Smallcap Fund Fka Fund Manager Performance Evaluation
| PLLAX Fund | USD 29.28 0.23 0.78% |
The entity has a beta of 0.31, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Smallcap Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Smallcap Fund 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 Smallcap Fund Fka are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Smallcap Fund showed solid returns over the last few months and may actually be approaching a breakup point.
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| Expense Ratio Date | 1st of March 2025 | |
| Expense Ratio | 1.1200 |
Smallcap |
Smallcap Fund Relative Risk vs. Return Landscape
If you would invest 2,571 in Smallcap Fund Fka on November 2, 2025 and sell it today you would earn a total of 357.00 from holding Smallcap Fund Fka or generate 13.89% return on investment over 90 days. Smallcap Fund Fka is currently producing 0.2209% returns and takes up 1.2485% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Smallcap, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Smallcap Fund Current Valuation
Undervalued
Today
Please note that Smallcap Fund's price fluctuation is somewhat reliable at this time. At this time, the fund appears to be undervalued. Smallcap Fund Fka has a current Real Value of $4.05 per share. The regular price of the fund is $29.28. We determine the value of Smallcap Fund Fka from inspecting 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 draw towards each other.
Since Smallcap Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Smallcap Mutual Fund. However, Smallcap 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 29.28 | Real 4.05 | Hype 0.0 | Naive 29.35 |
The intrinsic value of Smallcap 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 Smallcap 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 Smallcap Fund Fka helps investors to forecast how Smallcap 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 Smallcap Fund more accurately as focusing exclusively on Smallcap Fund's fundamentals will not take into account other important factors: Smallcap Fund Target Price Odds to finish over Current Price
The tendency of Smallcap 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 |
| 29.28 | 90 days | 29.28 | about 7.97 |
Based on a normal probability distribution, the odds of Smallcap Fund to move above the current price in 90 days from now is about 7.97 (This Smallcap Fund Fka probability density function shows the probability of Smallcap Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Smallcap Fund has a beta of 0.31 indicating as returns on the market go up, Smallcap Fund average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Smallcap Fund Fka will be expected to be much smaller as well. Additionally Smallcap Fund Fka has an alpha of 0.177, implying that it can generate a 0.18 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Smallcap Fund Price Density |
| Price |
Predictive Modules for Smallcap 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 Smallcap Fund Fka. 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.Smallcap Fund Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Smallcap Fund is not an exception. The market had few large corrections towards the Smallcap 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 Smallcap Fund Fka, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Smallcap Fund within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.18 | |
β | Beta against Dow Jones | 0.31 | |
σ | Overall volatility | 1.45 | |
Ir | Information ratio | 0.12 |
Smallcap 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 Smallcap Fund for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Smallcap Fund Fka 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: Berkshire Hathaway Will Lose Its Biggest Mutual-Fund Fan With Danoffs Retirement - Barrons | |
| The fund maintains 98.67% of its assets in stocks |
Smallcap Fund Fundamentals Growth
Smallcap Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Smallcap Fund, and Smallcap 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 Smallcap Mutual Fund performance.
| Price To Earning | 17.42 X | ||||
| Price To Book | 1.99 X | ||||
| Price To Sales | 1.04 X | ||||
| Total Asset | 263.78 M | ||||
About Smallcap Fund Performance
Evaluating Smallcap Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Smallcap 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 Smallcap 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 small market capitalizations. The managers seek to invest in securities of companies that they believe have improving and sustainable business fundamentals, rising investor expectations, and attractive relative valuations.Things to note about Smallcap Fund Fka performance evaluation
Checking the ongoing alerts about Smallcap Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Smallcap Fund Fka 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: Berkshire Hathaway Will Lose Its Biggest Mutual-Fund Fan With Danoffs Retirement - Barrons | |
| The fund maintains 98.67% of its assets in stocks |
- Analyzing Smallcap 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 Smallcap Fund's stock is overvalued or undervalued compared to its peers.
- Examining Smallcap 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 Smallcap Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Smallcap Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Smallcap Fund's mutual fund. These opinions can provide insight into Smallcap Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Smallcap Mutual Fund
Smallcap Fund financial ratios help investors to determine whether Smallcap 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 Smallcap with respect to the benefits of owning Smallcap Fund security.
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