Destinations Small Mid Cap Fund Manager Performance Evaluation
| DSMZX Fund | USD 10.77 0.06 0.56% |
The fund shows a Beta (market volatility) of 0.96, which means possible diversification benefits within a given portfolio. Destinations Small-mid returns are very sensitive to returns on the market. As the market goes up or down, Destinations Small-mid is expected to follow.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Destinations Small Mid Cap are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Destinations Small-mid showed solid returns over the last few months and may actually be approaching a breakup point.
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Destinations Small-mid Relative Risk vs. Return Landscape
If you would invest 890.00 in Destinations Small Mid Cap on October 30, 2025 and sell it today you would earn a total of 187.00 from holding Destinations Small Mid Cap or generate 21.01% return on investment over 90 days. Destinations Small Mid Cap is currently producing 0.3316% returns and takes up 1.6695% volatility of returns over 90 trading days. Put another way, 14% of traded mutual funds are less volatile than Destinations, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Destinations Small-mid Current Valuation
Undervalued
Today
Please note that Destinations Small-mid's price fluctuation is not too volatile at this time. At this time, the entity appears to be undervalued. Destinations Small Mid shows a prevailing Real Value of $11.4 per share. The current price of the fund is $10.77. We determine the value of Destinations Small Mid 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 Destinations Small-mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Destinations Mutual Fund. However, Destinations Small-mid'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 10.77 | Real 11.4 | Hype 10.77 | Naive 10.86 |
The intrinsic value of Destinations Small-mid'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 Destinations Small-mid'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 Destinations Small Mid Cap helps investors to forecast how Destinations 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 Destinations Small-mid more accurately as focusing exclusively on Destinations Small-mid's fundamentals will not take into account other important factors: Destinations Small-mid Target Price Odds to finish over Current Price
The tendency of Destinations 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 |
| 10.77 | 90 days | 10.77 | about 5.48 |
Based on a normal probability distribution, the odds of Destinations Small-mid to move above the current price in 90 days from now is about 5.48 (This Destinations Small Mid Cap probability density function shows the probability of Destinations Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Destinations Small-mid has a beta of 0.96 suggesting Destinations Small Mid Cap market returns are sensitive to returns on the market. As the market goes up or down, Destinations Small-mid is expected to follow. Additionally Destinations Small Mid Cap has an alpha of 0.2597, implying that it can generate a 0.26 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Destinations Small-mid Price Density |
| Price |
Predictive Modules for Destinations Small-mid
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Destinations Small Mid. 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.Destinations Small-mid Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Destinations Small-mid is not an exception. The market had few large corrections towards the Destinations Small-mid'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 Destinations Small Mid Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Destinations Small-mid within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.26 | |
β | Beta against Dow Jones | 0.96 | |
σ | Overall volatility | 0.80 | |
Ir | Information ratio | 0.16 |
Destinations Small-mid 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 Destinations Small-mid for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Destinations Small Mid 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 retains 98.22% of its assets under management (AUM) in equities |
Destinations Small-mid Fundamentals Growth
Destinations Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Destinations Small-mid, and Destinations Small-mid 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 Destinations Mutual Fund performance.
| Total Asset | 1.04 B | ||||
About Destinations Small-mid Performance
Evaluating Destinations Small-mid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Destinations Small-mid 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 Destinations Small-mid 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 will invest at least 80 percent of its net assets in the equity securities of small- and mid-capitalization companies. It invests primarily in common and preferred stock, rights or warrants to purchase common or preferred stock, securities convertible into common or preferred stock such as convertible preferred stock, bonds or debentures, and other securities with equity characteristics. The fund may invest a portion of its assets in securities of micro-cap companies.Things to note about Destinations Small Mid performance evaluation
Checking the ongoing alerts about Destinations Small-mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Destinations Small Mid help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 98.22% of its assets under management (AUM) in equities |
- Analyzing Destinations Small-mid'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 Destinations Small-mid's stock is overvalued or undervalued compared to its peers.
- Examining Destinations Small-mid'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 Destinations Small-mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Destinations Small-mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Destinations Small-mid's mutual fund. These opinions can provide insight into Destinations Small-mid's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Destinations Mutual Fund
Destinations Small-mid financial ratios help investors to determine whether Destinations 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 Destinations with respect to the benefits of owning Destinations Small-mid security.
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