Lateef Focused Growth Fund Manager Performance Evaluation
| LIMAX Fund | USD 6.51 0.10 1.51% |
The fund secures a Beta (Market Risk) of 1.16, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Lateef Focused will likely underperform.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Lateef Focused Growth are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Lateef Focused showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | Ten 2025 Ray of Hope Accelerator Teams to Host Online Demo Day - CSRwire | 01/29/2026 |
| Expense Ratio Date | 1st of September 2021 | |
| Expense Ratio | 1.3500 |
Lateef |
Lateef Focused Relative Risk vs. Return Landscape
If you would invest 571.00 in Lateef Focused Growth on November 6, 2025 and sell it today you would earn a total of 80.00 from holding Lateef Focused Growth or generate 14.01% return on investment over 90 days. Lateef Focused Growth is currently producing 0.2449% returns and takes up 2.3966% volatility of returns over 90 trading days. Put another way, 21% of traded mutual funds are less volatile than Lateef, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Lateef Focused Current Valuation
Fairly Valued
Today
Please note that Lateef Focused's price fluctuation is somewhat reliable at this time. At this time, the fund appears to be fairly valued. Lateef Focused Growth secures a last-minute Real Value of $6.55 per share. The latest price of the fund is $6.51. We determine the value of Lateef Focused Growth 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 Lateef Focused is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Lateef Mutual Fund. However, Lateef Focused'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 6.51 | Real 6.55 | Hype 6.5 | Naive 6.46 |
The intrinsic value of Lateef Focused'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 Lateef Focused'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 Lateef Focused Growth helps investors to forecast how Lateef 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 Lateef Focused more accurately as focusing exclusively on Lateef Focused's fundamentals will not take into account other important factors: Lateef Focused Target Price Odds to finish over Current Price
The tendency of Lateef 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 |
| 6.51 | 90 days | 6.51 | about 33.85 |
Based on a normal probability distribution, the odds of Lateef Focused to move above the current price in 90 days from now is about 33.85 (This Lateef Focused Growth probability density function shows the probability of Lateef Mutual Fund to fall within a particular range of prices over 90 days) .
Lateef Focused Price Density |
| Price |
Predictive Modules for Lateef Focused
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Lateef Focused Growth. 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.Lateef Focused Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Lateef Focused is not an exception. The market had few large corrections towards the Lateef Focused'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 Lateef Focused Growth, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Lateef Focused within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.11 | |
β | Beta against Dow Jones | 1.16 | |
σ | Overall volatility | 0.48 | |
Ir | Information ratio | 0.05 |
Lateef Focused 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 Lateef Focused for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Lateef Focused Growth 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: Ten 2025 Ray of Hope Accelerator Teams to Host Online Demo Day - CSRwire | |
| The fund maintains 96.97% of its assets in stocks |
Lateef Focused Fundamentals Growth
Lateef Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Lateef Focused, and Lateef Focused 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 Lateef Mutual Fund performance.
| Price To Earning | 23.98 X | |||
| Price To Book | 3.45 X | |||
| Price To Sales | 2.75 X | |||
| Total Asset | 19.77 M | |||
About Lateef Focused Performance
Evaluating Lateef Focused's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Lateef Focused 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 Lateef Focused 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 in the common stocks of approximately 15 to 25 mid- and large-cap companies with market capitalizations greater than 2 billion that have, in the Advisers opinion, a competitive advantage. The Sub-Adviser uses an intensive fundamental due diligence research process to attempt to identify companies with owner-oriented management teams that, in the view of the Sub-Adviser, generate consistently high returns on capital. It is non-diversified.Things to note about Lateef Focused Growth performance evaluation
Checking the ongoing alerts about Lateef Focused for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Lateef Focused Growth 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: Ten 2025 Ray of Hope Accelerator Teams to Host Online Demo Day - CSRwire | |
| The fund maintains 96.97% of its assets in stocks |
- Analyzing Lateef Focused'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 Lateef Focused's stock is overvalued or undervalued compared to its peers.
- Examining Lateef Focused'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 Lateef Focused's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lateef Focused's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Lateef Focused's mutual fund. These opinions can provide insight into Lateef Focused's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Lateef Mutual Fund
Lateef Focused financial ratios help investors to determine whether Lateef 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 Lateef with respect to the benefits of owning Lateef Focused security.
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