Large Cap Value Fund Manager Performance Evaluation
| SLVCX Fund | USD 15.88 0.13 0.81% |
The fund secures a Beta (Market Risk) of 0.46, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Large Cap's returns are expected to increase less than the market. However, during the bear market, the loss of holding Large Cap 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 Large Cap Value 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 Cap showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 29th of December 2025 | |
| Expense Ratio | 2.7700 |
Large |
Large Cap Relative Risk vs. Return Landscape
If you would invest 1,148 in Large Cap Value on October 30, 2025 and sell it today you would earn a total of 440.00 from holding Large Cap Value or generate 38.33% return on investment over 90 days. Large Cap Value is currently producing 0.5864% returns and takes up 3.5492% volatility of returns over 90 trading days. Put another way, 31% of traded mutual funds are less volatile than Large, and 89% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Large Cap Current Valuation
Overvalued
Today
Please note that Large Cap's price fluctuation is not too volatile at this time. At this time, the fund appears to be overvalued. Large Cap Value secures a last-minute Real Value of $14.49 per share. The latest price of the fund is $15.88. We determine the value of Large Cap 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 Large Cap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Large Mutual Fund. However, Large Cap'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 15.88 | Real 14.49 | Hype 12.25 | Naive 16.99 |
The intrinsic value of Large Cap'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 Cap'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 Cap Value 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 Cap more accurately as focusing exclusively on Large Cap's fundamentals will not take into account other important factors: Large Cap 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 |
| 15.88 | 90 days | 15.88 | about 14.14 |
Based on a normal probability distribution, the odds of Large Cap to move above the current price in 90 days from now is about 14.14 (This Large Cap Value 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 Large Cap has a beta of 0.46. This usually implies as returns on the market go up, Large Cap average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Large Cap Value will be expected to be much smaller as well. Additionally Large Cap Value has an alpha of 0.4922, implying that it can generate a 0.49 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Large Cap Price Density |
| Price |
Predictive Modules for Large Cap
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 Cap 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.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Large Cap'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 Cap Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Large Cap is not an exception. The market had few large corrections towards the Large Cap'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 Cap Value, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Large Cap within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.49 | |
β | Beta against Dow Jones | 0.46 | |
σ | Overall volatility | 2.02 | |
Ir | Information ratio | 0.13 |
Large Cap 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 Cap for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Large Cap 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.| Large Cap Value appears to be risky and price may revert if volatility continues | |
| Latest headline from news.google.com: Why This Star Mid-Cap Fund Likes Ralph Lauren and Planet Fitness - Barrons | |
| The fund maintains about 5.17% of its assets in cash |
Large Cap Fundamentals Growth
Large Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Large Cap, and Large Cap 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 | 14.57 X | ||||
| Price To Book | 1.57 X | ||||
| Price To Sales | 1.09 X | ||||
| Total Asset | 70 K | ||||
About Large Cap Performance
Evaluating Large Cap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Large Cap 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 Cap 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 fund will normally invest at least 80 percent of its total assets in a diversified portfolio of equity securities issued by U.S. issuers with total market capitalizations of 5 billion or greater at the time of purchase. Equity securities include common stocks, preferred stocks, securities convertible into common stock and warrants.Things to note about Large Cap Value performance evaluation
Checking the ongoing alerts about Large Cap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Large Cap Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Large Cap Value appears to be risky and price may revert if volatility continues | |
| Latest headline from news.google.com: Why This Star Mid-Cap Fund Likes Ralph Lauren and Planet Fitness - Barrons | |
| The fund maintains about 5.17% of its assets in cash |
- Analyzing Large Cap'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 Cap's stock is overvalued or undervalued compared to its peers.
- Examining Large Cap'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 Cap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Large Cap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Large Cap's mutual fund. These opinions can provide insight into Large Cap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Large Mutual Fund
Large Cap 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 Cap security.
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