Marsico Focus Fund Manager Performance Evaluation
| MIFOX Fund | USD 28.72 0.15 0.53% |
The fund secures a Beta (Market Risk) of 0.93, which conveys possible diversification benefits within a given portfolio. Marsico Focus returns are very sensitive to returns on the market. As the market goes up or down, Marsico Focus is expected to follow.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Marsico Focus has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Marsico Focus is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreMarsico |
Marsico Focus Relative Risk vs. Return Landscape
If you would invest 2,933 in Marsico Focus on October 29, 2025 and sell it today you would lose (61.00) from holding Marsico Focus or give up 2.08% of portfolio value over 90 days. Marsico Focus is currently producing negative expected returns and takes up 1.0878% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Marsico, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Marsico Focus Current Valuation
Fairly Valued
Today
Please note that Marsico Focus' price fluctuation is very steady at this time. Marsico Focus secures a last-minute Real Value of $28.54 per share. The latest price of the fund is $28.72. Our model forecasts the value of Marsico Focus from analyzing the fund technical indicators and probability of bankruptcy. In general, investors 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 Marsico Focus is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Marsico Mutual Fund. However, Marsico Focus' 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 28.72 | Real 28.54 | Hype 28.72 | Naive 28.55 |
The intrinsic value of Marsico Focus' 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 Marsico Focus' 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 Marsico Focus helps investors to forecast how Marsico 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 Marsico Focus more accurately as focusing exclusively on Marsico Focus' fundamentals will not take into account other important factors: Marsico Focus Target Price Odds to finish over Current Price
The tendency of Marsico 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 |
| 28.72 | 90 days | 28.72 | about 25.25 |
Based on a normal probability distribution, the odds of Marsico Focus to move above the current price in 90 days from now is about 25.25 (This Marsico Focus probability density function shows the probability of Marsico Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Marsico Focus has a beta of 0.93. This indicates Marsico Focus market returns are sensitive to returns on the market. As the market goes up or down, Marsico Focus is expected to follow. Additionally Marsico Focus has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Marsico Focus Price Density |
| Price |
Predictive Modules for Marsico Focus
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Marsico Focus. 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.Marsico Focus Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Marsico Focus is not an exception. The market had few large corrections towards the Marsico Focus' 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 Marsico Focus, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Marsico Focus within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.05 | |
β | Beta against Dow Jones | 0.93 | |
σ | Overall volatility | 0.57 | |
Ir | Information ratio | -0.05 |
Marsico Focus 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 Marsico Focus for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Marsico Focus can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Marsico Focus generated a negative expected return over the last 90 days | |
| The fund maintains all of the assets in different exotic instruments |
About Marsico Focus Performance
Evaluating Marsico Focus' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Marsico Focus 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 Marsico Focus 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 primarily in the common stocks of large companies that are selected for their long-term growth potential. It will normally hold a core position of between 20 and 35 common stocks. The investment adviser seeks to select stocks of high-quality companies with compelling long-term capital appreciation potential. The fund is non-diversified.Things to note about Marsico Focus performance evaluation
Checking the ongoing alerts about Marsico Focus for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Marsico Focus help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Marsico Focus generated a negative expected return over the last 90 days | |
| The fund maintains all of the assets in different exotic instruments |
- Analyzing Marsico Focus' 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 Marsico Focus' stock is overvalued or undervalued compared to its peers.
- Examining Marsico Focus' 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 Marsico Focus' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Marsico Focus' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Marsico Focus' mutual fund. These opinions can provide insight into Marsico Focus' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Marsico Mutual Fund
Marsico Focus financial ratios help investors to determine whether Marsico 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 Marsico with respect to the benefits of owning Marsico Focus security.
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