Capital Management Mid Cap Fund Manager Performance Evaluation
| CMEIX Fund | USD 12.41 0.06 0.49% |
The fund shows a Beta (market volatility) of 0.65, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Capital Management's returns are expected to increase less than the market. However, during the bear market, the loss of holding Capital Management is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Capital Management Mid Cap are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Capital Management showed solid returns over the last few months and may actually be approaching a breakup point.
...moreCapital |
Capital Management Relative Risk vs. Return Landscape
If you would invest 1,077 in Capital Management Mid Cap on October 29, 2025 and sell it today you would earn a total of 164.00 from holding Capital Management Mid Cap or generate 15.23% return on investment over 90 days. Capital Management Mid Cap is currently producing 0.2496% returns and takes up 1.6671% volatility of returns over 90 trading days. Put another way, 14% of traded mutual funds are less volatile than Capital, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Capital Management Current Valuation
Undervalued
Today
Please note that Capital Management's price fluctuation is relatively risky at this time. At this time, the entity appears to be undervalued. Capital Management Mid shows a prevailing Real Value of $1.68 per share. The current price of the fund is $12.41. We determine the value of Capital Management Mid 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 Capital Management is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Capital Mutual Fund. However, Capital Management'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 12.41 | Real 1.68 | Hype 0.0 | Naive 12.16 |
The intrinsic value of Capital Management'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 Capital Management'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 Capital Management Mid Cap helps investors to forecast how Capital 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 Capital Management more accurately as focusing exclusively on Capital Management's fundamentals will not take into account other important factors: Capital Management Target Price Odds to finish over Current Price
The tendency of Capital 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 |
| 12.41 | 90 days | 12.41 | under 4 |
Based on a normal probability distribution, the odds of Capital Management to move above the current price in 90 days from now is under 4 (This Capital Management Mid Cap probability density function shows the probability of Capital Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Capital Management has a beta of 0.65 suggesting as returns on the market go up, Capital Management average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Capital Management Mid Cap will be expected to be much smaller as well. Additionally Capital Management Mid Cap has an alpha of 0.1991, implying that it can generate a 0.2 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Capital Management Price Density |
| Price |
Predictive Modules for Capital Management
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Capital Management Mid. 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.Capital Management Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Capital Management is not an exception. The market had few large corrections towards the Capital Management'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 Capital Management Mid Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Capital Management within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.20 | |
β | Beta against Dow Jones | 0.65 | |
σ | Overall volatility | 0.62 | |
Ir | Information ratio | 0.11 |
Capital Management 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 Capital Management for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Capital Management Mid 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 about 10.09% of its assets under management (AUM) in fixed income securities |
Capital Management Fundamentals Growth
Capital Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Capital Management, and Capital Management 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 Capital Mutual Fund performance.
| Price To Earning | 21.76 X | |||
| Price To Book | 3.00 X | |||
| Price To Sales | 1.94 X | |||
| Total Asset | 21.61 M | |||
About Capital Management Performance
Evaluating Capital Management's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Capital Management 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 Capital Management 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 market conditions, at least 80 percent of the funds assets will be invested in equity securities of companies located in emerging market countries. The Sub-Adviser seeks to construct a focused portfolio of approximately 40 to 60 equity securities designed to take advantage of thematic opportunities in emerging markets. It is non-diversified.Things to note about Capital Management Mid performance evaluation
Checking the ongoing alerts about Capital Management for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Capital Management Mid 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 about 10.09% of its assets under management (AUM) in fixed income securities |
- Analyzing Capital Management'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 Capital Management's stock is overvalued or undervalued compared to its peers.
- Examining Capital Management'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 Capital Management's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Capital Management's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Capital Management's mutual fund. These opinions can provide insight into Capital Management's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Capital Mutual Fund
Capital Management financial ratios help investors to determine whether Capital 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 Capital with respect to the benefits of owning Capital Management security.
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