Marsico Midcap Growth Fund Manager Performance Evaluation
| MIDFX Fund | USD 55.59 0.35 0.63% |
The fund secures a Beta (Market Risk) of 1.15, which conveys a somewhat significant risk relative to the market. Marsico Midcap returns are very sensitive to returns on the market. As the market goes up or down, Marsico Midcap is expected to follow.
Risk-Adjusted Performance
27 of 100
Weak | Strong |
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Marsico Midcap Growth are ranked lower than 27 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Marsico Midcap showed solid returns over the last few months and may actually be approaching a breakup point.
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Marsico Midcap Relative Risk vs. Return Landscape
If you would invest 4,447 in Marsico Midcap Growth on September 3, 2024 and sell it today you would earn a total of 1,112 from holding Marsico Midcap Growth or generate 25.01% return on investment over 90 days. Marsico Midcap Growth is currently producing 0.3545% returns and takes up 1.0259% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Marsico, and 93% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Marsico Midcap Current Valuation
Undervalued
Today
Please note that Marsico Midcap's price fluctuation is very steady at this time. Marsico Midcap Growth secures a last-minute Real Value of $58.83 per share. The latest price of the fund is $55.59. Our model forecasts the value of Marsico Midcap Growth from analyzing the fund technical indicators and probability of bankruptcy. In general, investors 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 Marsico Midcap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Marsico Mutual Fund. However, Marsico Midcap'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 55.59 | Real 58.83 | Hype 55.59 | Naive 55.35 |
The intrinsic value of Marsico Midcap'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 Marsico Midcap'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 Marsico Midcap Growth helps investors to forecast how Marsico 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 Marsico Midcap more accurately as focusing exclusively on Marsico Midcap's fundamentals will not take into account other important factors: Marsico Midcap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Marsico Midcap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Marsico Midcap Growth, and traders can use it to determine the average amount a Marsico Midcap'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 = 0.3456
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.03 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.35 actual daily | 6 94% of assets have higher returns |
Risk-Adjusted Return
| 0.35 actual daily | 27 73% of assets perform better |
Based on monthly moving average Marsico Midcap is performing at about 27% 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 Marsico Midcap by adding it to a well-diversified portfolio.
About Marsico Midcap Performance
Evaluating Marsico Midcap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Marsico Midcap 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 Marsico Midcap 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 primarily in common stocks that are selected for their long-term growth potential. Under normal circumstances, it will invest at least 80 percent of the value of its assets in medium-capitalization growth companies. The investment adviser seeks to select stocks of high-quality companies with compelling long-term capital appreciation potential. The fundamental investment approach combines top-down macro-economic analysis and investment theme development with bottom-up company and security analysis to identify attractive opportunities.Things to note about Marsico Midcap Growth performance evaluation
Checking the ongoing alerts about Marsico Midcap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Marsico Midcap Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains all of the assets in different exotic instruments |
- Analyzing Marsico Midcap'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 Marsico Midcap's stock is overvalued or undervalued compared to its peers.
- Examining Marsico Midcap'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 Marsico Midcap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Marsico Midcap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Marsico Midcap's mutual fund. These opinions can provide insight into Marsico Midcap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Marsico Mutual Fund
Marsico Midcap financial ratios help investors to determine whether Marsico 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 Marsico with respect to the benefits of owning Marsico Midcap security.
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