Growth Fund R6 Fund Manager Performance Evaluation
| AGRDX Fund | USD 59.29 0.25 0.42% |
The fund retains a Market Volatility (i.e., Beta) of 0.42, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Growth Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Growth Fund is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Growth Fund R6 are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Growth Fund showed solid returns over the last few months and may actually be approaching a breakup point.
...moreGROWTH |
Growth Fund Relative Risk vs. Return Landscape
If you would invest 5,135 in Growth Fund R6 on October 25, 2025 and sell it today you would earn a total of 769.00 from holding Growth Fund R6 or generate 14.98% return on investment over 90 days. Growth Fund R6 is currently producing 0.2667% returns and takes up 2.7656% volatility of returns over 90 trading days. Put another way, 24% of traded mutual funds are less volatile than GROWTH, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Growth Fund Current Valuation
Undervalued
Today
Please note that Growth Fund's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Growth Fund R6 retains a regular Real Value of $62.21 per share. The prevalent price of the fund is $59.29. We determine the value of Growth Fund R6 from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Growth Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of GROWTH Mutual Fund. However, Growth Fund'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 59.29 | Real 62.21 | Hype 57.13 | Naive 58.07 |
The intrinsic value of Growth Fund'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 Growth Fund'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 Growth Fund R6 helps investors to forecast how GROWTH 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 Growth Fund more accurately as focusing exclusively on Growth Fund's fundamentals will not take into account other important factors: Growth Fund Fundamentals Growth
GROWTH Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Growth Fund, and Growth Fund 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 GROWTH Mutual Fund performance.
| Total Asset | 11.49 B | |||
About Growth Fund Performance
Evaluating Growth Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Growth Fund 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 Growth Fund 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 in stocks of companies that the adviser believes will increase in value over time. The portfolio managers use a variety of analytical research tools and techniques to identify the stocks of larger-sized companies that meet their investment criteria. Normally, the funds portfolio will primarily consist of securities of companies demonstrating business improvement. Although the portfolio managers intend to invest the funds assets primarily in U.S. securities, the fund may invest in securities of foreign companies when these securities meet the portfolio managers standards of selection.Things to note about Growth Fund R6 performance evaluation
Checking the ongoing alerts about Growth Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Growth Fund R6 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 99.15% of its assets under management (AUM) in equities |
- Analyzing Growth Fund'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 Growth Fund's stock is overvalued or undervalued compared to its peers.
- Examining Growth Fund'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 Growth Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Growth Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Growth Fund's mutual fund. These opinions can provide insight into Growth Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in GROWTH Mutual Fund
Growth Fund financial ratios help investors to determine whether GROWTH 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 GROWTH with respect to the benefits of owning Growth Fund security.
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