Muzinich Credit Opportunities Fund Manager Performance Evaluation
| MZCIX Fund | USD 9.97 0.02 0.20% |
The fund secures a Beta (Market Risk) of 0.02, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Muzinich Credit's returns are expected to increase less than the market. However, during the bear market, the loss of holding Muzinich Credit is expected to be smaller as well.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Muzinich Credit Opportunities are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Muzinich Credit is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 30th of April 2023 | |
| Expense Ratio | 0.6800 |
Muzinich |
Muzinich Credit Relative Risk vs. Return Landscape
If you would invest 994.00 in Muzinich Credit Opportunities on August 30, 2024 and sell it today you would earn a total of 3.00 from holding Muzinich Credit Opportunities or generate 0.3% return on investment over 90 days. Muzinich Credit Opportunities is currently producing 0.0049% returns and takes up 0.1751% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Muzinich, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Muzinich Credit Current Valuation
Fairly Valued
Today
Please note that Muzinich Credit's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Muzinich Credit Oppo secures a last-minute Real Value of $9.97 per share. The latest price of the fund is $9.97. We determine the value of Muzinich Credit Oppo 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 Muzinich Credit is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Muzinich Mutual Fund. However, Muzinich Credit'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 9.97 | Real 9.97 | Hype 9.97 | Naive 9.98 |
The intrinsic value of Muzinich Credit'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 Muzinich Credit'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 Muzinich Credit Opportunities helps investors to forecast how Muzinich 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 Muzinich Credit more accurately as focusing exclusively on Muzinich Credit's fundamentals will not take into account other important factors: Muzinich Credit Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Muzinich Credit's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Muzinich Credit Opportunities, and traders can use it to determine the average amount a Muzinich Credit'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 = 0.0282
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MZCIX |
Estimated Market Risk
| 0.18 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Muzinich Credit is performing at about 2% 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 Muzinich Credit by adding it to a well-diversified portfolio.
Muzinich Credit Fundamentals Growth
Muzinich Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Muzinich Credit, and Muzinich Credit 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 Muzinich Mutual Fund performance.
| Total Asset | 92.48 M | |||
About Muzinich Credit Performance
Evaluating Muzinich Credit's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Muzinich Credit 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 Muzinich Credit 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 seeks to achieve its objective by allocating the funds assets among various credit sectors of the global fixed income markets which the Advisor finds attractive from time-to-time. It will normally invest at least 80 percent of its net assets in corporate bonds and syndicated loans that the Advisor believes have attractive riskreward characteristics and which are issued by U.S. and foreign corporations. The fund may invest up to 70 percent of its net assets in foreign securities, including up to 40 percent in issuers located in emerging market countries.Things to note about Muzinich Credit Oppo performance evaluation
Checking the ongoing alerts about Muzinich Credit for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Muzinich Credit Oppo 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 about 22.29% of its assets in cash |
- Analyzing Muzinich Credit'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 Muzinich Credit's stock is overvalued or undervalued compared to its peers.
- Examining Muzinich Credit'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 Muzinich Credit's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Muzinich Credit's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Muzinich Credit's mutual fund. These opinions can provide insight into Muzinich Credit's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Muzinich Mutual Fund
Muzinich Credit financial ratios help investors to determine whether Muzinich 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 Muzinich with respect to the benefits of owning Muzinich Credit security.
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