Midcap Value Fund Manager Performance Evaluation
| PMPRX Fund | USD 19.07 0.19 1.01% |
The fund secures a Beta (Market Risk) of 0.85, which conveys possible diversification benefits within a given portfolio. Midcap Value returns are very sensitive to returns on the market. As the market goes up or down, Midcap Value is expected to follow.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Midcap Value Fund are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Midcap Value is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.1900 |
Midcap |
Midcap Value Relative Risk vs. Return Landscape
If you would invest 1,803 in Midcap Value Fund on August 27, 2024 and sell it today you would earn a total of 104.00 from holding Midcap Value Fund or generate 5.77% return on investment over 90 days. Midcap Value Fund is currently producing 0.0902% returns and takes up 0.7169% volatility of returns over 90 trading days. Put another way, 6% 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 Value Current Valuation
Fairly Valued
Today
Please note that Midcap Value's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Midcap Value secures a last-minute Real Value of $18.88 per share. The latest price of the fund is $19.07. We determine the value of Midcap 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 Midcap Value is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Midcap Mutual Fund. However, Midcap 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 19.07 | Real 18.88 | Hype 19.07 | Naive 18.87 |
The intrinsic value of Midcap 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 Midcap 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 Midcap Value Fund 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 Value more accurately as focusing exclusively on Midcap Value's fundamentals will not take into account other important factors: Midcap Value Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Midcap Value's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Midcap Value Fund, and traders can use it to determine the average amount a Midcap Value's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1258
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| Cash | PMPRX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.72 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 9 91% of assets perform better |
Based on monthly moving average Midcap Value is performing at about 9% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Midcap Value by adding it to a well-diversified portfolio.
Midcap Value Fundamentals Growth
Midcap Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Midcap Value, and Midcap 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 Midcap Mutual Fund performance.
| Price To Earning | 17.18 X | ||||
| Price To Book | 1.67 X | ||||
| Price To Sales | 1.20 X | ||||
| Total Asset | 3.45 B | ||||
About Midcap Value Performance
Evaluating Midcap Value's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Midcap 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 Midcap 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 equity securities of companies with medium market capitalizations at the time of purchase. It invests in value equity securities, an investment strategy that emphasizes buying equity securities that appear to be undervalued.Things to note about Midcap Value performance evaluation
Checking the ongoing alerts about Midcap Value for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Midcap Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Midcap Value's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Midcap Value's mutual fund performance include:- Analyzing Midcap 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 Midcap Value's stock is overvalued or undervalued compared to its peers.
- Examining Midcap 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 Midcap Value's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Midcap Value's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Midcap Value's mutual fund. These opinions can provide insight into Midcap Value's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Midcap Mutual Fund
Midcap Value 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 Value security.
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