Wealthbuilder Moderate Balanced Fund Manager Performance Evaluation
| WMBFX Fund | USD 10.43 0.01 0.1% |
The entity maintains a market beta of 0.0249, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Wealthbuilder Moderate's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wealthbuilder Moderate is expected to be smaller as well.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Wealthbuilder Moderate Balanced are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Wealthbuilder Moderate is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of October 2022 | |
| Expense Ratio | 1.8100 |
Wealthbuilder |
Wealthbuilder Moderate Relative Risk vs. Return Landscape
If you would invest 1,018 in Wealthbuilder Moderate Balanced on September 1, 2024 and sell it today you would earn a total of 25.00 from holding Wealthbuilder Moderate Balanced or generate 2.46% return on investment over 90 days. Wealthbuilder Moderate Balanced is currently producing 0.0385% returns and takes up 0.351% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Wealthbuilder, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wealthbuilder Moderate Current Valuation
Fairly Valued
Today
Please note that Wealthbuilder Moderate's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Wealthbuilder Moderate maintains a prevalent Real Value of $10.39 per share. The last-minute price of the fund is $10.43. We determine the value of Wealthbuilder Moderate 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 Moderate is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wealthbuilder Mutual Fund. However, Wealthbuilder Moderate'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 10.43 | Real 10.39 | Hype 10.43 | Naive 10.47 |
The intrinsic value of Wealthbuilder Moderate'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 Moderate'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 Moderate Balanced 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 Moderate more accurately as focusing exclusively on Wealthbuilder Moderate's fundamentals will not take into account other important factors: Wealthbuilder Moderate Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wealthbuilder Moderate's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wealthbuilder Moderate Balanced, and traders can use it to determine the average amount a Wealthbuilder Moderate'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 = 0.1097
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WMBFX |
Estimated Market Risk
| 0.35 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Wealthbuilder Moderate is performing at about 8% 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 Wealthbuilder Moderate by adding it to a well-diversified portfolio.
Wealthbuilder Moderate Fundamentals Growth
Wealthbuilder Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wealthbuilder Moderate, and Wealthbuilder Moderate 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 | 215.07 M | ||||
About Wealthbuilder Moderate Performance
Evaluating Wealthbuilder Moderate's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wealthbuilder Moderate 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 Moderate 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 is a fund-of-funds that invests in various affiliated and unaffiliated mutual funds and exchange-traded funds to pursue its investment objective. It seeks to achieve the funds investment objective by allocating up to 40 percent of its assets to stock funds, up to 60 percent of its assets to bond funds, up to 25 percent of its assets to inflation sensitive funds and up to 15 percent of its assets to alternative investment funds.Things to note about Wealthbuilder Moderate performance evaluation
Checking the ongoing alerts about Wealthbuilder Moderate for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wealthbuilder Moderate 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 7.22% of its net assets in cash |
- Analyzing Wealthbuilder Moderate'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 Moderate's stock is overvalued or undervalued compared to its peers.
- Examining Wealthbuilder Moderate'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 Moderate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wealthbuilder Moderate's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wealthbuilder Moderate's mutual fund. These opinions can provide insight into Wealthbuilder Moderate's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wealthbuilder Mutual Fund
Wealthbuilder Moderate 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 Moderate security.
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