Wealthbuilder Growth Allocation Fund Manager Performance Evaluation
| WGCFX Fund | USD 14.03 0.06 0.43% |
The entity maintains a market beta of -0.035, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Wealthbuilder Growth are expected to decrease at a much lower rate. During the bear market, Wealthbuilder Growth is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Wealthbuilder Growth Allocation are ranked lower than 19 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Wealthbuilder Growth showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of September 2025 | |
| Expense Ratio | 1.7900 |
Wealthbuilder |
Wealthbuilder Growth Relative Risk vs. Return Landscape
If you would invest 1,230 in Wealthbuilder Growth Allocation on November 17, 2025 and sell it today you would earn a total of 173.00 from holding Wealthbuilder Growth Allocation or generate 14.07% return on investment over 90 days. Wealthbuilder Growth Allocation is currently producing 0.2164% returns and takes up 0.9037% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Wealthbuilder, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wealthbuilder Growth Current Valuation
Undervalued
Today
Please note that Wealthbuilder Growth's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Wealthbuilder Growth maintains a prevalent Real Value of $15.02 per share. The last-minute price of the fund is $14.03. We determine the value of Wealthbuilder Growth from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Since Wealthbuilder Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wealthbuilder Mutual Fund. However, Wealthbuilder 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 14.03 | Real 15.02 | Hype 14.03 |
The intrinsic value of Wealthbuilder 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 Wealthbuilder 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 Wealthbuilder Growth Allocation helps investors to forecast how Wealthbuilder 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 Wealthbuilder Growth more accurately as focusing exclusively on Wealthbuilder Growth's fundamentals will not take into account other important factors: Wealthbuilder Growth Target Price Odds to finish over Current Price
The tendency of Wealthbuilder 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 |
| 14.03 | 90 days | 14.03 | about 12.43 |
Based on a normal probability distribution, the odds of Wealthbuilder Growth to move above the current price in 90 days from now is about 12.43 (This Wealthbuilder Growth Allocation probability density function shows the probability of Wealthbuilder Mutual Fund to fall within a particular range of prices over 90 days) .
Wealthbuilder Growth Price Density |
| Price |
Predictive Modules for Wealthbuilder Growth
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Wealthbuilder Growth. 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.Wealthbuilder Growth Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Wealthbuilder Growth is not an exception. The market had few large corrections towards the Wealthbuilder Growth'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 Wealthbuilder Growth Allocation, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Wealthbuilder Growth within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.21 | |
β | Beta against Dow Jones | -0.04 | |
σ | Overall volatility | 0.65 | |
Ir | Information ratio | 0.16 |
Wealthbuilder Growth 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 Wealthbuilder Growth for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Wealthbuilder Growth can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund keeps about 9.22% of its net assets in cash |
Wealthbuilder Growth Fundamentals Growth
Wealthbuilder Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wealthbuilder Growth, and Wealthbuilder 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 Wealthbuilder Mutual Fund performance.
| Total Asset | 32.16 M | ||||
About Wealthbuilder Growth Performance
Evaluating Wealthbuilder Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wealthbuilder 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 Wealthbuilder 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 investment seeks capital appreciation with a secondary emphasis on current income. WealthBuilder Growth is traded on NASDAQ Exchange in the United States.Things to note about Wealthbuilder Growth performance evaluation
Checking the ongoing alerts about Wealthbuilder Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wealthbuilder 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 keeps about 9.22% of its net assets in cash |
- Analyzing Wealthbuilder 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 Wealthbuilder Growth's stock is overvalued or undervalued compared to its peers.
- Examining Wealthbuilder 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 Wealthbuilder Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wealthbuilder Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wealthbuilder Growth's mutual fund. These opinions can provide insight into Wealthbuilder Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wealthbuilder Mutual Fund
Wealthbuilder Growth financial ratios help investors to determine whether Wealthbuilder 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 Wealthbuilder with respect to the benefits of owning Wealthbuilder Growth security.
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |