Amg Southernsun Small Fund Manager Performance Evaluation
| SSSIX Fund | USD 27.50 0.38 1.40% |
The fund shows a Beta (market volatility) of 1.33, which signifies 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, Amg Southernsun will likely underperform.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Amg Southernsun Small are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Amg Southernsun may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...more1 | Six more projects win 8m in prizes from national challenge fund - Silicon Republic | 12/19/2025 |
| Expense Ratio Date | 1st of February 2021 | |
| Expense Ratio | 1.0600 |
Amg |
Amg Southernsun Relative Risk vs. Return Landscape
If you would invest 2,455 in Amg Southernsun Small on November 1, 2025 and sell it today you would earn a total of 295.00 from holding Amg Southernsun Small or generate 12.02% return on investment over 90 days. Amg Southernsun Small is currently producing 0.1995% returns and takes up 1.4485% volatility of returns over 90 trading days. Put another way, 13% of traded mutual funds are less volatile than Amg, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Amg Southernsun Current Valuation
Undervalued
Today
Please note that Amg Southernsun's price fluctuation is somewhat reliable at this time. At this time, the entity appears to be undervalued. Amg Southernsun Small shows a prevailing Real Value of $3.74 per share. The current price of the fund is $27.5. We determine the value of Amg Southernsun Small 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 Amg Southernsun is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Amg Mutual Fund. However, Amg Southernsun'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 27.5 | Real 3.74 | Hype 0.0 | Naive 27.26 |
The intrinsic value of Amg Southernsun'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 Amg Southernsun'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 Amg Southernsun Small helps investors to forecast how Amg 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 Amg Southernsun more accurately as focusing exclusively on Amg Southernsun's fundamentals will not take into account other important factors: Amg Southernsun Target Price Odds to finish over Current Price
The tendency of Amg 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 |
| 27.50 | 90 days | 27.50 | about 5.35 |
Based on a normal probability distribution, the odds of Amg Southernsun to move above the current price in 90 days from now is about 5.35 (This Amg Southernsun Small probability density function shows the probability of Amg 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 1.33 . This usually implies as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Amg Southernsun will likely underperform. Additionally Amg Southernsun Small has an alpha of 0.025, implying that it can generate a 0.025 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Amg Southernsun Price Density |
| Price |
Predictive Modules for Amg Southernsun
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Amg Southernsun Small. 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.Amg Southernsun Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Amg Southernsun is not an exception. The market had few large corrections towards the Amg Southernsun'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 Amg Southernsun Small, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Amg Southernsun within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.03 | |
β | Beta against Dow Jones | 1.33 | |
σ | Overall volatility | 1.34 | |
Ir | Information ratio | 0.03 |
Amg Southernsun 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 Amg Southernsun for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Amg Southernsun Small 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 8.37% of its assets in cash |
Amg Southernsun Fundamentals Growth
Amg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Amg Southernsun, and Amg Southernsun 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 Amg Mutual Fund performance.
| Price To Earning | 17.88 X | ||||
| Price To Book | 2.46 X | ||||
| Price To Sales | 0.68 X | ||||
| Total Asset | 208.69 M | ||||
About Amg Southernsun Performance
Evaluating Amg Southernsun's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Amg Southernsun 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 Amg Southernsun 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 fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, measured at the time of purchase in small-capitalization securities. The fund typically invests in 20-40 companies that the Adviser believes are niche dominant and attractively valued with financial flexibility and uniquely fitted management teams. It is non-diversified.Things to note about Amg Southernsun Small performance evaluation
Checking the ongoing alerts about Amg Southernsun for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Amg Southernsun Small 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 8.37% of its assets in cash |
- Analyzing Amg Southernsun'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 Amg Southernsun's stock is overvalued or undervalued compared to its peers.
- Examining Amg Southernsun'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 Amg Southernsun's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Amg Southernsun's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Amg Southernsun's mutual fund. These opinions can provide insight into Amg Southernsun's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Amg Mutual Fund
Amg Southernsun financial ratios help investors to determine whether Amg 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 Amg with respect to the benefits of owning Amg Southernsun security.
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