Moderately Servative Balanced Fund Manager Performance Evaluation
| SBCCX Fund | USD 10.86 0.02 0.18% |
The fund secures a Beta (Market Risk) of 0.75, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Moderately Servative's returns are expected to increase less than the market. However, during the bear market, the loss of holding Moderately Servative 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 Moderately Servative Balanced are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Moderately Servative showed solid returns over the last few months and may actually be approaching a breakup point.
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Moderately |
Moderately Servative Relative Risk vs. Return Landscape
If you would invest 946.00 in Moderately Servative Balanced on November 20, 2025 and sell it today you would earn a total of 140.00 from holding Moderately Servative Balanced or generate 14.8% return on investment over 90 days. Moderately Servative Balanced is currently producing 0.2387% returns and takes up 1.3433% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Moderately, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Moderately Servative Current Valuation
Undervalued
Today
Please note that Moderately Servative's price fluctuation is not too volatile at this time. At this time, the fund appears to be undervalued. Moderately Servative secures a last-minute Real Value of $11.64 per share. The latest price of the fund is $10.86. We determine the value of Moderately Servative 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 Moderately Servative is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Moderately Mutual Fund. However, Moderately Servative'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 10.86 | Real 11.64 | Hype 10.86 | Naive 10.74 |
The intrinsic value of Moderately Servative'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 Moderately Servative'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 Moderately Servative Balanced helps investors to forecast how Moderately 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 Moderately Servative more accurately as focusing exclusively on Moderately Servative's fundamentals will not take into account other important factors: Moderately Servative Target Price Odds to finish over Current Price
The tendency of Moderately 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 |
| 10.86 | 90 days | 10.86 | about 22.66 |
Based on a normal probability distribution, the odds of Moderately Servative to move above the current price in 90 days from now is about 22.66 (This Moderately Servative Balanced probability density function shows the probability of Moderately Mutual Fund to fall within a particular range of prices over 90 days) .
Moderately Servative Price Density |
| Price |
Predictive Modules for Moderately Servative
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Moderately Servative. 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.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Moderately Servative's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Moderately Servative Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Moderately Servative is not an exception. The market had few large corrections towards the Moderately Servative'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 Moderately Servative Balanced, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Moderately Servative within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.13 | |
β | Beta against Dow Jones | 0.75 | |
σ | Overall volatility | 0.52 | |
Ir | Information ratio | 0.09 |
Moderately Servative 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 Moderately Servative for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Moderately Servative can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund maintains about 17.47% of its assets in cash |
Moderately Servative Fundamentals Growth
Moderately Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Moderately Servative, and Moderately Servative 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 Moderately Mutual Fund performance.
| Total Asset | 649.69 K | ||||
About Moderately Servative Performance
Evaluating Moderately Servative's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Moderately Servative 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 Moderately Servative 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 Portfolios main investment strategy is to invest in other Saratoga Advantage Trust mutual funds andor unaffiliated registered investment companies and exchange-traded funds . It will invest in equity, fixed income and alternative instruments through its investments in the underlying funds.Things to note about Moderately Servative performance evaluation
Checking the ongoing alerts about Moderately Servative for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Moderately Servative help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 17.47% of its assets in cash |
- Analyzing Moderately Servative'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 Moderately Servative's stock is overvalued or undervalued compared to its peers.
- Examining Moderately Servative'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 Moderately Servative's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Moderately Servative's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Moderately Servative's mutual fund. These opinions can provide insight into Moderately Servative's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Moderately Mutual Fund
Moderately Servative financial ratios help investors to determine whether Moderately 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 Moderately with respect to the benefits of owning Moderately Servative security.
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