Mid Cap Growth Fund Manager Performance Evaluation
| MPEGX Fund | USD 24.81 0.24 0.96% |
The fund secures a Beta (Market Risk) of 1.35, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Mid Cap will likely underperform.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Mid Cap Growth has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's technical and fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio Date | 28th of January 2025 | |
| Expense Ratio | 0.7600 |
Mid |
Mid Cap Relative Risk vs. Return Landscape
If you would invest 2,725 in Mid Cap Growth on October 28, 2025 and sell it today you would lose (244.00) from holding Mid Cap Growth or give up 8.95% of portfolio value over 90 days. Mid Cap Growth is currently producing negative expected returns and takes up 1.7765% volatility of returns over 90 trading days. Put another way, 15% of traded mutual funds are less volatile than Mid, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mid Cap Current Valuation
Fairly Valued
Today
Please note that Mid Cap's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Mid Cap Growth secures a last-minute Real Value of $24.76 per share. The latest price of the fund is $24.81. We determine the value of Mid Cap Growth 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 24.81 | Real 24.76 | Hype 24.81 |
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 Growth 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 |
| 24.81 | 90 days | 24.81 | about 75.59 |
Based on a normal probability distribution, the odds of Mid Cap to move above the current price in 90 days from now is about 75.59 (This Mid Cap Growth 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 the mutual fund has the beta coefficient of 1.35 . This indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Mid Cap will likely underperform. Additionally Mid Cap Growth 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. 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 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.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 Growth, 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 | -0.23 | |
β | Beta against Dow Jones | 1.35 | |
σ | Overall volatility | 1.01 | |
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 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.| Mid Cap Growth generated a negative expected return over the last 90 days | |
| The fund generated five year return of -5.0% | |
| Mid Cap Growth maintains about 10.11% of its assets in cash |
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 | 34.47 X | |||
| Price To Book | 4.56 X | |||
| Price To Sales | 4.45 X | |||
| Total Asset | 304 M | |||
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 circumstances, the adviser seeks to achieve the funds investment objective by investing primarily in established and emerging companies with capitalizations within the range of companies included in the Russell Midcap Growth Index. The adviser typically invests in unique companies the advisor believes have sustainable competitive advantages with above average business visibility, the ability to deploy capital at high rates of return, strong balance sheets and an attractive riskreward.Things to note about Mid Cap Growth 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 Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Mid Cap Growth generated a negative expected return over the last 90 days | |
| The fund generated five year return of -5.0% | |
| Mid Cap Growth maintains about 10.11% of its assets in cash |
- 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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