Cap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mid Cap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mid Cap's mutual fund. These opinions can provide insight into Mid Cap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mid Mutual Fund
Mid Cap financial ratios help investors to determine whether Mid 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 Mid with respect to the benefits of owning Mid Cap security.
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