International Equity Portfolio Fund Manager Performance Evaluation
| MSIQX Fund | USD 6.79 0.09 1.31% |
The fund retains a Market Volatility (i.e., Beta) of 1.7, which attests to 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, International Equity will likely underperform.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days International Equity Portfolio has generated negative risk-adjusted returns adding no value to fund investors. In spite of fragile 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 | 0.9500 |
International |
International Equity Relative Risk vs. Return Landscape
If you would invest 1,199 in International Equity Portfolio on November 4, 2025 and sell it today you would lose (520.00) from holding International Equity Portfolio or give up 43.37% of portfolio value over 90 days. International Equity Portfolio is currently producing negative expected returns and takes up 5.8657% volatility of returns over 90 trading days. Put another way, 52% of traded mutual funds are less volatile than International, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
International Equity Current Valuation
Undervalued
Today
Please note that International Equity's price fluctuation is moderately volatile at this time. At this time, the entity appears to be undervalued. International Equity retains a regular Real Value of $7.43 per share. The prevalent price of the fund is $6.79. We determine the value of International Equity from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since International Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of International Mutual Fund. However, International Equity'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 6.79 | Real 7.43 | Hype 6.79 | Naive 5.3 |
The intrinsic value of International Equity'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 International Equity'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 International Equity Portfolio helps investors to forecast how International 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 International Equity more accurately as focusing exclusively on International Equity's fundamentals will not take into account other important factors: International Equity Target Price Odds to finish over Current Price
The tendency of International 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 |
| 6.79 | 90 days | 6.79 | about 85.39 |
Based on a normal probability distribution, the odds of International Equity to move above the current price in 90 days from now is about 85.39 (This International Equity Portfolio probability density function shows the probability of International Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.7 . This indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, International Equity will likely underperform. Additionally International Equity Portfolio has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. International Equity Price Density |
| Price |
Predictive Modules for International Equity
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as International Equity. 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.International Equity Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. International Equity is not an exception. The market had few large corrections towards the International Equity'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 International Equity Portfolio, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of International Equity within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.75 | |
β | Beta against Dow Jones | 1.70 | |
σ | Overall volatility | 2.62 | |
Ir | Information ratio | -0.13 |
International Equity 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 International Equity for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for International Equity can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| International Equity generated a negative expected return over the last 90 days | |
| International Equity has high historical volatility and very poor performance | |
| The fund maintains 98.08% of its assets in stocks |
International Equity Fundamentals Growth
International Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of International Equity, and International Equity 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 International Mutual Fund performance.
| Price To Earning | 17.69 X | |||
| Price To Book | 2.26 X | |||
| Price To Sales | 1.51 X | |||
| Total Asset | 156.24 M | |||
About International Equity Performance
Evaluating International Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if International Equity 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 International Equity 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.
Under normal circumstances, at least 80 percent of the funds assets will be invested in equity securities. This policy may be changed without shareholder approval however, the investors would be notified upon 60 days notice in writing of any changes. The funds equity investments may include convertible securities. It is non-diversified.Things to note about International Equity performance evaluation
Checking the ongoing alerts about International Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for International Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| International Equity generated a negative expected return over the last 90 days | |
| International Equity has high historical volatility and very poor performance | |
| The fund maintains 98.08% of its assets in stocks |
- Analyzing International Equity'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 International Equity's stock is overvalued or undervalued compared to its peers.
- Examining International Equity'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 International Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of International Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of International Equity's mutual fund. These opinions can provide insight into International Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in International Mutual Fund
International Equity financial ratios help investors to determine whether International 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 International with respect to the benefits of owning International Equity security.
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