Strategic Equity Portfolio Fund Manager Performance Evaluation
| GTCEX Fund | USD 24.79 0.13 0.53% |
The entity has a beta of -0.1, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Strategic Equity are expected to decrease at a much lower rate. During the bear market, Strategic Equity is likely to outperform the market.
Risk-Adjusted Performance
Soft
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Strategic Equity Portfolio are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Strategic Equity 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 | 13th of March 2025 | |
| Expense Ratio | 0.8700 |
Strategic |
Strategic Equity Relative Risk vs. Return Landscape
If you would invest 2,429 in Strategic Equity Portfolio on November 23, 2025 and sell it today you would earn a total of 50.00 from holding Strategic Equity Portfolio or generate 2.06% return on investment over 90 days. Strategic Equity Portfolio is currently producing 0.0361% returns and takes up 0.7321% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Strategic, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Strategic Equity Current Valuation
Fairly Valued
Today
Please note that Strategic Equity's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Strategic Equity Por has a current Real Value of $24.82 per share. The regular price of the fund is $24.79. We determine the value of Strategic Equity Por from inspecting 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 draw towards each other.
Since Strategic Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Strategic Mutual Fund. However, Strategic Equity'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 24.79 | Real 24.82 | Hype 24.79 | Naive 24.91 |
The intrinsic value of Strategic Equity'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 Strategic Equity'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 Strategic Equity Portfolio helps investors to forecast how Strategic 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 Strategic Equity more accurately as focusing exclusively on Strategic Equity's fundamentals will not take into account other important factors: Strategic Equity Target Price Odds to finish over Current Price
The tendency of Strategic 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 |
| 24.79 | 90 days | 24.79 | about 79.13 |
Based on a normal probability distribution, the odds of Strategic Equity to move above the current price in 90 days from now is about 79.13 (This Strategic Equity Portfolio probability density function shows the probability of Strategic Mutual Fund to fall within a particular range of prices over 90 days) .
Strategic Equity Price Density |
| Price |
Predictive Modules for Strategic Equity
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Strategic Equity Por. 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 Strategic Equity'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.
Strategic Equity Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Strategic Equity is not an exception. The market had few large corrections towards the Strategic Equity'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 Strategic Equity Portfolio, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Strategic Equity within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.03 | |
β | Beta against Dow Jones | -0.1 | |
σ | Overall volatility | 0.37 | |
Ir | Information ratio | -0.06 |
Strategic Equity 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 Strategic Equity for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Strategic Equity Por 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 retains 99.35% of its assets under management (AUM) in equities |
Strategic Equity Fundamentals Growth
Strategic Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Strategic Equity, and Strategic Equity 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 Strategic Mutual Fund performance.
| Price To Earning | 17.50 X | ||||
| Price To Book | 3.06 X | ||||
| Price To Sales | 2.07 X | ||||
| Total Asset | 123.75 M | ||||
About Strategic Equity Performance
Evaluating Strategic Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Strategic Equity 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 Strategic Equity 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 normally invests at least 80 percent of the value of its net assets in equity securities, such as common stocks, preferred stocks and securities convertible into common and preferred stocks, of U.S. companies. Glenmede Strategic is traded on NASDAQ Exchange in the United States.Things to note about Strategic Equity Por performance evaluation
Checking the ongoing alerts about Strategic Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Strategic Equity Por help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 99.35% of its assets under management (AUM) in equities |
- Analyzing Strategic Equity'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 Strategic Equity's stock is overvalued or undervalued compared to its peers.
- Examining Strategic Equity'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 Strategic Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Strategic Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Strategic Equity's mutual fund. These opinions can provide insight into Strategic Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Strategic Mutual Fund
Strategic Equity financial ratios help investors to determine whether Strategic 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 Strategic with respect to the benefits of owning Strategic Equity security.
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments |