Massmutual Premier Disciplined Fund Manager Performance Evaluation

MPINX Fund  USD 15.41  0.07  0.46%   
The fund secures a Beta (Market Risk) of 0.13, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Massmutual Premier's returns are expected to increase less than the market. However, during the bear market, the loss of holding Massmutual Premier is expected to be smaller as well.

Risk-Adjusted Performance

12 of 100

 
Weak
 
Strong
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Massmutual Premier Disciplined are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Massmutual Premier may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more
Expense Ratio1.5100
  

Massmutual Premier Relative Risk vs. Return Landscape

If you would invest  1,445  in Massmutual Premier Disciplined on September 12, 2024 and sell it today you would earn a total of  96.00  from holding Massmutual Premier Disciplined or generate 6.64% return on investment over 90 days. Massmutual Premier Disciplined is currently producing 0.1028% returns and takes up 0.6745% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Massmutual, 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 Massmutual Premier is expected to generate 1.17 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.09 times less risky than the market. It trades about 0.15 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.16 of returns per unit of risk over similar time horizon.

Massmutual Premier Current Valuation

Fairly Valued
Today
15.41
Please note that Massmutual Premier's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Massmutual Premier secures a last-minute Real Value of $15.37 per share. The latest price of the fund is $15.41. We determine the value of Massmutual Premier 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 Massmutual Premier is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Massmutual Mutual Fund. However, Massmutual Premier'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  15.41 Real  15.37 Hype  15.41 Naive  15.11
The intrinsic value of Massmutual Premier'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 Massmutual Premier'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.
15.37
Real Value
16.04
Upside
Estimating the potential upside or downside of Massmutual Premier Disciplined helps investors to forecast how Massmutual 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 Massmutual Premier more accurately as focusing exclusively on Massmutual Premier's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
14.5815.2415.89
Details
Hype
Prediction
LowEstimatedHigh
14.7415.4116.08
Details
Naive
Forecast
LowNext ValueHigh
14.4415.1115.79
Details

Massmutual Premier Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Massmutual Premier's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Massmutual Premier Disciplined, and traders can use it to determine the average amount a Massmutual Premier'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 = 0.1524

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashMPINXAverage RiskHigh RiskHuge Risk
Negative Returns

Estimated Market Risk

 0.67
  actual daily
5
95% of assets are more volatile

Expected Return

 0.1
  actual daily
1
99% of assets have higher returns

Risk-Adjusted Return

 0.15
  actual daily
12
88% of assets perform better
Based on monthly moving average Massmutual Premier is performing at about 12% 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 Massmutual Premier by adding it to a well-diversified portfolio.

Massmutual Premier Fundamentals Growth

Massmutual Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Massmutual Premier, and Massmutual Premier 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 Massmutual Mutual Fund performance.

About Massmutual Premier Performance

Evaluating Massmutual Premier's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Massmutual Premier 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 Massmutual Premier 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 equity securities of U.S. large- and mid-cap companies. It currently invests substantially all of its assets in companies represented in the Russell 1000 Value Index at the time of purchase, although the fund is actively managed and is not an index fund or a passively managed investment. The fund may hold a portion of its assets in unlisted securities. It may invest in exchange-traded funds and may use equity index futures contracts as a substitute for direct investments in order to help manage cash flows.

Things to note about Massmutual Premier performance evaluation

Checking the ongoing alerts about Massmutual Premier for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Massmutual Premier 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 99.3% of its assets in stocks
Evaluating Massmutual Premier's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Massmutual Premier's mutual fund performance include:
  • Analyzing Massmutual Premier'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 Massmutual Premier's stock is overvalued or undervalued compared to its peers.
  • Examining Massmutual Premier'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 Massmutual Premier's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Massmutual Premier's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Massmutual Premier's mutual fund. These opinions can provide insight into Massmutual Premier's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Massmutual Premier's mutual fund performance is not an exact science, and many factors can impact Massmutual Premier'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 Massmutual Mutual Fund

Massmutual Premier financial ratios help investors to determine whether Massmutual 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 Massmutual with respect to the benefits of owning Massmutual Premier security.
Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device
Commodity Channel
Use Commodity Channel Index to analyze current equity momentum
Technical Analysis
Check basic technical indicators and analysis based on most latest market data
Global Markets Map
Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes