Corporate Bond Portfolio Fund Manager Performance Evaluation
| MPFDX Fund | USD 10.75 0.02 0.19% |
The fund shows a Beta (market volatility) of 0.11, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Corporate Bond's returns are expected to increase less than the market. However, during the bear market, the loss of holding Corporate Bond is expected to be smaller as well.
Risk-Adjusted Performance
Soft
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Corporate Bond Portfolio are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Corporate Bond is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of January 2025 | |
| Expense Ratio | 0.6500 |
Corporate |
Corporate Bond Relative Risk vs. Return Landscape
If you would invest 1,067 in Corporate Bond Portfolio on October 31, 2025 and sell it today you would earn a total of 8.00 from holding Corporate Bond Portfolio or generate 0.75% return on investment over 90 days. Corporate Bond Portfolio is currently producing 0.0126% returns and takes up 0.1966% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Corporate, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Corporate Bond Current Valuation
Fairly Valued
Today
Please note that Corporate Bond's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Corporate Bond Portfolio shows a prevailing Real Value of $10.74 per share. The current price of the fund is $10.75. We determine the value of Corporate Bond Portfolio from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Corporate Bond is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Corporate Mutual Fund. However, Corporate Bond'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 10.75 | Real 10.74 | Hype 10.75 | Naive 10.73 |
The intrinsic value of Corporate Bond'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 Corporate Bond'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 Corporate Bond Portfolio helps investors to forecast how Corporate 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 Corporate Bond more accurately as focusing exclusively on Corporate Bond's fundamentals will not take into account other important factors: Corporate Bond Target Price Odds to finish over Current Price
The tendency of Corporate 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 |
| 10.75 | 90 days | 10.75 | about 16.87 |
Based on a normal probability distribution, the odds of Corporate Bond to move above the current price in 90 days from now is about 16.87 (This Corporate Bond Portfolio probability density function shows the probability of Corporate Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Corporate Bond has a beta of 0.11. This indicates as returns on the market go up, Corporate Bond average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Corporate Bond Portfolio will be expected to be much smaller as well. Additionally Corporate Bond Portfolio 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. Corporate Bond Price Density |
| Price |
Predictive Modules for Corporate Bond
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Corporate Bond Portfolio. 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.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Corporate Bond's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Corporate Bond Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Corporate Bond is not an exception. The market had few large corrections towards the Corporate Bond'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 Corporate Bond Portfolio, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Corporate Bond within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.02 | |
β | Beta against Dow Jones | 0.11 | |
σ | Overall volatility | 0.04 | |
Ir | Information ratio | -0.36 |
Corporate Bond 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 Corporate Bond for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Corporate Bond Portfolio 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 maintains about 90.38% of its assets in bonds |
Corporate Bond Fundamentals Growth
Corporate Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Corporate Bond, and Corporate Bond 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 Corporate Mutual Fund performance.
| Total Asset | 125.06 M | |||
About Corporate Bond Performance
Evaluating Corporate Bond's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Corporate Bond 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 Corporate Bond 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 at least 80 percent of its assets in corporate bonds. It invests primarily in U.S. corporate bonds that carry an investment grade rating , BBB- or higher by SP Global Ratings Group, a division of SP Global Inc. , BBB- or higher by Fitch Ratings, Inc. or, if unrated, considered by the adviser to be of equivalent quality.Things to note about Corporate Bond Portfolio performance evaluation
Checking the ongoing alerts about Corporate Bond for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Corporate Bond Portfolio help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 90.38% of its assets in bonds |
- Analyzing Corporate Bond'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 Corporate Bond's stock is overvalued or undervalued compared to its peers.
- Examining Corporate Bond'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 Corporate Bond's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Corporate Bond's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Corporate Bond's mutual fund. These opinions can provide insight into Corporate Bond's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Corporate Mutual Fund
Corporate Bond financial ratios help investors to determine whether Corporate 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 Corporate with respect to the benefits of owning Corporate Bond security.
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins |