The Equity Growth Fund Manager Performance Evaluation
| BGGKX Fund | USD 28.69 0.10 0.35% |
The entity has a beta of 1.07, which indicates a somewhat significant risk relative to the market. Us Equity returns are very sensitive to returns on the market. As the market goes up or down, Us Equity is expected to follow.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days The Equity Growth has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's forward-looking signals remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...moreBGGKX |
Us Equity Relative Risk vs. Return Landscape
If you would invest 3,180 in The Equity Growth on November 1, 2025 and sell it today you would lose (311.00) from holding The Equity Growth or give up 9.78% of portfolio value over 90 days. The Equity Growth is currently producing negative expected returns and takes up 1.2111% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than BGGKX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Us Equity Current Valuation
Undervalued
Today
Please note that Us Equity's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Equity Growth has a current Real Value of $30.08 per share. The regular price of the fund is $28.69. We determine the value of Equity Growth from inspecting 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 draw towards each other.
Since Us Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of BGGKX Mutual Fund. However, Us Equity'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 28.69 | Real 30.08 | Hype 37.21 | Naive 28.66 |
The intrinsic value of Us Equity'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 Us Equity'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 The Equity Growth helps investors to forecast how BGGKX 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 Us Equity more accurately as focusing exclusively on Us Equity's fundamentals will not take into account other important factors: Us Equity Target Price Odds to finish over Current Price
The tendency of BGGKX 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 |
| 28.69 | 90 days | 28.69 | about 88.9 |
Based on a normal probability distribution, the odds of Us Equity to move above the current price in 90 days from now is about 88.9 (This The Equity Growth probability density function shows the probability of BGGKX Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.07 suggesting The Equity Growth market returns are sensitive to returns on the market. As the market goes up or down, Us Equity is expected to follow. Additionally The Equity Growth has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Us Equity Price Density |
| Price |
Predictive Modules for Us Equity
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Equity Growth. 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.Us Equity Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Us Equity is not an exception. The market had few large corrections towards the Us Equity'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 The Equity Growth, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Us Equity within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.21 | |
β | Beta against Dow Jones | 1.07 | |
σ | Overall volatility | 0.95 | |
Ir | Information ratio | -0.16 |
Us Equity 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 Us Equity for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Equity Growth can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Equity Growth generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Berkshire Hathaway Will Lose Its Biggest Mutual-Fund Fan With Danoffs Retirement - Barrons | |
| The fund generated five year return of -5.0% | |
| Equity Growth holds 99.22% of its assets under management (AUM) in equities |
Us Equity Fundamentals Growth
BGGKX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Us Equity, and Us Equity 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 BGGKX Mutual Fund performance.
| Total Asset | 164.88 M | ||||
About Us Equity Performance
Evaluating Us Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Us Equity 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 Us Equity 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 in common stocks and other equity securities of companies whose principal activities are in the U.S. It invests in equity securities either directly or indirectly, such as through depositary receipts, and may invest in preferred stocks, convertible securities and warrants. The fund typically invests primarily in issuers with a market capitalization of more than 1.5 billion at the time of purchase and may participate in initial public offerings . It is non-diversified.Things to note about Equity Growth performance evaluation
Checking the ongoing alerts about Us Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Equity Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Equity Growth generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Berkshire Hathaway Will Lose Its Biggest Mutual-Fund Fan With Danoffs Retirement - Barrons | |
| The fund generated five year return of -5.0% | |
| Equity Growth holds 99.22% of its assets under management (AUM) in equities |
- Analyzing Us Equity'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 Us Equity's stock is overvalued or undervalued compared to its peers.
- Examining Us Equity'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 Us Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Us Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Us Equity's mutual fund. These opinions can provide insight into Us Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in BGGKX Mutual Fund
Us Equity financial ratios help investors to determine whether BGGKX 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 BGGKX with respect to the benefits of owning Us Equity security.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |