Midcap Value Fund Manager Performance Evaluation
| PMPRX Fund | USD 16.36 0.02 0.12% |
The fund secures a Beta (Market Risk) of 0.0867, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Midcap Value's returns are expected to increase less than the market. However, during the bear market, the loss of holding Midcap Value is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Midcap Value Fund are ranked lower than 21 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Midcap Value showed solid returns over the last few months and may actually be approaching a breakup point.
...moreMidcap |
Midcap Value Relative Risk vs. Return Landscape
If you would invest 1,378 in Midcap Value Fund on November 22, 2025 and sell it today you would earn a total of 258.00 from holding Midcap Value Fund or generate 18.72% return on investment over 90 days. Midcap Value Fund is currently producing 0.2969% returns and takes up 1.0828% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Midcap, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Midcap Value Current Valuation
Undervalued
Today
Please note that Midcap Value's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Midcap Value secures a last-minute Real Value of $17.41 per share. The latest price of the fund is $16.36. 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 16.36 | Real 17.41 | Hype 16.36 | Naive 16.59 |
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 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 |
| 16.36 | 90 days | 16.36 | about 8.11 |
Based on a normal probability distribution, the odds of Midcap Value to move above the current price in 90 days from now is about 8.11 (This Midcap Value Fund probability density function shows the probability of Midcap Mutual Fund to fall within a particular range of prices over 90 days) .
Midcap Value Price Density |
| Price |
Predictive Modules for Midcap 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 Midcap 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.Midcap Value Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Midcap Value is not an exception. The market had few large corrections towards the Midcap 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 Midcap Value Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Midcap Value within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.23 | |
β | Beta against Dow Jones | 0.09 | |
σ | Overall volatility | 0.93 | |
Ir | Information ratio | 0.16 |
Midcap 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 Midcap Value for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Midcap 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.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 value companies with medium market capitalizations. 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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