Fam Equity Income Fund Manager Performance Evaluation
| FAMEX Fund | USD 56.36 0.48 0.84% |
The fund shows a Beta (market volatility) of 0.83, which means possible diversification benefits within a given portfolio. As returns on the market increase, Fam Equity-income's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fam Equity-income is expected to be smaller as well.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Fam Equity Income Fund are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Fam Equity-income is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of May 2025 | |
| Expense Ratio | 1.2200 |
Fam |
Fam Equity-income Relative Risk vs. Return Landscape
If you would invest 5,560 in Fam Equity Income Fund on October 28, 2025 and sell it today you would earn a total of 76.00 from holding Fam Equity Income Fund or generate 1.37% return on investment over 90 days. Fam Equity Income Fund is currently producing 0.0253% returns and takes up 0.7908% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Fam, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Fam Equity-income Current Valuation
Fairly Valued
Today
Please note that Fam Equity-income's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Fam Equity Income shows a prevailing Real Value of $56.05 per share. The current price of the fund is $56.36. We determine the value of Fam Equity Income 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 Fam Equity-income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fam Mutual Fund. However, Fam Equity-income'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 56.36 | Real 56.05 | Hype 56.36 | Naive 56.43 |
The intrinsic value of Fam Equity-income'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 Fam Equity-income'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 Fam Equity Income Fund helps investors to forecast how Fam 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 Fam Equity-income more accurately as focusing exclusively on Fam Equity-income's fundamentals will not take into account other important factors: Fam Equity-income Target Price Odds to finish over Current Price
The tendency of Fam 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 |
| 56.36 | 90 days | 56.36 | about 13.03 |
Based on a normal probability distribution, the odds of Fam Equity-income to move above the current price in 90 days from now is about 13.03 (This Fam Equity Income Fund probability density function shows the probability of Fam Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Fam Equity-income has a beta of 0.83. This usually indicates as returns on the market go up, Fam Equity-income average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Fam Equity Income Fund will be expected to be much smaller as well. Additionally Fam Equity Income Fund has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Fam Equity-income Price Density |
| Price |
Predictive Modules for Fam Equity-income
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Fam Equity Income. 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 Fam Equity-income's 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.
Fam Equity-income Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Fam Equity-income is not an exception. The market had few large corrections towards the Fam Equity-income'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 Fam Equity Income Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Fam Equity-income within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.05 | |
β | Beta against Dow Jones | 0.83 | |
σ | Overall volatility | 1.04 | |
Ir | Information ratio | -0.08 |
Fam Equity-income 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 Fam Equity-income for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Fam Equity Income can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Danish Pension Fund Is Exiting Treasuriesbut Will Stick With U.S. Assets - Barrons | |
| The fund retains about 5.22% of its assets under management (AUM) in cash |
Fam Equity-income Fundamentals Growth
Fam Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fam Equity-income, and Fam Equity-income 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 Fam Mutual Fund performance.
| Price To Earning | 20.87 X | |||
| Price To Book | 3.33 X | |||
| Price To Sales | 1.72 X | |||
| Total Asset | 697.88 M | |||
About Fam Equity-income Performance
Evaluating Fam Equity-income's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fam Equity-income 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 Fam Equity-income 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 funds adviser employs a value approach in making its common stock selections. Generally, the adviser will attempt to remain fully invested in common stocks and securities that are convertible into common stocks, such as convertible bonds and convertible preferred stocks. The fund may invest in the securities of issuers of all sizes and market capitalizations.Things to note about Fam Equity Income performance evaluation
Checking the ongoing alerts about Fam Equity-income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fam Equity Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Danish Pension Fund Is Exiting Treasuriesbut Will Stick With U.S. Assets - Barrons | |
| The fund retains about 5.22% of its assets under management (AUM) in cash |
- Analyzing Fam Equity-income'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 Fam Equity-income's stock is overvalued or undervalued compared to its peers.
- Examining Fam Equity-income'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 Fam Equity-income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fam Equity-income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fam Equity-income's mutual fund. These opinions can provide insight into Fam Equity-income's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fam Mutual Fund
Fam Equity-income financial ratios help investors to determine whether Fam 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 Fam with respect to the benefits of owning Fam Equity-income security.
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