Bmo Large Cap Growth Fund Manager Performance Evaluation
| BALGX Fund | USD 22.09 0.23 1.05% |
The fund shows a Beta (market volatility) of 0.5, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Bmo Large-cap's returns are expected to increase less than the market. However, during the bear market, the loss of holding Bmo Large-cap is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Bmo Large Cap Growth has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Bmo Large-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 | 0.7900 |
Bmo |
Bmo Large-cap Relative Risk vs. Return Landscape
If you would invest 2,272 in Bmo Large Cap Growth on October 25, 2024 and sell it today you would lose (63.00) from holding Bmo Large Cap Growth or give up 2.77% of portfolio value over 90 days. Bmo Large Cap Growth is currently producing negative expected returns and takes up 1.7265% volatility of returns over 90 trading days. Put another way, 15% of traded mutual funds are less volatile than Bmo, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Bmo Large-cap Current Valuation
Fairly Valued
Today
Please note that Bmo Large-cap's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Bmo Large Cap shows a prevailing Real Value of $22.29 per share. The current price of the fund is $22.09. We determine the value of Bmo Large 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, at some point, mutual fund prices and their ongoing real values will blend.
Since Bmo Large-cap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Bmo Mutual Fund. However, Bmo Large-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 22.09 | Real 22.29 | Hype 22.09 | Naive 22.26 |
The intrinsic value of Bmo Large-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 Bmo Large-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 Bmo Large Cap Growth helps investors to forecast how Bmo 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 Bmo Large-cap more accurately as focusing exclusively on Bmo Large-cap's fundamentals will not take into account other important factors: Bmo Large-cap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Bmo Large-cap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Bmo Large Cap Growth, and traders can use it to determine the average amount a Bmo Large-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 = -0.0188
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BALGX |
Estimated Market Risk
| 1.73 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Bmo Large-cap is not performing at its full potential. However, 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 Bmo Large-cap by adding Bmo Large-cap to a well-diversified portfolio.
Bmo Large-cap Fundamentals Growth
Bmo Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Bmo Large-cap, and Bmo Large-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 Bmo Mutual Fund performance.
| Price To Earning | 19.07 X | ||||
| Price To Book | 3.68 X | ||||
| Price To Sales | 1.69 X | ||||
| Total Asset | 588.19 M | ||||
About Bmo Large-cap Performance
Evaluating Bmo Large-cap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Bmo Large-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 Bmo Large-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.
The investment seeks to provide capital appreciation. The fund invests at least 80 percent of its assets in common stocks of large-sized U.S. companies similar in size, at the time of purchase, to those within the Russell 1000 Growth Index. The Adviser selects stocks using a unique, growth-oriented approach, focusing on high quality companies with sustainable earnings growth that are available at reasonable prices, which combines the use of proprietary analytical tools and the qualitative judgments of the investment team.Things to note about Bmo Large Cap performance evaluation
Checking the ongoing alerts about Bmo Large-cap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Bmo Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Bmo Large Cap generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: BTO This Is Why You Should Let Banks Pay You - Seeking Alpha | |
| The fund holds 98.82% of its assets under management (AUM) in equities |
- Analyzing Bmo Large-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 Bmo Large-cap's stock is overvalued or undervalued compared to its peers.
- Examining Bmo Large-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 Bmo Large-cap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Bmo Large-cap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Bmo Large-cap's mutual fund. These opinions can provide insight into Bmo Large-cap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Bmo Mutual Fund
Bmo Large-cap financial ratios help investors to determine whether Bmo 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 Bmo with respect to the benefits of owning Bmo Large-cap security.
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