Largecap Value Fund Manager Performance Evaluation
| PLVIX Fund | USD 17.96 0.03 0.17% |
The fund secures a Beta (Market Risk) of 0.87, which conveys possible diversification benefits within a given portfolio. Largecap Value returns are very sensitive to returns on the market. As the market goes up or down, Largecap Value is expected to follow.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Largecap Value Fund are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Largecap Value showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | Ken Paxton files lawsuit against drug companies accused of hiding information on Plavix - KATV | 11/20/2025 |
2 | Sonnen Plavix Review 2025 Scam or Legit Facts - The Nation Newspaper | 12/02/2025 |
| Expense Ratio Date | 1st of March 2025 | |
| Expense Ratio | 0.6900 |
Largecap |
Largecap Value Relative Risk vs. Return Landscape
If you would invest 1,358 in Largecap Value Fund on November 6, 2025 and sell it today you would earn a total of 438.00 from holding Largecap Value Fund or generate 32.25% return on investment over 90 days. Largecap Value Fund is currently producing 0.5094% returns and takes up 3.1423% volatility of returns over 90 trading days. Put another way, 28% of traded mutual funds are less volatile than Largecap, and 90% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Largecap Value Current Valuation
Undervalued
Today
Please note that Largecap Value's price fluctuation is not too volatile at this time. At this time, the fund appears to be undervalued. Largecap Value secures a last-minute Real Value of $18.88 per share. The latest price of the fund is $17.96. We determine the value of Largecap Value 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 Largecap Value is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Largecap Mutual Fund. However, Largecap Value'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 17.96 | Real 18.88 | Hype 17.92 | Naive 18.75 |
The intrinsic value of Largecap Value'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 Largecap Value'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 Largecap Value Fund helps investors to forecast how Largecap 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 Largecap Value more accurately as focusing exclusively on Largecap Value's fundamentals will not take into account other important factors: Largecap Value Target Price Odds to finish over Current Price
The tendency of Largecap 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 |
| 17.96 | 90 days | 17.96 | about 11.45 |
Based on a normal probability distribution, the odds of Largecap Value to move above the current price in 90 days from now is about 11.45 (This Largecap Value Fund probability density function shows the probability of Largecap Mutual Fund to fall within a particular range of prices over 90 days) .
Largecap Value Price Density |
| Price |
Predictive Modules for Largecap Value
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Largecap Value. 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.Largecap Value Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Largecap Value is not an exception. The market had few large corrections towards the Largecap Value'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 Largecap Value Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Largecap Value within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.40 | |
β | Beta against Dow Jones | 0.87 | |
σ | Overall volatility | 1.97 | |
Ir | Information ratio | 0.13 |
Largecap Value 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 Largecap Value for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Largecap Value can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Largecap Value appears to be risky and price may revert if volatility continues | |
| The fund maintains 96.47% of its assets in stocks |
Largecap Value Fundamentals Growth
Largecap Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Largecap Value, and Largecap Value 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 Largecap Mutual Fund performance.
| Price To Earning | 17.39 X | ||||
| Price To Book | 1.98 X | ||||
| Price To Sales | 1.46 X | ||||
| Total Asset | 2.33 B | ||||
About Largecap Value Performance
Evaluating Largecap Value's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Largecap Value 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 Largecap Value 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 value companies with large market capitalizations. The fund also invests in equity securities of companies with medium market capitalizations and in other investment companies .Things to note about Largecap Value performance evaluation
Checking the ongoing alerts about Largecap Value for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Largecap Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Largecap Value appears to be risky and price may revert if volatility continues | |
| The fund maintains 96.47% of its assets in stocks |
- Analyzing Largecap Value'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 Largecap Value's stock is overvalued or undervalued compared to its peers.
- Examining Largecap Value'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 Largecap Value's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Largecap Value's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Largecap Value's mutual fund. These opinions can provide insight into Largecap Value's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Largecap Mutual Fund
Largecap Value financial ratios help investors to determine whether Largecap 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 Largecap with respect to the benefits of owning Largecap Value security.
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges |