Edgewood Growth Fund Manager Performance Evaluation
| EGFIX Fund | USD 28.76 0.22 0.76% |
The fund shows a Beta (market volatility) of -0.0841, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Edgewood Growth are expected to decrease at a much lower rate. During the bear market, Edgewood Growth is likely to outperform the market.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Edgewood Growth Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's forward indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio Date | 28th of January 2025 | |
| Expense Ratio | 1.0000 |
Edgewood |
Edgewood Growth Relative Risk vs. Return Landscape
If you would invest 3,117 in Edgewood Growth Fund on November 13, 2025 and sell it today you would lose (241.00) from holding Edgewood Growth Fund or give up 7.73% of portfolio value over 90 days. Edgewood Growth Fund is currently producing negative expected returns and takes up 1.1553% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Edgewood, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Edgewood Growth Current Valuation
Overvalued
Today
Please note that Edgewood Growth's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Edgewood Growth shows a prevailing Real Value of $27.2 per share. The current price of the fund is $28.76. 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 28.76 | Real 27.2 | Hype 28.76 |
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 Target Price Odds to finish over Current Price
The tendency of Edgewood 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 |
| 28.76 | 90 days | 28.76 | close to 99 |
Based on a normal probability distribution, the odds of Edgewood Growth to move above the current price in 90 days from now is close to 99 (This Edgewood Growth Fund probability density function shows the probability of Edgewood Mutual Fund to fall within a particular range of prices over 90 days) .
Edgewood Growth Price Density |
| Price |
Predictive Modules for Edgewood Growth
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Edgewood Growth. 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.Edgewood Growth Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Edgewood Growth is not an exception. The market had few large corrections towards the Edgewood Growth'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 Edgewood Growth Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Edgewood Growth within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.11 | |
β | Beta against Dow Jones | -0.08 | |
σ | Overall volatility | 0.96 | |
Ir | Information ratio | -0.18 |
Edgewood Growth 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 Edgewood Growth for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Edgewood Growth can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Edgewood Growth generated a negative expected return over the last 90 days | |
| The fund retains 98.3% of its assets under management (AUM) in equities |
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 | 8.77 B | ||||
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.| Edgewood Growth generated a negative expected return over the last 90 days | |
| The fund retains 98.3% 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.
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