Multi Manager Growth Strategies Fund Manager Performance Evaluation
| CZMGX Fund | USD 21.63 0.18 0.84% |
The fund secures a Beta (Market Risk) of 0.9, which conveys possible diversification benefits within a given portfolio. Multi-manager Growth returns are very sensitive to returns on the market. As the market goes up or down, Multi-manager Growth is expected to follow.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Multi Manager Growth Strategies are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Multi-manager Growth may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.7400 |
Multi-manager |
Multi-manager Growth Relative Risk vs. Return Landscape
If you would invest 1,947 in Multi Manager Growth Strategies on August 29, 2024 and sell it today you would earn a total of 216.00 from holding Multi Manager Growth Strategies or generate 11.09% return on investment over 90 days. Multi Manager Growth Strategies is currently producing 0.1724% returns and takes up 1.0345% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Multi-manager, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Multi-manager Growth Current Valuation
Fairly Valued
Today
Please note that Multi-manager Growth's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Multi Manager Growth secures a last-minute Real Value of $21.26 per share. The latest price of the fund is $21.63. We determine the value of Multi Manager Growth from analyzing 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 merge together.
Since Multi-manager Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Multi-manager Mutual Fund. However, Multi-manager Growth'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 21.63 | Real 21.26 | Hype 21.63 |
The intrinsic value of Multi-manager Growth'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 Multi-manager Growth'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 Multi Manager Growth Strategies helps investors to forecast how Multi-manager 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 Multi-manager Growth more accurately as focusing exclusively on Multi-manager Growth's fundamentals will not take into account other important factors: Multi-manager Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Multi-manager Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Multi Manager Growth Strategies, and traders can use it to determine the average amount a Multi-manager Growth'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 = 0.1667
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | CZMGX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.03 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Multi-manager Growth is performing at about 13% 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 Multi-manager Growth by adding it to a well-diversified portfolio.
Multi-manager Growth Fundamentals Growth
Multi-manager Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Multi-manager Growth, and Multi-manager Growth 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 Multi-manager Mutual Fund performance.
| Total Asset | 3.31 B | ||||
About Multi-manager Growth Performance
Evaluating Multi-manager Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Multi-manager Growth 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 Multi-manager Growth 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 primarily in common stocks of companies believed to have the potential for long-term growth. It may invest in U.S. and foreign securities, including emerging market securities. The fund may invest in foreign securities directly or indirectly through depositary receipts. The fund may from time to time emphasize one or more economic sectors in selecting its investments, including the consumer discretionary and information technology sectors.Things to note about Multi Manager Growth performance evaluation
Checking the ongoing alerts about Multi-manager Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Multi Manager Growth 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 97.81% of its assets under management (AUM) in equities |
- Analyzing Multi-manager Growth'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 Multi-manager Growth's stock is overvalued or undervalued compared to its peers.
- Examining Multi-manager Growth'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 Multi-manager Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Multi-manager Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Multi-manager Growth's mutual fund. These opinions can provide insight into Multi-manager Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Multi-manager Mutual Fund
Multi-manager Growth financial ratios help investors to determine whether Multi-manager 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 Multi-manager with respect to the benefits of owning Multi-manager Growth security.
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum |