Wealthbuilder Moderate Balanced Fund Manager Performance Evaluation
| WMBGX Fund | USD 11.10 0.14 1.28% |
The entity maintains a market beta of 0.47, which attests to possible diversification benefits within a given portfolio. 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
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Wealthbuilder Moderate Balanced are ranked lower than 10 (%) 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.
...more1 | These Stock Funds Are Crushing the Market. Here Are Their Picks for 2026. - Barrons | 12/18/2025 |
| Expense Ratio Date | 1st of September 2025 | |
| Expense Ratio | 1.0500 |
Wealthbuilder |
Wealthbuilder Moderate Relative Risk vs. Return Landscape
If you would invest 1,070 in Wealthbuilder Moderate Balanced on November 11, 2025 and sell it today you would earn a total of 40.00 from holding Wealthbuilder Moderate Balanced or generate 3.74% return on investment over 90 days. Wealthbuilder Moderate Balanced is currently producing 0.0613% returns and takes up 0.481% volatility of returns over 90 trading days. Put another way, 4% 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 $11.01 per share. The last-minute price of the fund is $11.1. 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 11.1 | Real 11.01 | Hype 11.1 |
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 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 |
| 11.10 | 90 days | 11.10 | roughly 2.28 |
Based on a normal probability distribution, the odds of Wealthbuilder Moderate to move above the current price in 90 days from now is roughly 2.28 (This Wealthbuilder Moderate Balanced probability density function shows the probability of Wealthbuilder Mutual Fund to fall within a particular range of prices over 90 days) .
Wealthbuilder Moderate Price Density |
| Price |
Predictive Modules for Wealthbuilder Moderate
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 Moderate. 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 Moderate Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Wealthbuilder Moderate is not an exception. The market had few large corrections towards the Wealthbuilder Moderate'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 Moderate Balanced, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Wealthbuilder Moderate within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.02 | |
β | Beta against Dow Jones | 0.47 | |
σ | Overall volatility | 0.18 | |
Ir | Information ratio | -0.06 |
Wealthbuilder Moderate 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 Moderate for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Wealthbuilder Moderate 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 7.22% of its net assets in cash |
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 | 176.33 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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