At Mid Cap Fund Manager Performance Evaluation
| AWMIX Fund | USD 18.56 0.21 1.14% |
The fund owns a Beta (Systematic Risk) of 0.95, which signifies possible diversification benefits within a given portfolio. At Mid returns are very sensitive to returns on the market. As the market goes up or down, At Mid is expected to follow.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in At Mid Cap are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, At Mid is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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| Expense Ratio Date | 1st of March 2025 | |
| Expense Ratio | 0.8300 |
AWMIX |
At Mid Relative Risk vs. Return Landscape
If you would invest 1,779 in At Mid Cap on November 18, 2025 and sell it today you would earn a total of 77.00 from holding At Mid Cap or generate 4.33% return on investment over 90 days. At Mid Cap is currently producing 0.0737% returns and takes up 0.9315% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than AWMIX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
At Mid Current Valuation
Fairly Valued
Today
Please note that At Mid's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. At Mid Cap owns a latest Real Value of $18.43 per share. The recent price of the fund is $18.56. We determine the value of At Mid Cap 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, in the future, mutual fund prices and their ongoing real values will grow together.
Since At Mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of AWMIX Mutual Fund. However, At Mid'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 18.56 | Real 18.43 | Hype 18.55 |
The intrinsic value of At Mid'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 At Mid'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 At Mid Cap helps investors to forecast how AWMIX 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 At Mid more accurately as focusing exclusively on At Mid's fundamentals will not take into account other important factors: At Mid Target Price Odds to finish over Current Price
The tendency of AWMIX 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 |
| 18.56 | 90 days | 18.56 | about 11.66 |
Based on a normal probability distribution, the odds of At Mid to move above the current price in 90 days from now is about 11.66 (This At Mid Cap probability density function shows the probability of AWMIX Mutual Fund to fall within a particular range of prices over 90 days) .
At Mid Price Density |
| Price |
Predictive Modules for At Mid
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as At Mid Cap. 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.At Mid Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. At Mid is not an exception. The market had few large corrections towards the At Mid'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 At Mid Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of At Mid within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.06 | |
β | Beta against Dow Jones | 0.95 | |
σ | Overall volatility | 0.26 | |
Ir | Information ratio | -0.07 |
At Mid 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 At Mid for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for At Mid Cap 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 holds 97.85% of its assets under management (AUM) in equities |
At Mid Fundamentals Growth
AWMIX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of At Mid, and At Mid 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 AWMIX Mutual Fund performance.
| Price To Earning | 20.56 X | ||||
| Price To Book | 3.58 X | ||||
| Price To Sales | 1.26 X | ||||
| Total Asset | 705.29 M | ||||
About At Mid Performance
Evaluating At Mid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if At Mid 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 At Mid 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, in equity securities of mid-capitalization companies. While the adviser expects to invest primarily in common stock, it may also invest in other equity securities, including preferred stock, convertible securities and American Depositary Receipts . It may invest up to 25 percent of its net assets in foreign securities, including ADRs.Things to note about At Mid Cap performance evaluation
Checking the ongoing alerts about At Mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for At Mid Cap 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 97.85% of its assets under management (AUM) in equities |
- Analyzing At Mid'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 At Mid's stock is overvalued or undervalued compared to its peers.
- Examining At Mid'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 At Mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of At Mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of At Mid's mutual fund. These opinions can provide insight into At Mid's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in AWMIX Mutual Fund
At Mid financial ratios help investors to determine whether AWMIX 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 AWMIX with respect to the benefits of owning At Mid security.
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