Mid Capitalization Portfolio Fund Manager Performance Evaluation
| SPMAX Fund | USD 10.29 0.32 3.21% |
The fund secures a Beta (Market Risk) of 1.2, 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, Mid Capitalization will likely underperform.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Mid Capitalization Portfolio are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Mid Capitalization 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 | 2.6500 |
Mid |
Mid Capitalization Relative Risk vs. Return Landscape
If you would invest 634.00 in Mid Capitalization Portfolio on November 12, 2025 and sell it today you would earn a total of 395.00 from holding Mid Capitalization Portfolio or generate 62.3% return on investment over 90 days. Mid Capitalization Portfolio is currently producing 0.9581% returns and takes up 6.2237% volatility of returns over 90 trading days. Put another way, 55% of traded mutual funds are less volatile than Mid, and 81% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mid Capitalization Current Valuation
Undervalued
Today
Please note that Mid Capitalization's price fluctuation is slightly risky at this time. At this time, the fund appears to be undervalued. Mid Capitalization secures a last-minute Real Value of $11.27 per share. The latest price of the fund is $10.29. We determine the value of Mid 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 Mid Capitalization is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mid Mutual Fund. However, Mid 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 10.29 | Real 11.27 | Hype 10.29 |
The intrinsic value of Mid 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 Mid 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 Mid Capitalization Portfolio helps investors to forecast how Mid 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 Mid Capitalization more accurately as focusing exclusively on Mid Capitalization's fundamentals will not take into account other important factors: Mid Capitalization Target Price Odds to finish over Current Price
The tendency of Mid 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 |
| 10.29 | 90 days | 10.29 | about 13.99 |
Based on a normal probability distribution, the odds of Mid Capitalization to move above the current price in 90 days from now is about 13.99 (This Mid Capitalization Portfolio probability density function shows the probability of Mid Mutual Fund to fall within a particular range of prices over 90 days) .
Mid Capitalization Price Density |
| Price |
Predictive Modules for Mid 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 Mid 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.Mid Capitalization Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Mid Capitalization is not an exception. The market had few large corrections towards the Mid 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 Mid Capitalization Portfolio, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Mid Capitalization within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.76 | |
β | Beta against Dow Jones | 1.20 | |
σ | Overall volatility | 1.73 | |
Ir | Information ratio | 0.13 |
Mid 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 Mid Capitalization for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Mid 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.| Mid Capitalization is way too risky over 90 days horizon | |
| Mid Capitalization appears to be risky and price may revert if volatility continues | |
| The fund maintains about 6.88% of its assets in cash |
Mid Capitalization Fundamentals Growth
Mid Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mid Capitalization, and Mid 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 Mid Mutual Fund performance.
| Price To Earning | 16.63 X | ||||
| Price To Book | 1.79 X | ||||
| Price To Sales | 1.05 X | ||||
| Total Asset | 1.47 M | ||||
About Mid Capitalization Performance
Evaluating Mid Capitalization's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mid 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 Mid 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 equity securities of companies whose stock market capitalizations fall within the range of the capitalizations in the Russell Midcap Index at the time of purchase. Equity securities include common stocks, preferred stocks, securities convertible into common stocks and warrants. It invests in securities of companies that are believed by the Adviser to be undervalued, thereby offering above-average potential for capital appreciation.Things to note about Mid Capitalization performance evaluation
Checking the ongoing alerts about Mid Capitalization for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mid Capitalization help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Mid Capitalization is way too risky over 90 days horizon | |
| Mid Capitalization appears to be risky and price may revert if volatility continues | |
| The fund maintains about 6.88% of its assets in cash |
- Analyzing Mid 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 Mid Capitalization's stock is overvalued or undervalued compared to its peers.
- Examining Mid 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 Mid Capitalization's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mid Capitalization's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mid Capitalization's mutual fund. These opinions can provide insight into Mid Capitalization's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mid Mutual Fund
Mid Capitalization financial ratios help investors to determine whether Mid 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 Mid with respect to the benefits of owning Mid Capitalization security.
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance |