Muzinich High Yield Fund Manager Performance Evaluation
| MZHSX Fund | USD 8.01 0.03 0.37% |
The fund secures a Beta (Market Risk) of 0.0694, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Muzinich's returns are expected to increase less than the market. However, during the bear market, the loss of holding Muzinich 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 Muzinich High Yield are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Muzinich is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.5800 |
Muzinich |
Muzinich Relative Risk vs. Return Landscape
If you would invest 792.00 in Muzinich High Yield on September 1, 2024 and sell it today you would earn a total of 9.00 from holding Muzinich High Yield or generate 1.14% return on investment over 90 days. Muzinich High Yield is currently producing 0.0178% returns and takes up 0.1408% 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 Current Valuation
Overvalued
Today
Please note that Muzinich's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Muzinich High Yield secures a last-minute Real Value of $7.36 per share. The latest price of the fund is $8.01. We determine the value of Muzinich High Yield 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 is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Muzinich Mutual Fund. However, Muzinich'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 8.01 | Real 7.36 | Hype 8.01 | Naive 8.01 |
The intrinsic value of Muzinich'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'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 High Yield 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 more accurately as focusing exclusively on Muzinich's fundamentals will not take into account other important factors: Muzinich Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Muzinich's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Muzinich High Yield, and traders can use it to determine the average amount a Muzinich'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 = 0.1261
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MZHSX |
Estimated Market Risk
| 0.14 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 9 91% of assets perform better |
Based on monthly moving average Muzinich 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 Muzinich by adding it to a well-diversified portfolio.
Muzinich Fundamentals Growth
Muzinich Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Muzinich, and Muzinich 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 | 29.16 M | ||||
About Muzinich Performance
Evaluating Muzinich's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Muzinich 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 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 normally invests at least 80 percent of its net assets in high yield credit issued by companies with a domicile or principle place of business in the U.S. The advisor typically focuses on debt instruments rated below investment grade, defined as below BBB- or Baa3 by Standard Poors, Fitch or Moodys, as applicable, or which are deemed equivalent by the Advisor.Things to note about Muzinich High Yield performance evaluation
Checking the ongoing alerts about Muzinich for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Muzinich High Yield 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 9.49% of its assets in bonds |
- Analyzing Muzinich'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's stock is overvalued or undervalued compared to its peers.
- Examining Muzinich'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's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Muzinich's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Muzinich's mutual fund. These opinions can provide insight into Muzinich's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Muzinich Mutual Fund
Muzinich 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 security.
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