Midcap Fund Institutional Fund Manager Performance Evaluation
| PCBIX Fund | USD 41.37 0.29 0.71% |
The fund secures a Beta (Market Risk) of -0.0458, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Midcap Fund are expected to decrease at a much lower rate. During the bear market, Midcap Fund is likely to outperform the market.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Midcap Fund Institutional has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Midcap Fund 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 | 1st of March 2025 | |
| Expense Ratio | 0.6700 |
Midcap |
Midcap Fund Relative Risk vs. Return Landscape
If you would invest 4,193 in Midcap Fund Institutional on November 15, 2025 and sell it today you would lose (56.00) from holding Midcap Fund Institutional or give up 1.34% of portfolio value over 90 days. Midcap Fund Institutional is currently producing negative expected returns and takes up 0.9278% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Midcap, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Midcap Fund Current Valuation
Fairly Valued
Today
Please note that Midcap Fund's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Midcap Fund Institutional secures a last-minute Real Value of $41.69 per share. The latest price of the fund is $41.37. We determine the value of Midcap Fund Institutional 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 Midcap Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Midcap Mutual Fund. However, Midcap Fund'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 41.37 | Real 41.69 | Hype 41.37 |
The intrinsic value of Midcap Fund'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 Midcap Fund'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 Midcap Fund Institutional helps investors to forecast how Midcap 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 Midcap Fund more accurately as focusing exclusively on Midcap Fund's fundamentals will not take into account other important factors: Midcap Fund Target Price Odds to finish over Current Price
The tendency of Midcap 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 |
| 41.37 | 90 days | 41.37 | about 99.0 |
Based on a normal probability distribution, the odds of Midcap Fund to move above the current price in 90 days from now is about 99.0 (This Midcap Fund Institutional probability density function shows the probability of Midcap Mutual Fund to fall within a particular range of prices over 90 days) .
Midcap Fund Price Density |
| Price |
Predictive Modules for Midcap Fund
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Midcap Fund Institutional. 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.Midcap Fund Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Midcap Fund is not an exception. The market had few large corrections towards the Midcap Fund'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 Midcap Fund Institutional, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Midcap Fund within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.05 | |
β | Beta against Dow Jones | -0.05 | |
σ | Overall volatility | 0.70 | |
Ir | Information ratio | -0.12 |
Midcap Fund 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 Midcap Fund for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Midcap Fund Institutional can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Midcap Fund generated a negative expected return over the last 90 days | |
| The fund maintains 100.08% of its assets in stocks |
Midcap Fund Fundamentals Growth
Midcap Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Midcap Fund, and Midcap Fund 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 Midcap Mutual Fund performance.
| Price To Earning | 22.59 X | ||||
| Price To Book | 2.40 X | ||||
| Price To Sales | 1.96 X | ||||
| Total Asset | 14.84 B | ||||
About Midcap Fund Performance
Evaluating Midcap Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Midcap Fund 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 Midcap Fund 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 companies with medium market capitalizations. For this fund, companies with medium market capitalizations are those with market capitalizations within the range of companies comprising the Russell MidCap Index. The fund also invests in foreign securities.Things to note about Midcap Fund Institutional performance evaluation
Checking the ongoing alerts about Midcap Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Midcap Fund Institutional help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Midcap Fund generated a negative expected return over the last 90 days | |
| The fund maintains 100.08% of its assets in stocks |
- Analyzing Midcap Fund'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 Midcap Fund's stock is overvalued or undervalued compared to its peers.
- Examining Midcap Fund'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 Midcap Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Midcap Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Midcap Fund's mutual fund. These opinions can provide insight into Midcap Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Midcap Mutual Fund
Midcap Fund financial ratios help investors to determine whether Midcap 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 Midcap with respect to the benefits of owning Midcap Fund security.
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