Bmo Servative Allocation Fund Manager Performance Evaluation
| BDVIX Fund | USD 10.07 0.01 0.1% |
The fund shows a Beta (market volatility) of 0.0571, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Bmo Servative's returns are expected to increase less than the market. However, during the bear market, the loss of holding Bmo Servative is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Bmo Servative Allocation has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Bmo Servative 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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Bmo |
Bmo Servative Relative Risk vs. Return Landscape
If you would invest 1,008 in Bmo Servative Allocation on October 27, 2025 and sell it today you would lose (1.00) from holding Bmo Servative Allocation or give up 0.1% of portfolio value over 90 days. Bmo Servative Allocation is currently producing negative expected returns and takes up 0.2761% volatility of returns over 90 trading days. Put another way, 2% 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 Servative Current Valuation
Fairly Valued
Today
Please note that Bmo Servative's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Bmo Servative Allocation shows a prevailing Real Value of $10.07 per share. The current price of the fund is $10.07. We determine the value of Bmo Servative Allocation 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 Servative is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Bmo Mutual Fund. However, Bmo Servative'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 10.07 | Real 10.07 | Hype 10.07 | Naive 10.03 |
The intrinsic value of Bmo Servative'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 Servative'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 Servative Allocation 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 Servative more accurately as focusing exclusively on Bmo Servative's fundamentals will not take into account other important factors: Bmo Servative Fundamentals Growth
Bmo Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Bmo Servative, and Bmo Servative 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 | 18.18 X | ||||
| Price To Book | 2.31 X | ||||
| Price To Sales | 1.41 X | ||||
| Total Asset | 41.72 M | ||||
About Bmo Servative Performance
Evaluating Bmo Servative's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Bmo Servative 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 Servative 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, under normal circumstances, at least 80 percent of the value of its net assets, plus the amount of any borrowings for investment purposes, in fixed income instruments. The fund seeks to invest a substantial portion of its assets in U.S. registered, dollar-denominated bonds or derivatives with similar economic characteristics. It may invest in bonds issued by companies located in countries other than the United States, including companies in emerging markets.Things to note about Bmo Servative Allocation performance evaluation
Checking the ongoing alerts about Bmo Servative for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Bmo Servative Allocation help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Bmo Servative generated a negative expected return over the last 90 days | |
| The fund holds about 7.28% of its assets under management (AUM) in cash |
- Analyzing Bmo Servative'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 Servative's stock is overvalued or undervalued compared to its peers.
- Examining Bmo Servative'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 Servative's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Bmo Servative's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Bmo Servative's mutual fund. These opinions can provide insight into Bmo Servative's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Bmo Mutual Fund
Bmo Servative 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 Servative security.
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