Active Portfolios Multi Manager Fund Manager Performance Evaluation
| CZMSX Fund | USD 16.26 0.01 0.06% |
The fund shows a Beta (market volatility) of 0.94, which signifies possible diversification benefits within a given portfolio. Active Portfolios returns are very sensitive to returns on the market. As the market goes up or down, Active Portfolios is expected to follow.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Active Portfolios Multi Manager are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Active Portfolios showed solid returns over the last few months and may actually be approaching a breakup point.
...moreActive |
Active Portfolios Relative Risk vs. Return Landscape
If you would invest 1,369 in Active Portfolios Multi Manager on November 6, 2025 and sell it today you would earn a total of 257.00 from holding Active Portfolios Multi Manager or generate 18.77% return on investment over 90 days. Active Portfolios Multi Manager is currently producing 0.2934% returns and takes up 1.5195% volatility of returns over 90 trading days. Put another way, 13% of traded mutual funds are less volatile than Active, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Active Portfolios Current Valuation
Undervalued
Today
Please note that Active Portfolios' price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Active Portfolios Multi shows a prevailing Real Value of $17.31 per share. The current price of the fund is $16.26. We determine the value of Active Portfolios Multi 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 Active Portfolios is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Active Mutual Fund. However, Active Portfolios' 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 16.26 | Real 17.31 | Hype 16.25 | Naive 16.03 |
The intrinsic value of Active Portfolios' 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 Active Portfolios' 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 Active Portfolios Multi Manager helps investors to forecast how Active 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 Active Portfolios more accurately as focusing exclusively on Active Portfolios' fundamentals will not take into account other important factors: Active Portfolios Target Price Odds to finish over Current Price
The tendency of Active 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 |
| 16.26 | 90 days | 16.26 | about 15.19 |
Based on a normal probability distribution, the odds of Active Portfolios to move above the current price in 90 days from now is about 15.19 (This Active Portfolios Multi Manager probability density function shows the probability of Active Mutual Fund to fall within a particular range of prices over 90 days) .
Active Portfolios Price Density |
| Price |
Predictive Modules for Active Portfolios
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Active Portfolios Multi. 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.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Active Portfolios' price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Active Portfolios Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Active Portfolios is not an exception. The market had few large corrections towards the Active Portfolios' 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 Active Portfolios Multi Manager, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Active Portfolios within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.23 | |
β | Beta against Dow Jones | 0.94 | |
σ | Overall volatility | 1.06 | |
Ir | Information ratio | 0.15 |
Active Portfolios 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 Active Portfolios for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Active Portfolios Multi 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 98.37% of its assets under management (AUM) in equities |
Active Portfolios Fundamentals Growth
Active Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Active Portfolios, and Active Portfolios 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 Active Mutual Fund performance.
| Total Asset | 1.16 B | ||||
About Active Portfolios Performance
Evaluating Active Portfolios' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Active Portfolios 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 Active Portfolios 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 pursues its investment objective by allocating the funds assets among different asset managers that use multiple investment styles to invest in equity securities. Multi-Manager Small is traded on NASDAQ Exchange in the United States.Things to note about Active Portfolios Multi performance evaluation
Checking the ongoing alerts about Active Portfolios for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Active Portfolios Multi 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 98.37% of its assets under management (AUM) in equities |
- Analyzing Active Portfolios' 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 Active Portfolios' stock is overvalued or undervalued compared to its peers.
- Examining Active Portfolios' 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 Active Portfolios' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Active Portfolios' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Active Portfolios' mutual fund. These opinions can provide insight into Active Portfolios' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Active Mutual Fund
Active Portfolios financial ratios help investors to determine whether Active 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 Active with respect to the benefits of owning Active Portfolios security.
| Transaction History View history of all your transactions and understand their impact on performance | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |