Congress Large Cap Fund Manager Performance Evaluation
| CAMLX Fund | USD 49.31 0.28 0.57% |
The fund shows a Beta (market volatility) of 1.02, which signifies a somewhat significant risk relative to the market. Congress Large returns are very sensitive to returns on the market. As the market goes up or down, Congress Large is expected to follow.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Congress Large Cap are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong essential indicators, Congress Large is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreCongress |
Congress Large Relative Risk vs. Return Landscape
If you would invest 4,647 in Congress Large Cap on October 29, 2025 and sell it today you would earn a total of 256.00 from holding Congress Large Cap or generate 5.51% return on investment over 90 days. Congress Large Cap is currently producing 0.0981% returns and takes up 1.3524% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Congress, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Congress Large Current Valuation
Fairly Valued
Today
Please note that Congress Large's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Congress Large Cap shows a prevailing Real Value of $48.4 per share. The current price of the fund is $49.31. We determine the value of Congress 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 Congress Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Congress Mutual Fund. However, Congress Large'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 49.31 | Real 48.4 | Hype 49.03 | Naive 49.54 |
The intrinsic value of Congress Large'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 Congress Large'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 Congress Large Cap helps investors to forecast how Congress 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 Congress Large more accurately as focusing exclusively on Congress Large's fundamentals will not take into account other important factors: Congress Large Target Price Odds to finish over Current Price
The tendency of Congress 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 |
| 49.31 | 90 days | 49.31 | about 10.44 |
Based on a normal probability distribution, the odds of Congress Large to move above the current price in 90 days from now is about 10.44 (This Congress Large Cap probability density function shows the probability of Congress 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 1.02 suggesting Congress Large Cap market returns are sensitive to returns on the market. As the market goes up or down, Congress Large is expected to follow. Additionally Congress Large Cap has an alpha of 0.0511, implying that it can generate a 0.0511 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Congress Large Price Density |
| Price |
Predictive Modules for Congress Large
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Congress Large 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.Congress Large Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Congress Large is not an exception. The market had few large corrections towards the Congress Large'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 Congress Large Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Congress Large within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.05 | |
β | Beta against Dow Jones | 1.02 | |
σ | Overall volatility | 1.83 | |
Ir | Information ratio | 0.04 |
Congress Large 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 Congress Large for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Congress Large 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 99.25% of its assets under management (AUM) in equities |
Congress Large Fundamentals Growth
Congress Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Congress Large, and Congress Large 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 Congress Mutual Fund performance.
| Price To Earning | 24.44 X | |||
| Price To Book | 5.64 X | |||
| Price To Sales | 2.87 X | |||
| Total Asset | 4.56 M | |||
About Congress Large Performance
Evaluating Congress Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Congress Large 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 Congress Large 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 adviser attempts to achieve the funds investment objective by investing at least 80 percent of its net assets in equity securities of large-capitalization companies. The adviser defines large-capitalization companies as those whose market capitalization, at the time of purchase, are consistent with the market capitalizations of companies in the Russell 1000 Growth Index.Things to note about Congress Large Cap performance evaluation
Checking the ongoing alerts about Congress Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Congress Large 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 99.25% of its assets under management (AUM) in equities |
- Analyzing Congress Large'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 Congress Large's stock is overvalued or undervalued compared to its peers.
- Examining Congress Large'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 Congress Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Congress Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Congress Large's mutual fund. These opinions can provide insight into Congress Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Congress Mutual Fund
Congress Large financial ratios help investors to determine whether Congress 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 Congress with respect to the benefits of owning Congress Large security.
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