Mid Cap Value Fund Manager Performance Evaluation
| AMVRX Fund | USD 17.49 0.13 0.75% |
The fund secures a Beta (Market Risk) of 0.7, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Mid Cap's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mid Cap is expected to be smaller as well.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Mid Cap Value are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Mid Cap is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.4800 |
Mid |
Mid Cap Relative Risk vs. Return Landscape
If you would invest 1,676 in Mid Cap Value on August 27, 2024 and sell it today you would earn a total of 73.00 from holding Mid Cap Value or generate 4.36% return on investment over 90 days. Mid Cap Value is currently producing 0.0687% returns and takes up 0.6458% volatility of returns over 90 trading days. Put another way, 5% 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 Value secures a last-minute Real Value of $17.37 per share. The latest price of the fund is $17.49. We determine the value of Mid Cap Value 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 17.49 | Real 17.37 | Hype 17.49 | Naive 17.42 |
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 Value 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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mid Cap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mid Cap Value, and traders can use it to determine the average amount a Mid Cap's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1064
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| Cash | AMVRX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.65 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Mid Cap is performing at about 8% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Mid Cap by adding it to a well-diversified portfolio.
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 | 17.90 X | ||||
| Price To Book | 1.86 X | ||||
| Price To Sales | 1.45 X | ||||
| Total Asset | 8.88 B | ||||
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 market conditions, the portfolio managers will invest at least 80 percent of the funds net assets in medium size companies. The portfolio managers consider medium size companies to include those whose market capitalizations at the time of purchase are within the capitalization range of the Russell 3000 Index, excluding the largest 100 such companies.Things to note about Mid Cap Value 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 Value 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 96.81% of its assets under management (AUM) in equities |
- 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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