Fundamental Large Cap Fund Manager Performance Evaluation
| JLCVX Fund | USD 82.48 0.37 0.45% |
The fund shows a Beta (market volatility) of 0.87, which means possible diversification benefits within a given portfolio. 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
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Fundamental Large Cap are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Fundamental Large may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 0.7100 |
FUNDAMENTAL |
Fundamental Large Relative Risk vs. Return Landscape
If you would invest 7,577 in Fundamental Large Cap on September 2, 2024 and sell it today you would earn a total of 671.00 from holding Fundamental Large Cap or generate 8.86% return on investment over 90 days. Fundamental Large Cap is currently producing 0.1352% returns and takes up 0.7157% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than FUNDAMENTAL, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Fundamental Large Current Valuation
Fairly Valued
Today
Please note that Fundamental Large's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Fundamental Large Cap shows a prevailing Real Value of $81.5 per share. The current price of the fund is $82.48. 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 82.48 | Real 81.5 | Hype 82.48 | Naive 82.36 |
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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fundamental Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fundamental Large Cap, and traders can use it to determine the average amount a Fundamental Large's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1889
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| Cash | JLCVX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.72 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Fundamental Large is performing at about 14% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Fundamental Large by adding it to a well-diversified portfolio.
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 | 11.40 X | ||||
| Price To Book | 2.02 X | ||||
| Price To Sales | 2.13 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.| 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.
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