Emerging Growth Fund Manager Performance Evaluation
| WEMIX Fund | USD 14.09 0.04 0.28% |
The fund shows a Beta (market volatility) of 1.46, which means 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, Emerging Growth will likely underperform.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Emerging Growth Fund are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Emerging Growth showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of October 2022 | |
| Expense Ratio | 0.9000 |
Emerging |
Emerging Growth Relative Risk vs. Return Landscape
If you would invest 1,215 in Emerging Growth Fund on September 4, 2024 and sell it today you would earn a total of 194.00 from holding Emerging Growth Fund or generate 15.97% return on investment over 90 days. Emerging Growth Fund is currently producing 0.2394% returns and takes up 1.2504% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Emerging, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Emerging Growth Current Valuation
Fairly Valued
Today
Please note that Emerging Growth's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Emerging Growth shows a prevailing Real Value of $13.83 per share. The current price of the fund is $14.09. We determine the value of Emerging Growth from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Emerging Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Emerging Mutual Fund. However, Emerging Growth'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 14.09 | Real 13.83 | Hype 14.09 | Naive 14.16 |
The intrinsic value of Emerging Growth'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 Emerging Growth'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 Emerging Growth Fund helps investors to forecast how Emerging 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 Emerging Growth more accurately as focusing exclusively on Emerging Growth's fundamentals will not take into account other important factors: Emerging Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Emerging Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Emerging Growth Fund, and traders can use it to determine the average amount a Emerging Growth'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 = 0.1914
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | WEMIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.25 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.24 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 15 85% of assets perform better |
Based on monthly moving average Emerging Growth is performing at about 15% 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 Emerging Growth by adding it to a well-diversified portfolio.
Emerging Growth Fundamentals Growth
Emerging Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Emerging Growth, and Emerging Growth 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 Emerging Mutual Fund performance.
| Price To Earning | 37.17 X | ||||
| Price To Book | 4.28 X | ||||
| Price To Sales | 2.43 X | ||||
| Total Asset | 133.03 M | ||||
About Emerging Growth Performance
Evaluating Emerging Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Emerging Growth 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 Emerging Growth 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 invests at least 80 percent of its total assets in equity securities of small-capitalization companies, and up to 25 percent of its total assets in equity securities of foreign issuers through ADRs and similar investments. It is a feeder fund that invests substantially all of its assets in the Emerging Growth Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies.Things to note about Emerging Growth performance evaluation
Checking the ongoing alerts about Emerging Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Emerging Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -5.0% | |
| Emerging Growth keeps 96.19% of its net assets in stocks |
- Analyzing Emerging Growth'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 Emerging Growth's stock is overvalued or undervalued compared to its peers.
- Examining Emerging Growth'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 Emerging Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Emerging Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Emerging Growth's mutual fund. These opinions can provide insight into Emerging Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Emerging Mutual Fund
Emerging Growth financial ratios help investors to determine whether Emerging 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 Emerging with respect to the benefits of owning Emerging Growth security.
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