Large Cap E Fund Manager Performance Evaluation
| GTLOX Fund | USD 20.53 0.14 0.69% |
The fund secures a Beta (Market Risk) of 0.83, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Large Cap's returns are expected to increase less than the market. However, during the bear market, the loss of holding Large Cap is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Large Cap E are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Large Cap showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 13th of March 2025 | |
| Expense Ratio | 0.8600 |
Large |
Large Cap Relative Risk vs. Return Landscape
If you would invest 1,567 in Large Cap E on October 29, 2025 and sell it today you would earn a total of 486.00 from holding Large Cap E or generate 31.01% return on investment over 90 days. Large Cap E is currently producing 0.4854% returns and takes up 2.7906% volatility of returns over 90 trading days. Put another way, 25% of traded mutual funds are less volatile than Large, and 91% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Large Cap Current Valuation
Undervalued
Today
Please note that Large Cap's price fluctuation is not too volatile at this time. At this time, the fund appears to be undervalued. Large Cap E secures a last-minute Real Value of $21.57 per share. The latest price of the fund is $20.53. We determine the value of Large Cap E from analyzing 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 merge together.
Since Large Cap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Large Mutual Fund. However, Large Cap'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 20.53 | Real 21.57 | Hype 20.53 | Naive 21.02 |
The intrinsic value of Large Cap'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 Large Cap'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 Large Cap E helps investors to forecast how Large 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 Large Cap more accurately as focusing exclusively on Large Cap's fundamentals will not take into account other important factors: Large Cap Target Price Odds to finish over Current Price
The tendency of Large 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 |
| 20.53 | 90 days | 20.53 | about 8.97 |
Based on a normal probability distribution, the odds of Large Cap to move above the current price in 90 days from now is about 8.97 (This Large Cap E probability density function shows the probability of Large Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Large Cap has a beta of 0.83. This usually indicates as returns on the market go up, Large Cap average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Large Cap E will be expected to be much smaller as well. Additionally Large Cap E has an alpha of 0.3676, implying that it can generate a 0.37 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Large Cap Price Density |
| Price |
Predictive Modules for Large Cap
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Large Cap E. 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.Large Cap Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Large Cap is not an exception. The market had few large corrections towards the Large Cap'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 Large Cap E, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Large Cap within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.37 | |
β | Beta against Dow Jones | 0.83 | |
σ | Overall volatility | 2.19 | |
Ir | Information ratio | 0.13 |
Large Cap 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 Large Cap for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Large Cap E 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 99.79% of its assets under management (AUM) in equities |
Large Cap Fundamentals Growth
Large Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Large Cap, and Large Cap 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 Large Mutual Fund performance.
| Price To Earning | 18.13 X | |||
| Price To Book | 2.86 X | |||
| Price To Sales | 1.37 X | |||
| Total Asset | 359.29 M | |||
About Large Cap Performance
Evaluating Large Cap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Large Cap 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 Large Cap 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 invests at least 80 percent of the value of its net assets in equity securities, such as common stocks, of large cap companies tied economically to the Advisor considers a company to be tied economically to the U.S. The Advisor considers a company to be tied economically to the U.S. if the company 1 is organized under the laws of the U.S., 2 maintains its principal place of business in the U.S., 3 is traded principally in the U.S. or 4 at the time of purchase, is included in a U.S. equity index managed by SP Global Ratings or FTSE Russell.Things to note about Large Cap E performance evaluation
Checking the ongoing alerts about Large Cap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Large Cap E 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 99.79% of its assets under management (AUM) in equities |
- Analyzing Large Cap'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 Large Cap's stock is overvalued or undervalued compared to its peers.
- Examining Large Cap'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 Large Cap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Large Cap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Large Cap's mutual fund. These opinions can provide insight into Large Cap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Large Mutual Fund
Large Cap financial ratios help investors to determine whether Large 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 Large with respect to the benefits of owning Large Cap security.
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Stocks Directory Find actively traded stocks across global markets | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments |