First American Investment Fund Manager Performance Evaluation
| FSCCX Fund | USD 35.79 0.23 0.64% |
The fund shows a Beta (market volatility) of 1.51, which means a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, First American will likely underperform.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in First American Investment are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, First American showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 0.9600 |
First |
First American Relative Risk vs. Return Landscape
If you would invest 3,145 in First American Investment on September 5, 2024 and sell it today you would earn a total of 434.00 from holding First American Investment or generate 13.8% return on investment over 90 days. First American Investment is currently producing 0.2106% returns and takes up 1.3256% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than First, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
First American Current Valuation
Fairly Valued
Today
Please note that First American's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. First American Investment shows a prevailing Real Value of $35.2 per share. The current price of the fund is $35.79. We determine the value of First American Investment from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since First American is currently traded on the exchange, buyers and sellers on that exchange determine the market value of First Mutual Fund. However, First American'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 35.79 | Real 35.2 | Hype 35.79 | Naive 35.74 |
The intrinsic value of First American'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 First American'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 First American Investment helps investors to forecast how First 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 First American more accurately as focusing exclusively on First American's fundamentals will not take into account other important factors: First American Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for First American's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as First American Investment, and traders can use it to determine the average amount a First American'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 = 0.1589
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | FSCCX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.33 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average First American is performing at about 12% 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 First American by adding it to a well-diversified portfolio.
First American Fundamentals Growth
First Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of First American, and First American 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 First Mutual Fund performance.
| Price To Earning | 15.60 X | ||||
| Price To Book | 1.47 X | ||||
| Price To Sales | 0.94 X | ||||
| Total Asset | 491.41 M | ||||
About First American Performance
Evaluating First American's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if First American 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 First American 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.
Under normal market conditions, the fund invests at least 80 percent of the sum of its net assets and the amount of any borrowings for investment purposes in common stocks of small-capitalization companies. Small-capitalization companies are defined as companies that have market capitalizations within the market capitalization range of the companies in the Russell 2000 Index on the last business day of the month in which its most recent reconstitution was completed.Things to note about First American Investment performance evaluation
Checking the ongoing alerts about First American for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for First American Investment help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 99.14% of its assets under management (AUM) in equities |
- Analyzing First American'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 First American's stock is overvalued or undervalued compared to its peers.
- Examining First American'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 First American's management team can have a significant impact on its success or failure. Reviewing the track record and experience of First American's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of First American's mutual fund. These opinions can provide insight into First American's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in First Mutual Fund
First American financial ratios help investors to determine whether First 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 First with respect to the benefits of owning First American security.
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