Mid Capitalization Financials
| SMIPX Fund | USD 16.90 0.10 0.60% |
Mid |
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.
Mid Capitalization Fund Summary
Mid Capitalization competes with Goldman Sachs, Franklin Gold, James Balanced, Gold And, and Invesco Gold. The Portfolio will normally invest at least 80 percent of its total assets in equity securities of companies whose stock market capitalizations fall within the range of the capitalizations in the Russell Midcap Index at the time of purchase. Equity securities include common stocks, preferred stocks, securities convertible into common stocks and warrants. It invests in securities of companies that are believed by the Adviser to be undervalued, thereby offering above-average potential for capital appreciation.Specialization | Mid-Cap Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Saratoga Advantage Trust |
| Mutual Fund Family | Saratoga |
| Mutual Fund Category | Mid-Cap Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 807 3863 |
| Currency | USD - US Dollar |
Mid Capitalization Key Financial Ratios
Mid Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Mid Capitalization's current stock value. Our valuation model uses many indicators to compare Mid Capitalization value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mid Capitalization competition to find correlations between indicators driving Mid Capitalization's intrinsic value. More Info.Mid Capitalization Portfolio is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Mid Capitalization Portfolio is roughly 9.21 . 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 Mid Capitalization's earnings, one of the primary drivers of an investment's value.Mid Capitalization Systematic Risk
Mid Capitalization's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Mid Capitalization 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-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Mid Capitalization correlated with the market. If Beta is less than 0 Mid Capitalization generally moves in the opposite direction as compared to the market. If Mid Capitalization Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Mid Capitalization is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Mid Capitalization is generally in the same direction as the market. If Beta > 1 Mid Capitalization moves generally in the same direction as, but more than the movement of the benchmark.
Mid Capitalization December 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Mid Capitalization help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Mid Capitalization Portfolio. We use our internally-developed statistical techniques to arrive at the intrinsic value of Mid Capitalization Portfolio based on widely used predictive technical indicators. In general, we focus on analyzing Mid Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Mid Capitalization's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9699 | |||
| Information Ratio | 0.0849 | |||
| Maximum Drawdown | 5.41 | |||
| Value At Risk | (1.15) | |||
| Potential Upside | 2.08 |
Other Information on Investing in Mid Mutual Fund
Mid Capitalization financial ratios help investors to determine whether Mid 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 Mid with respect to the benefits of owning Mid Capitalization security.
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