Large Capitalization Growth Fund Manager Performance Evaluation
| SLGCX Fund | USD 1.96 0.02 1.03% |
The fund secures a Beta (Market Risk) of 1.86, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Large Capitalization will likely underperform.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Large Capitalization Growth has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's fundamental indicators remain fairly strong which may send shares a bit higher in February 2026. The current disturbance may also be a sign of long term up-swing for the fund investors.
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| Expense Ratio Date | 29th of December 2025 | |
| Expense Ratio | 2.8300 |
Large |
Large Capitalization Relative Risk vs. Return Landscape
If you would invest 636.00 in Large Capitalization Growth on October 28, 2025 and sell it today you would lose (440.00) from holding Large Capitalization Growth or give up 69.18% of portfolio value over 90 days. Large Capitalization Growth is currently producing negative expected returns and takes up 8.7506% volatility of returns over 90 trading days. Put another way, 78% of traded mutual funds are less volatile than Large, and 99% 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 dangerous at this time. Based on Macroaxis valuation methodology, the fund appears to be undervalued. Large Capitalization secures a last-minute Real Value of $2.29 per share. The latest price of the fund is $1.96. 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 1.96 | Real 2.29 | Hype 2.82 | Naive 0.86 |
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 Target Price Odds to finish over Current Price
The tendency of Large 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 |
| 1.96 | 90 days | 1.96 | about 85.8 |
Based on a normal probability distribution, the odds of Large Capitalization to move above the current price in 90 days from now is about 85.8 (This Large Capitalization Growth probability density function shows the probability of Large Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.86 . This usually implies as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Large Capitalization will likely underperform. Additionally Large Capitalization Growth has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Large Capitalization Price Density |
| Price |
Predictive Modules for Large Capitalization
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Large Capitalization. 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 Large Capitalization'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.
Large Capitalization Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Large Capitalization is not an exception. The market had few large corrections towards the Large Capitalization'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 Large Capitalization Growth, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Large Capitalization within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -1.16 | |
β | Beta against Dow Jones | 1.86 | |
σ | Overall volatility | 2.10 | |
Ir | Information ratio | -0.13 |
Large Capitalization 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 Large Capitalization for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Large Capitalization can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Large Capitalization generated a negative expected return over the last 90 days | |
| Large Capitalization has high historical volatility and very poor performance | |
| Large Capitalization may become a speculative penny stock | |
| Latest headline from news.google.com: Unclaimed funds in New York Rochester and other local entities among those owed millions - WHEC.com | |
| The fund maintains 99.32% of its assets in stocks |
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 | 530 K | |||
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.| Large Capitalization generated a negative expected return over the last 90 days | |
| Large Capitalization has high historical volatility and very poor performance | |
| Large Capitalization may become a speculative penny stock | |
| Latest headline from news.google.com: Unclaimed funds in New York Rochester and other local entities among those owed millions - WHEC.com | |
| The fund maintains 99.32% of its assets in stocks |
- 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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