Morningstar Equity Fund Manager Performance Evaluation
| MSTQX Fund | USD 14.50 0.12 0.83% |
The fund secures a Beta (Market Risk) of 0.81, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Morningstar's returns are expected to increase less than the market. However, during the bear market, the loss of holding Morningstar is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Morningstar Equity are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Morningstar is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.8500 |
Morningstar |
Morningstar Relative Risk vs. Return Landscape
If you would invest 1,378 in Morningstar Equity on August 24, 2024 and sell it today you would earn a total of 72.00 from holding Morningstar Equity or generate 5.22% return on investment over 90 days. Morningstar Equity is currently producing 0.082% returns and takes up 0.6938% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Morningstar, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Morningstar Current Valuation
Undervalued
Today
Please note that Morningstar's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. Morningstar Equity last-minute Real Value cannot be determined due to lack of data. The latest price of Morningstar Equity is $14.5. We determine the value of Morningstar Equity 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 Morningstar is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Morningstar Mutual Fund. However, Morningstar'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 14.5 | Real 0.0 | Hype 0.0 | Naive 14.34 |
The intrinsic value of Morningstar'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 Morningstar'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 Morningstar Equity helps investors to forecast how Morningstar 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 Morningstar more accurately as focusing exclusively on Morningstar's fundamentals will not take into account other important factors: Morningstar Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Morningstar's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Morningstar Equity, and traders can use it to determine the average amount a Morningstar'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 = 0.1182
| Best Portfolio | Best Equity | |||
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| Cash | MSTQX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.69 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Morningstar is performing at about 9% 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 Morningstar by adding it to a well-diversified portfolio.
Morningstar Fundamentals Growth
Morningstar Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Morningstar, and Morningstar 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 Morningstar Mutual Fund performance.
| Total Asset | 1.71 B | |||
About Morningstar Performance
Evaluating Morningstar's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Morningstar 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 Morningstar 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 normally invest at least 80 percent of its assets in equity securities of U.S.-based companies, and may invest up to 100 percent of its assets in such securities. It seeks to provide broad U.S. equity exposure across market capitalizations and investment styles and has the flexibility to invest in large-cap, mid-cap, and small-cap common stocks across the growth and value style spectrum. The fund may also invest in real estate investment trusts , master limited partnerships and non-U.S. companies.Things to note about Morningstar Equity performance evaluation
Checking the ongoing alerts about Morningstar for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Morningstar Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Morningstar's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Morningstar's mutual fund performance include:- Analyzing Morningstar'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 Morningstar's stock is overvalued or undervalued compared to its peers.
- Examining Morningstar'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 Morningstar's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Morningstar's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Morningstar's mutual fund. These opinions can provide insight into Morningstar's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Morningstar Mutual Fund
Morningstar financial ratios help investors to determine whether Morningstar 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 Morningstar with respect to the benefits of owning Morningstar security.
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