Mesirow Financial Small Fund Manager Performance Evaluation
| MSVIX Fund | USD 5.20 0.06 1.14% |
The fund secures a Beta (Market Risk) of 0.96, which conveys possible diversification benefits within a given portfolio. Mesirow Financial returns are very sensitive to returns on the market. As the market goes up or down, Mesirow Financial is expected to follow.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Mesirow Financial Small 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 forward 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 | 18th of July 2025 | |
| Expense Ratio | 0.9800 |
Mesirow |
Mesirow Financial Relative Risk vs. Return Landscape
If you would invest 1,309 in Mesirow Financial Small on November 2, 2025 and sell it today you would lose (789.00) from holding Mesirow Financial Small or give up 60.28% of portfolio value over 90 days. Mesirow Financial Small is currently producing negative expected returns and takes up 8.1371% volatility of returns over 90 trading days. Put another way, 73% of traded mutual funds are less volatile than Mesirow, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mesirow Financial Current Valuation
Undervalued
Today
Please note that Mesirow Financial's price fluctuation is risky at this time. At this time, the fund appears to be undervalued. Mesirow Financial Small secures a last-minute Real Value of $5.73 per share. The latest price of the fund is $5.2. We determine the value of Mesirow Financial Small 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 Mesirow Financial is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mesirow Mutual Fund. However, Mesirow Financial'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 5.2 | Real 5.73 | Hype 5.2 | Naive 3.55 |
The intrinsic value of Mesirow Financial'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 Mesirow Financial'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 Mesirow Financial Small helps investors to forecast how Mesirow 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 Mesirow Financial more accurately as focusing exclusively on Mesirow Financial's fundamentals will not take into account other important factors: Mesirow Financial Target Price Odds to finish over Current Price
The tendency of Mesirow 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 |
| 5.20 | 90 days | 5.20 | about 87.61 |
Based on a normal probability distribution, the odds of Mesirow Financial to move above the current price in 90 days from now is about 87.61 (This Mesirow Financial Small probability density function shows the probability of Mesirow Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Mesirow Financial has a beta of 0.96. This indicates Mesirow Financial Small market returns are sensitive to returns on the market. As the market goes up or down, Mesirow Financial is expected to follow. Additionally Mesirow Financial Small 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. Mesirow Financial Price Density |
| Price |
Predictive Modules for Mesirow Financial
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Mesirow Financial Small. 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.Mesirow Financial Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Mesirow Financial is not an exception. The market had few large corrections towards the Mesirow Financial'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 Mesirow Financial Small, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Mesirow Financial within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.93 | |
β | Beta against Dow Jones | 0.96 | |
σ | Overall volatility | 4.04 | |
Ir | Information ratio | -0.12 |
Mesirow Financial 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 Mesirow Financial for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Mesirow Financial Small can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Mesirow Financial generated a negative expected return over the last 90 days | |
| Mesirow Financial has high historical volatility and very poor performance | |
| Latest headline from news.google.com: Kenneth Phelan Increases Stake in John Hancock Financial Opportu - GuruFocus | |
| The fund maintains 96.58% of its assets in stocks |
Mesirow Financial Fundamentals Growth
Mesirow Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mesirow Financial, and Mesirow Financial 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 Mesirow Mutual Fund performance.
| Total Asset | 6.63 M | |||
About Mesirow Financial Performance
Evaluating Mesirow Financial's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mesirow Financial 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 Mesirow Financial 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, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of small companies. It invests mainly in common stocks, but it may also invest in ETFs. The fund may invest in cash or money market instruments for the purpose of meeting redemption requests or making other anticipated cash payments.Things to note about Mesirow Financial Small performance evaluation
Checking the ongoing alerts about Mesirow Financial for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mesirow Financial Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Mesirow Financial generated a negative expected return over the last 90 days | |
| Mesirow Financial has high historical volatility and very poor performance | |
| Latest headline from news.google.com: Kenneth Phelan Increases Stake in John Hancock Financial Opportu - GuruFocus | |
| The fund maintains 96.58% of its assets in stocks |
- Analyzing Mesirow Financial'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 Mesirow Financial's stock is overvalued or undervalued compared to its peers.
- Examining Mesirow Financial'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 Mesirow Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mesirow Financial's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mesirow Financial's mutual fund. These opinions can provide insight into Mesirow Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mesirow Mutual Fund
Mesirow Financial financial ratios help investors to determine whether Mesirow 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 Mesirow with respect to the benefits of owning Mesirow Financial security.
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