The Midcap Financials
| CFAGX Fund | USD 42.38 0.04 0.09% |
The |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
The Midcap Fund Summary
The Midcap competes with Pace High, Wells Fargo, Artisan High, Jpmorgan High, and T Rowe. The fund normally invests at least 80 percent of its net assets plus any borrowings for investment purposes in stocks, primarily common stocks, of mid-cap issuers. These issuers will have public stock market capitalizations within the range of the market capitalization of companies constituting the Russell Midcap Growth Index at the time of investment. It invests principally in stock of companies that had low price volatility in the past.Specialization | Mid-Cap Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US2006265050 |
| Business Address | Commerce Funds |
| Mutual Fund Family | Commerce |
| Mutual Fund Category | Mid-Cap Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 995 6365 |
| Currency | USD - US Dollar |
The Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining The Midcap's current stock value. Our valuation model uses many indicators to compare The Midcap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across The Midcap competition to find correlations between indicators driving The Midcap's intrinsic value. More Info.The Midcap Growth is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.21 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for The Midcap Growth is roughly 4.86 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the The Midcap's earnings, one of the primary drivers of an investment's value.Midcap Growth Systematic Risk
The Midcap's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. The Midcap volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Midcap Growth correlated with the market. If Beta is less than 0 The Midcap generally moves in the opposite direction as compared to the market. If The Midcap Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Midcap Growth is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of The Midcap is generally in the same direction as the market. If Beta > 1 The Midcap moves generally in the same direction as, but more than the movement of the benchmark.
The Midcap March 22, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of The Midcap help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of The Midcap Growth. We use our internally-developed statistical techniques to arrive at the intrinsic value of The Midcap Growth based on widely used predictive technical indicators. In general, we focus on analyzing The Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build The Midcap's daily price indicators and compare them against related drivers.
| Information Ratio | (0.05) | |||
| Maximum Drawdown | 4.44 | |||
| Value At Risk | (2.47) | |||
| Potential Upside | 1.52 |
Other Information on Investing in The Mutual Fund
The Midcap financial ratios help investors to determine whether The 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 The with respect to the benefits of owning The Midcap security.
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