Nuveen Mid Cap Fund Manager Performance Evaluation
| FSEIX Fund | USD 62.19 0.13 0.21% |
The fund secures a Beta (Market Risk) of 1.1, which conveys a somewhat significant risk relative to the market. Nuveen Mid returns are very sensitive to returns on the market. As the market goes up or down, Nuveen Mid is expected to follow.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Nuveen Mid Cap are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Nuveen Mid may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.9100 |
Nuveen |
Nuveen Mid Relative Risk vs. Return Landscape
If you would invest 5,834 in Nuveen Mid Cap on August 30, 2024 and sell it today you would earn a total of 385.00 from holding Nuveen Mid Cap or generate 6.6% return on investment over 90 days. Nuveen Mid Cap is currently producing 0.1057% returns and takes up 0.9304% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Nuveen, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Nuveen Mid Current Valuation
Fairly Valued
Today
Please note that Nuveen Mid's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Nuveen Mid Cap secures a last-minute Real Value of $61.43 per share. The latest price of the fund is $62.19. We determine the value of Nuveen Mid Cap 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 Nuveen Mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Nuveen Mutual Fund. However, Nuveen 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 62.19 | Real 61.43 | Hype 62.19 | Naive 62.2 |
The intrinsic value of Nuveen 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 Nuveen 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 Nuveen Mid Cap helps investors to forecast how Nuveen 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 Nuveen Mid more accurately as focusing exclusively on Nuveen Mid's fundamentals will not take into account other important factors: Nuveen Mid Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nuveen Mid's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Nuveen Mid Cap, and traders can use it to determine the average amount a Nuveen Mid'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 = 0.1136
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| Cash | FSEIX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.93 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Nuveen Mid is performing at about 8% 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 Nuveen Mid by adding it to a well-diversified portfolio.
Nuveen Mid Fundamentals Growth
Nuveen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Nuveen Mid, and Nuveen 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 Nuveen Mutual Fund performance.
| Price To Earning | 17.66 X | |||
| Price To Book | 2.03 X | |||
| Price To Sales | 1.61 X | |||
| Total Asset | 422.8 M | |||
About Nuveen Mid Performance
Evaluating Nuveen Mid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Nuveen 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 Nuveen 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.
Under normal market conditions, the fund invests at least 80 percent of the sum of its net assets and the amount of any borrowings for investment purposes in common stocks of mid-capitalization companies. Mid-capitalization companies are defined as companies that have market capitalizations within the market capitalization range of the companies in the Russell Midcap Index on the last business day of the month in which its most recent reconstitution was completed.Things to note about Nuveen Mid Cap performance evaluation
Checking the ongoing alerts about Nuveen Mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Nuveen Mid Cap 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 98.65% of its assets under management (AUM) in equities |
- Analyzing Nuveen 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 Nuveen Mid's stock is overvalued or undervalued compared to its peers.
- Examining Nuveen 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 Nuveen Mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nuveen Mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Nuveen Mid's mutual fund. These opinions can provide insight into Nuveen Mid's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Nuveen Mutual Fund
Nuveen Mid financial ratios help investors to determine whether Nuveen 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 Nuveen with respect to the benefits of owning Nuveen Mid security.
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