Msif Small Pany Fund Manager Performance Evaluation
| MSCOX Fund | USD 8.72 0.01 0.11% |
The fund secures a Beta (Market Risk) of 1.67, 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, Msif Small will likely underperform.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Msif Small Pany has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's basic indicators remain fairly strong which may send shares a bit higher in March 2026. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio Date | 30th of April 2025 | |
| Expense Ratio | 2.1000 |
MSIF |
Msif Small Relative Risk vs. Return Landscape
If you would invest 1,023 in Msif Small Pany on November 28, 2025 and sell it today you would lose (151.00) from holding Msif Small Pany or give up 14.76% of portfolio value over 90 days. Msif Small Pany is currently producing negative expected returns and takes up 1.9861% volatility of returns over 90 trading days. Put another way, 17% of traded mutual funds are less volatile than MSIF, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Msif Small Current Valuation
Fairly Valued
Today
Please note that Msif Small's price fluctuation is not too volatile at this time. At this time, the fund appears to be fairly valued. Msif Small Pany secures a last-minute Real Value of $8.88 per share. The latest price of the fund is $8.72. We determine the value of Msif Small Pany 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 Msif Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of MSIF Mutual Fund. However, Msif Small'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 8.72 | Real 8.88 | Hype 8.72 | Naive 9.17 |
The intrinsic value of Msif Small'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 Msif Small'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 Msif Small Pany helps investors to forecast how MSIF 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 Msif Small more accurately as focusing exclusively on Msif Small's fundamentals will not take into account other important factors: Msif Small Target Price Odds to finish over Current Price
The tendency of MSIF 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 |
| 8.72 | 90 days | 8.72 | over 95.63 |
Based on a normal probability distribution, the odds of Msif Small to move above the current price in 90 days from now is over 95.63 (This Msif Small Pany probability density function shows the probability of MSIF Mutual Fund to fall within a particular range of prices over 90 days) .
Msif Small Price Density |
| Price |
Predictive Modules for Msif Small
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Msif Small Pany. 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.Msif Small Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Msif Small is not an exception. The market had few large corrections towards the Msif Small'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 Msif Small Pany, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Msif Small within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.32 | |
β | Beta against Dow Jones | 1.67 | |
σ | Overall volatility | 0.55 | |
Ir | Information ratio | -0.13 |
Msif Small 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 Msif Small for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Msif Small Pany can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Msif Small Pany generated a negative expected return over the last 90 days | |
| The fund generated five year return of -15.0% | |
| Msif Small Pany maintains 94.27% of its assets in stocks |
Msif Small Fundamentals Growth
MSIF Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Msif Small, and Msif Small 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 MSIF Mutual Fund performance.
| Total Asset | 7.97 M | ||||
About Msif Small Performance
Evaluating Msif Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Msif Small 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 Msif Small 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 will, under normal circumstances, seek to achieve its investment objective by investing primarily in established and emerging companies with capitalizations within the range of companies included in the Russell 2000 Growth Index. The Adviser emphasizes a bottom-up stock selection process, seeking attractive investments on an individual company basis. The Adviser may invest up to 25 percent of the funds total assets in foreign securities.Things to note about Msif Small Pany performance evaluation
Checking the ongoing alerts about Msif Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Msif Small Pany help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Msif Small Pany generated a negative expected return over the last 90 days | |
| The fund generated five year return of -15.0% | |
| Msif Small Pany maintains 94.27% of its assets in stocks |
- Analyzing Msif Small'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 Msif Small's stock is overvalued or undervalued compared to its peers.
- Examining Msif Small'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 Msif Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Msif Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Msif Small's mutual fund. These opinions can provide insight into Msif Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in MSIF Mutual Fund
Msif Small financial ratios help investors to determine whether MSIF 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 MSIF with respect to the benefits of owning Msif Small security.
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| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |