Mid Cap Value Profund Fund Manager Performance Evaluation

MLPIX Fund  USD 125.63  1.25  0.99%   
The fund secures a Beta (Market Risk) of 0.99, which conveys possible diversification benefits within a given portfolio. Mid-cap Value returns are very sensitive to returns on the market. As the market goes up or down, Mid-cap Value is expected to follow.

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Mid Cap Value Profund are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Mid-cap Value may actually be approaching a critical reversion point that can send shares even higher in February 2026.
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Expense Ratio Date28th of November 2025
Expense Ratio1.7800
  

Mid-cap Value Relative Risk vs. Return Landscape

If you would invest  11,779  in Mid Cap Value Profund on October 28, 2025 and sell it today you would earn a total of  784.00  from holding Mid Cap Value Profund or generate 6.66% return on investment over 90 days. Mid Cap Value Profund is currently producing 0.11% returns and takes up 0.9413% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Mid-cap, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Mid-cap Value is expected to generate 1.28 times more return on investment than the market. However, the company is 1.28 times more volatile than its market benchmark. It trades about 0.12 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.07 per unit of risk.

Mid-cap Value Current Valuation

Overvalued
Today
125.63
Please note that Mid-cap Value's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Mid Cap Value secures a last-minute Real Value of $111.18 per share. The latest price of the fund is $125.63. We determine the value of Mid Cap Value 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 Mid-cap Value is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mid-cap Mutual Fund. However, Mid-cap Value'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  125.63 Real  111.18 Hype  116.52 Naive  126.81
The intrinsic value of Mid-cap Value'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 Mid-cap Value'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.
110.24
Downside
111.18
Real Value
138.19
Upside
Estimating the potential upside or downside of Mid Cap Value Profund helps investors to forecast how Mid-cap 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 Mid-cap Value more accurately as focusing exclusively on Mid-cap Value's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
119.45123.76128.06
Details
Hype
Prediction
LowEstimatedHigh
115.58116.52138.19
Details
Naive
Forecast
LowNext ValueHigh
125.87126.81127.75
Details
Below is the normalized historical share price chart for Mid Cap Value Profund extending back to September 19, 2001. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Mid-cap Value stands at 125.63, as last reported on the 26th of January, with the highest price reaching 125.63 and the lowest price hitting 125.63 during the day.
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Mid-cap Value Target Price Odds to finish over Current Price

The tendency of Mid-cap 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 PriceHorizonTarget PriceOdds to move above the current price in 90 days
 125.63 90 days 125.63 
about 5.81
Based on a normal probability distribution, the odds of Mid-cap Value to move above the current price in 90 days from now is about 5.81 (This Mid Cap Value Profund probability density function shows the probability of Mid-cap Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Mid-cap Value has a beta of 0.99. This indicates Mid Cap Value Profund market returns are sensitive to returns on the market. As the market goes up or down, Mid-cap Value is expected to follow. Additionally Mid Cap Value Profund has an alpha of 0.0205, implying that it can generate a 0.0205 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Mid-cap Value Price Density   
       Price  

Predictive Modules for Mid-cap Value

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Mid Cap Value. 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.
Hype
Prediction
LowEstimatedHigh
115.58116.52138.19
Details
Intrinsic
Valuation
LowRealHigh
110.24111.18138.19
Details
Naive
Forecast
LowNextHigh
125.87126.81127.75
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
119.45123.76128.06
Details

Mid-cap Value Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Mid-cap Value is not an exception. The market had few large corrections towards the Mid-cap Value'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 Mid Cap Value Profund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Mid-cap Value within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.02
β
Beta against Dow Jones0.99
σ
Overall volatility
3.66
Ir
Information ratio 0.02

Mid-cap Value 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 Mid-cap Value for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Mid Cap Value 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: Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio - Yahoo Finance
The fund maintains 99.95% of its assets in stocks

Mid-cap Value Fundamentals Growth

Mid-cap Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mid-cap Value, and Mid-cap Value 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 Mid-cap Mutual Fund performance.

About Mid-cap Value Performance

Evaluating Mid-cap Value's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mid-cap Value 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 Mid-cap Value 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 in financial instruments that the fund Advisors believes, in combination, should track the performance of the index. The index is designed to provide a comprehensive measure of mid-cap U.S. equity value performance. It is a market capitalization weighted index comprised of stocks from the SP MidCap 400 that have been identified as being on the value end of the growth-value spectrum as determined by SP Dow Jones Indices LLC.

Things to note about Mid Cap Value performance evaluation

Checking the ongoing alerts about Mid-cap Value for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mid Cap Value 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: Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio - Yahoo Finance
The fund maintains 99.95% of its assets in stocks
Evaluating Mid-cap Value's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Mid-cap Value's mutual fund performance include:
  • Analyzing Mid-cap Value'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 Mid-cap Value's stock is overvalued or undervalued compared to its peers.
  • Examining Mid-cap Value'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 Mid-cap Value's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mid-cap Value's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Mid-cap Value's mutual fund. These opinions can provide insight into Mid-cap Value's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Mid-cap Value's mutual fund performance is not an exact science, and many factors can impact Mid-cap Value's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Mid-cap Mutual Fund

Mid-cap Value financial ratios help investors to determine whether Mid-cap 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 Mid-cap with respect to the benefits of owning Mid-cap Value security.
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