Edgewood Growth Fund Manager Performance Evaluation
| EGFFX Fund | USD 49.68 0.35 0.71% |
The fund shows a Beta (market volatility) of 0.88, which means possible diversification benefits within a given portfolio. Edgewood Growth returns are very sensitive to returns on the market. As the market goes up or down, Edgewood Growth is expected to follow.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Edgewood Growth Fund are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Edgewood Growth may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 28th of January 2023 | |
| Expense Ratio | 1.4000 |
Edgewood |
Edgewood Growth Relative Risk vs. Return Landscape
If you would invest 4,650 in Edgewood Growth Fund on August 26, 2024 and sell it today you would earn a total of 318.00 from holding Edgewood Growth Fund or generate 6.84% return on investment over 90 days. Edgewood Growth Fund is currently producing 0.1067% returns and takes up 0.9991% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Edgewood, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Edgewood Growth Current Valuation
Fairly Valued
Today
Please note that Edgewood Growth's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Edgewood Growth shows a prevailing Real Value of $49.06 per share. The current price of the fund is $49.68. We determine the value of Edgewood Growth from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Edgewood Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Edgewood Mutual Fund. However, Edgewood 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 49.68 | Real 49.06 | Hype 49.68 | Naive 49.39 |
The intrinsic value of Edgewood 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 Edgewood 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 Edgewood Growth Fund helps investors to forecast how Edgewood 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 Edgewood Growth more accurately as focusing exclusively on Edgewood Growth's fundamentals will not take into account other important factors: Edgewood Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Edgewood Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Edgewood Growth Fund, and traders can use it to determine the average amount a Edgewood 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 = 0.1068
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| Cash | EGFFX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.0 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Edgewood Growth is performing at about 8% 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 Edgewood Growth by adding it to a well-diversified portfolio.
Edgewood Growth Fundamentals Growth
Edgewood Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Edgewood Growth, and Edgewood 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 Edgewood Mutual Fund performance.
| Price To Earning | 33.45 X | ||||
| Price To Book | 4.53 X | ||||
| Price To Sales | 5.16 X | ||||
| Total Asset | 420.48 M | ||||
About Edgewood Growth Performance
Evaluating Edgewood Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Edgewood 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 Edgewood 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 primarily invests in a core group of 15-35 equity securities, including both common stocks and sponsored American Depositary Receipts . Its investments are expected to have a bias toward larger capitalization issuers , but the fund may also invest in small-capitalization and medium-capitalization companies. It is non-diversified.Things to note about Edgewood Growth performance evaluation
Checking the ongoing alerts about Edgewood Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Edgewood 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 generated three year return of -1.0% | |
| Edgewood Growth retains 97.53% of its assets under management (AUM) in equities |
- Analyzing Edgewood 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 Edgewood Growth's stock is overvalued or undervalued compared to its peers.
- Examining Edgewood 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 Edgewood Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Edgewood Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Edgewood Growth's mutual fund. These opinions can provide insight into Edgewood Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Edgewood Mutual Fund
Edgewood Growth financial ratios help investors to determine whether Edgewood 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 Edgewood with respect to the benefits of owning Edgewood Growth security.
| Share Portfolio Track or share privately all of your investments from the convenience of any device | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |