Large Capitalization Growth Fund Manager Performance Evaluation
| SLGCX Fund | USD 11.83 0.10 0.85% |
The fund secures a Beta (Market Risk) of 0.0561, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Large Capitalization's returns are expected to increase less than the market. However, during the bear market, the loss of holding Large Capitalization is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Large Capitalization Growth are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Large Capitalization may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 28th of December 2022 | |
| Expense Ratio | 2.6200 |
Large |
Large Capitalization Relative Risk vs. Return Landscape
If you would invest 1,049 in Large Capitalization Growth on August 25, 2024 and sell it today you would earn a total of 124.00 from holding Large Capitalization Growth or generate 11.82% return on investment over 90 days. Large Capitalization Growth is currently producing 0.18% returns and takes up 1.0331% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Large, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Large Capitalization Current Valuation
Undervalued
Today
Please note that Large Capitalization's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Large Capitalization secures a last-minute Real Value of $12.4 per share. The latest price of the fund is $11.83. We determine the value of Large Capitalization 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 Large Capitalization is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Large Mutual Fund. However, Large Capitalization'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 11.83 | Real 12.4 | Hype 11.83 | Naive 11.63 |
The intrinsic value of Large Capitalization'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 Large Capitalization'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 Large Capitalization Growth helps investors to forecast how Large 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 Large Capitalization more accurately as focusing exclusively on Large Capitalization's fundamentals will not take into account other important factors: Large Capitalization Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Large Capitalization's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Large Capitalization Growth, and traders can use it to determine the average amount a Large Capitalization'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 = 0.1742
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | SLGCX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.03 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Large Capitalization is performing at about 13% 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 Large Capitalization by adding it to a well-diversified portfolio.
Large Capitalization Fundamentals Growth
Large Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Large Capitalization, and Large Capitalization 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 Large Mutual Fund performance.
| Price To Earning | 21.28 X | ||||
| Price To Book | 5.96 X | ||||
| Price To Sales | 2.06 X | ||||
| Total Asset | 1.68 M | ||||
About Large Capitalization Performance
Evaluating Large Capitalization's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Large Capitalization 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 Large Capitalization 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 Portfolio will normally invest at least 80 percent of its total assets in a portfolio of equity securities issued by U.S. issuers with total market capitalizations of 5 billion or more. Equity securities include common stocks, preferred stocks, securities convertible into common stock and warrants. Under adverse market conditions, it may also make temporary investments in investment grade debt securities.Things to note about Large Capitalization performance evaluation
Checking the ongoing alerts about Large Capitalization for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Large Capitalization help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Large Capitalization's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Large Capitalization's mutual fund performance include:- Analyzing Large Capitalization'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 Large Capitalization's stock is overvalued or undervalued compared to its peers.
- Examining Large Capitalization'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 Large Capitalization's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Large Capitalization's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Large Capitalization's mutual fund. These opinions can provide insight into Large Capitalization's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Large Mutual Fund
Large Capitalization financial ratios help investors to determine whether Large 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 Large with respect to the benefits of owning Large Capitalization security.
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