Blackrock Mid Cap Growth Fund Manager Performance Evaluation
| BMGKX Fund | USD 46.10 0.37 0.80% |
The fund shows a Beta (market volatility) of 1.17, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Blackrock Mid-cap will likely underperform.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Blackrock Mid Cap Growth are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward-looking signals, Blackrock Mid-cap showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 0.7100 |
Blackrock |
Blackrock Mid-cap Relative Risk vs. Return Landscape
If you would invest 4,049 in Blackrock Mid Cap Growth on August 30, 2024 and sell it today you would earn a total of 561.00 from holding Blackrock Mid Cap Growth or generate 13.86% return on investment over 90 days. Blackrock Mid Cap Growth is currently producing 0.2095% returns and takes up 1.1523% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Blackrock, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Blackrock Mid-cap Current Valuation
Undervalued
Today
Please note that Blackrock Mid-cap's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Blackrock Mid Cap shows a prevailing Real Value of $48.7 per share. The current price of the fund is $46.1. We determine the value of Blackrock 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, at some point, mutual fund prices and their ongoing real values will blend.
Since Blackrock Mid-cap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Blackrock Mutual Fund. However, Blackrock 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 46.1 | Real 48.7 | Hype 46.1 | Naive 46.32 |
The intrinsic value of Blackrock 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 Blackrock 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 Blackrock Mid Cap Growth helps investors to forecast how Blackrock 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 Blackrock Mid-cap more accurately as focusing exclusively on Blackrock Mid-cap's fundamentals will not take into account other important factors: Blackrock Mid-cap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Blackrock Mid-cap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Blackrock Mid Cap Growth, and traders can use it to determine the average amount a Blackrock 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 = 0.1818
| Best Portfolio | Best Equity | |||
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| Small Returns | BMGKX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.15 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Blackrock Mid-cap is performing at about 14% 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 Blackrock Mid-cap by adding it to a well-diversified portfolio.
Blackrock Mid-cap Fundamentals Growth
Blackrock Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Blackrock Mid-cap, and Blackrock 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 Blackrock Mutual Fund performance.
| Total Asset | 13.4 B | ||||
About Blackrock Mid-cap Performance
Evaluating Blackrock Mid-cap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Blackrock 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 Blackrock 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.
The fund normally invests at least 80 percent of its net assets in equity securities issued by U.S. mid-capitalization companies which the fund management believes have above-average earnings growth potential. The fund adviser generally defines these companies, at the time of the funds investment, as those with market capitalizations comparable in size to the companies in the Russell Midcap Growth Index. It primarily invests in common stock but also can invest in preferred stock, convertible securities and other equity securities.Things to note about Blackrock Mid Cap performance evaluation
Checking the ongoing alerts about Blackrock Mid-cap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Blackrock 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 generated three year return of -2.0% | |
| Blackrock Mid Cap holds 99.4% of its assets under management (AUM) in equities |
- Analyzing Blackrock 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 Blackrock Mid-cap's stock is overvalued or undervalued compared to its peers.
- Examining Blackrock 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 Blackrock Mid-cap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Blackrock Mid-cap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Blackrock Mid-cap's mutual fund. These opinions can provide insight into Blackrock Mid-cap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Blackrock Mutual Fund
Blackrock Mid-cap financial ratios help investors to determine whether Blackrock 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 Blackrock with respect to the benefits of owning Blackrock Mid-cap security.
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