Overseas Sma Completion Fund Manager Performance Evaluation
| OSCBX Fund | USD 19.39 0.20 1.04% |
The fund holds a Beta of 0.59, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Overseas Sma's returns are expected to increase less than the market. However, during the bear market, the loss of holding Overseas Sma is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Overseas Sma Completion are ranked lower than 22 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental drivers, Overseas Sma showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | Why This CEO Wont Let Private Funds Near His Companys 401 - The Wall Street Journal | 01/16/2026 |
Overseas |
Overseas Sma Relative Risk vs. Return Landscape
If you would invest 1,710 in Overseas Sma Completion on November 5, 2025 and sell it today you would earn a total of 229.00 from holding Overseas Sma Completion or generate 13.39% return on investment over 90 days. Overseas Sma Completion is currently producing 0.2089% returns and takes up 0.7365% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Overseas, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Overseas Sma Current Valuation
Undervalued
Today
Please note that Overseas Sma's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Overseas Sma Completion holds a recent Real Value of $20.63 per share. The prevailing price of the fund is $19.39. We determine the value of Overseas Sma Completion from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support 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 Overseas Sma is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Overseas Mutual Fund. However, Overseas Sma'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 19.39 | Real 20.63 | Hype 19.19 | Naive 19.38 |
The intrinsic value of Overseas Sma'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 Overseas Sma'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 Overseas Sma Completion helps investors to forecast how Overseas 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 Overseas Sma more accurately as focusing exclusively on Overseas Sma's fundamentals will not take into account other important factors: Overseas Sma Target Price Odds to finish over Current Price
The tendency of Overseas 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 |
| 19.39 | 90 days | 19.39 | roughly 2.8 |
Based on a normal probability distribution, the odds of Overseas Sma to move above the current price in 90 days from now is roughly 2.8 (This Overseas Sma Completion probability density function shows the probability of Overseas Mutual Fund to fall within a particular range of prices over 90 days) .
Overseas Sma Price Density |
| Price |
Predictive Modules for Overseas Sma
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Overseas Sma Completion. 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.Overseas Sma Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Overseas Sma is not an exception. The market had few large corrections towards the Overseas Sma'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 Overseas Sma Completion, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Overseas Sma within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.12 | |
β | Beta against Dow Jones | 0.59 | |
σ | Overall volatility | 0.68 | |
Ir | Information ratio | 0.15 |
Overseas Sma 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 Overseas Sma for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Overseas Sma Completion can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Why This CEO Wont Let Private Funds Near His Companys 401 - The Wall Street Journal | |
| The fund maintains 98.73% of its assets in stocks |
Overseas Sma Fundamentals Growth
Overseas Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Overseas Sma, and Overseas Sma 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 Overseas Mutual Fund performance.
| Total Asset | 7.62 M | |||
About Overseas Sma Performance
Evaluating Overseas Sma's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Overseas Sma 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 Overseas Sma 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 total assets in equity securities of foreign companies that have market capitalizations of more than 1 billion at the time of purchase that the Investment Manager believes are undervalued. It typically invests in foreign companies in at least three countries, other than the United States, at any one time and may invest in emerging markets. The fund is non-diversified.Things to note about Overseas Sma Completion performance evaluation
Checking the ongoing alerts about Overseas Sma for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Overseas Sma Completion help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Why This CEO Wont Let Private Funds Near His Companys 401 - The Wall Street Journal | |
| The fund maintains 98.73% of its assets in stocks |
- Analyzing Overseas Sma'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 Overseas Sma's stock is overvalued or undervalued compared to its peers.
- Examining Overseas Sma'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 Overseas Sma's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Overseas Sma's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Overseas Sma's mutual fund. These opinions can provide insight into Overseas Sma's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Overseas Mutual Fund
Overseas Sma financial ratios help investors to determine whether Overseas 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 Overseas with respect to the benefits of owning Overseas Sma security.
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