Amg Fq Tax Managed Fund Manager Performance Evaluation
| MFQAX Fund | USD 16.26 0.15 0.93% |
The fund shows a Beta (market volatility) of 0.61, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Amg Fq's returns are expected to increase less than the market. However, during the bear market, the loss of holding Amg Fq is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Amg Fq Tax Managed are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly fragile basic indicators, Amg Fq may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...more| Expense Ratio Date | 1st of March 2025 | |
| Expense Ratio | 1.1300 |
Amg |
Amg Fq Relative Risk vs. Return Landscape
If you would invest 1,502 in Amg Fq Tax Managed on November 9, 2025 and sell it today you would earn a total of 124.00 from holding Amg Fq Tax Managed or generate 8.26% return on investment over 90 days. Amg Fq Tax Managed is currently producing 0.1412% returns and takes up 1.5341% volatility of returns over 90 trading days. Put another way, 13% of traded mutual funds are less volatile than Amg, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Amg Fq Current Valuation
Fairly Valued
Today
Please note that Amg Fq's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Amg Fq Tax shows a prevailing Real Value of $16.15 per share. The current price of the fund is $16.26. We determine the value of Amg Fq Tax from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Amg Fq is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Amg Mutual Fund. However, Amg Fq'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 16.26 | Real 16.15 | Hype 16.26 | Naive 16.41 |
The intrinsic value of Amg Fq'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 Amg Fq'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 Amg Fq Tax Managed helps investors to forecast how Amg 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 Amg Fq more accurately as focusing exclusively on Amg Fq's fundamentals will not take into account other important factors: Amg Fq Target Price Odds to finish over Current Price
The tendency of Amg 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 |
| 16.26 | 90 days | 16.26 | about 36.28 |
Based on a normal probability distribution, the odds of Amg Fq to move above the current price in 90 days from now is about 36.28 (This Amg Fq Tax Managed probability density function shows the probability of Amg Mutual Fund to fall within a particular range of prices over 90 days) .
Amg Fq Price Density |
| Price |
Predictive Modules for Amg Fq
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Amg Fq Tax. 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.Amg Fq Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Amg Fq is not an exception. The market had few large corrections towards the Amg Fq'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 Amg Fq Tax Managed, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Amg Fq within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.07 | |
β | Beta against Dow Jones | 0.61 | |
σ | Overall volatility | 0.94 | |
Ir | Information ratio | 0.02 |
Amg Fq 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 Amg Fq for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Amg Fq Tax can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.Amg Fq Fundamentals Growth
Amg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Amg Fq, and Amg Fq 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 Amg Mutual Fund performance.
| Price To Earning | 17.44 X | ||||
| Price To Book | 2.45 X | ||||
| Price To Sales | 1.16 X | ||||
| Total Asset | 1.53 M | ||||
About Amg Fq Performance
Evaluating Amg Fq's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Amg Fq 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 Amg Fq 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 adviser intends to invest in equity securities of a relatively select group of global companies, identified through a bottom up stock picking approach with certain strategic themes identified by the Subadviser. The fund will generally invest in mid-to large-capitalization companies, although it may also invest in small-capitalization companies. The fund invests at least 35 percent of its net assets in investments economically tied to countries other than the U.S. and it will hold investments economically tied to a minimum of three countries other than the U.S. The fund is non-diversified.Things to note about Amg Fq Tax performance evaluation
Checking the ongoing alerts about Amg Fq for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Amg Fq Tax help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Amg Fq's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Amg Fq's mutual fund performance include:- Analyzing Amg Fq'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 Amg Fq's stock is overvalued or undervalued compared to its peers.
- Examining Amg Fq'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 Amg Fq's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Amg Fq's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Amg Fq's mutual fund. These opinions can provide insight into Amg Fq's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Amg Mutual Fund
Amg Fq financial ratios help investors to determine whether Amg 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 Amg with respect to the benefits of owning Amg Fq security.
| Share Portfolio Track or share privately all of your investments from the convenience of any device | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing |