Fundamental Indexplus Tr Fund Manager Performance Evaluation
| PIXAX Fund | USD 19.87 0.02 0.10% |
The fund shows a Beta (market volatility) of 0.39, which means possible diversification benefits within a given portfolio. As returns on the market increase, Fundamental Indexplus' returns are expected to increase less than the market. However, during the bear market, the loss of holding Fundamental Indexplus is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Fundamental Indexplus Tr are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Fundamental Indexplus showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of August 2025 | |
| Expense Ratio | 1.4300 |
Fundamental |
Fundamental Indexplus Relative Risk vs. Return Landscape
If you would invest 1,768 in Fundamental Indexplus Tr on October 31, 2025 and sell it today you would earn a total of 219.00 from holding Fundamental Indexplus Tr or generate 12.39% return on investment over 90 days. Fundamental Indexplus Tr is currently producing 0.2013% returns and takes up 1.1596% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Fundamental, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Fundamental Indexplus Current Valuation
Undervalued
Today
Please note that Fundamental Indexplus' price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Fundamental Indexplus shows a prevailing Real Value of $21.26 per share. The current price of the fund is $19.87. We determine the value of Fundamental Indexplus from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Fundamental Indexplus is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fundamental Mutual Fund. However, Fundamental Indexplus' 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 19.87 | Real 21.26 | Hype 19.87 | Naive 20.1 |
The intrinsic value of Fundamental Indexplus' 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 Fundamental Indexplus' 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 Fundamental Indexplus Tr helps investors to forecast how Fundamental 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 Fundamental Indexplus more accurately as focusing exclusively on Fundamental Indexplus' fundamentals will not take into account other important factors: Fundamental Indexplus Target Price Odds to finish over Current Price
The tendency of Fundamental 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 |
| 19.87 | 90 days | 19.87 | about 8.83 |
Based on a normal probability distribution, the odds of Fundamental Indexplus to move above the current price in 90 days from now is about 8.83 (This Fundamental Indexplus Tr probability density function shows the probability of Fundamental Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Fundamental Indexplus has a beta of 0.39 indicating as returns on the market go up, Fundamental Indexplus average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Fundamental Indexplus Tr will be expected to be much smaller as well. Additionally Fundamental Indexplus Tr has an alpha of 0.1591, implying that it can generate a 0.16 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Fundamental Indexplus Price Density |
| Price |
Predictive Modules for Fundamental Indexplus
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Fundamental Indexplus. 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.Fundamental Indexplus Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Fundamental Indexplus is not an exception. The market had few large corrections towards the Fundamental Indexplus' 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 Fundamental Indexplus Tr, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Fundamental Indexplus within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.16 | |
β | Beta against Dow Jones | 0.39 | |
σ | Overall volatility | 0.94 | |
Ir | Information ratio | 0.11 |
Fundamental Indexplus 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 Fundamental Indexplus for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Fundamental Indexplus 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: Bristol arts funding protected for three more years in council U-turn - The Stage | |
| The fund maintains about 18.49% of its assets in bonds |
Fundamental Indexplus Fundamentals Growth
Fundamental Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fundamental Indexplus, and Fundamental Indexplus 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 Fundamental Mutual Fund performance.
| Total Asset | 458.89 M | |||
About Fundamental Indexplus Performance
Evaluating Fundamental Indexplus' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fundamental Indexplus 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 Fundamental Indexplus 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 exceed the total return of the Russell 1000 Value Index under normal circumstances by obtaining exposure to a portfolio of stocks of U.S. companies, and complementing this equity exposure with absolute return bond alpha strategy. It may invest up to 25 percent of its total assets in securities and instruments that are economically tied to emerging market countries. The fund will normally limit its foreign currency exposure to 35 percent of its total assets.Things to note about Fundamental Indexplus performance evaluation
Checking the ongoing alerts about Fundamental Indexplus for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fundamental Indexplus 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: Bristol arts funding protected for three more years in council U-turn - The Stage | |
| The fund maintains about 18.49% of its assets in bonds |
- Analyzing Fundamental Indexplus' 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 Fundamental Indexplus' stock is overvalued or undervalued compared to its peers.
- Examining Fundamental Indexplus' 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 Fundamental Indexplus' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fundamental Indexplus' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fundamental Indexplus' mutual fund. These opinions can provide insight into Fundamental Indexplus' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fundamental Mutual Fund
Fundamental Indexplus financial ratios help investors to determine whether Fundamental 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 Fundamental with respect to the benefits of owning Fundamental Indexplus security.
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