Fundamental Large Cap Fund Manager Performance Evaluation
| JLCFX Fund | USD 72.18 0.27 0.38% |
The fund shows a Beta (market volatility) of 1.02, which means a somewhat significant risk relative to the market. Fundamental Large returns are very sensitive to returns on the market. As the market goes up or down, Fundamental Large is expected to follow.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Fundamental Large Cap are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Fundamental Large showed solid returns over the last few months and may actually be approaching a breakup point.
...moreFundamental |
Fundamental Large Relative Risk vs. Return Landscape
If you would invest 6,217 in Fundamental Large Cap on October 29, 2025 and sell it today you would earn a total of 1,001 from holding Fundamental Large Cap or generate 16.1% return on investment over 90 days. Fundamental Large Cap is currently producing 0.2649% returns and takes up 1.8509% volatility of returns over 90 trading days. Put another way, 16% of traded mutual funds are less volatile than Fundamental, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Fundamental Large Current Valuation
Undervalued
Today
Please note that Fundamental Large's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Fundamental Large Cap shows a prevailing Real Value of $76.88 per share. The current price of the fund is $72.18. We determine the value of Fundamental Large Cap 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 Fundamental Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fundamental Mutual Fund. However, Fundamental Large'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 72.18 | Real 76.88 | Hype 72.18 | Naive 70.28 |
The intrinsic value of Fundamental Large'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 Fundamental Large'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 Fundamental Large Cap helps investors to forecast how Fundamental 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 Fundamental Large more accurately as focusing exclusively on Fundamental Large's fundamentals will not take into account other important factors: Fundamental Large Target Price Odds to finish over Current Price
The tendency of Fundamental 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 |
| 72.18 | 90 days | 72.18 | about 7.48 |
Based on a normal probability distribution, the odds of Fundamental Large to move above the current price in 90 days from now is about 7.48 (This Fundamental Large Cap probability density function shows the probability of Fundamental Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.02 . This indicates Fundamental Large Cap market returns are sensitive to returns on the market. As the market goes up or down, Fundamental Large is expected to follow. Additionally Fundamental Large Cap has an alpha of 0.1608, implying that it can generate a 0.16 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Fundamental Large Price Density |
| Price |
Predictive Modules for Fundamental Large
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Fundamental Large Cap. 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.Fundamental Large Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Fundamental Large is not an exception. The market had few large corrections towards the Fundamental Large'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 Fundamental Large Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Fundamental Large within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.16 | |
β | Beta against Dow Jones | 1.02 | |
σ | Overall volatility | 4.76 | |
Ir | Information ratio | 0.09 |
Fundamental Large 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 Fundamental Large for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Fundamental Large Cap 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: 3 Small-Cap Value Mutual Funds Poised for Strong Gains - Yahoo Finance | |
| The fund retains 99.72% of its assets under management (AUM) in equities |
Fundamental Large Fundamentals Growth
Fundamental Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fundamental Large, and Fundamental Large 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 Fundamental Mutual Fund performance.
| Price To Earning | 11.44 X | |||
| Price To Book | 2.08 X | |||
| Price To Sales | 1.99 X | |||
| Total Asset | 5.22 B | |||
About Fundamental Large Performance
Evaluating Fundamental Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fundamental Large 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 Fundamental Large 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 its net assets in equity securities of large-capitalization companies. It may invest up to 35 percent of its assets in foreign securities and may trade securities actively. The fund may invest up to 20 percent of its assets in bonds of any maturity, including up to 15 percent of net assets in below investment grade bonds rated as low as CC by SP Global Ratings or Ca by Moodys Investors Service, Inc. and their unrated equivalents.Things to note about Fundamental Large Cap performance evaluation
Checking the ongoing alerts about Fundamental Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fundamental Large Cap 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: 3 Small-Cap Value Mutual Funds Poised for Strong Gains - Yahoo Finance | |
| The fund retains 99.72% of its assets under management (AUM) in equities |
- Analyzing Fundamental Large'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 Fundamental Large's stock is overvalued or undervalued compared to its peers.
- Examining Fundamental Large'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 Fundamental Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fundamental Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fundamental Large's mutual fund. These opinions can provide insight into Fundamental Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fundamental Mutual Fund
Fundamental Large financial ratios help investors to determine whether Fundamental 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 Fundamental with respect to the benefits of owning Fundamental Large security.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |