Msift Mid Cap Fund Manager Performance Evaluation
| MSMFX Fund | USD 13.55 0.84 5.84% |
The fund secures a Beta (Market Risk) of 0.11, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Msift Mid's returns are expected to increase less than the market. However, during the bear market, the loss of holding Msift Mid is expected to be smaller as well.
Risk-Adjusted Performance
17 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Msift Mid Cap are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Msift Mid showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 1.8000 |
Msift |
Msift Mid Relative Risk vs. Return Landscape
If you would invest 1,066 in Msift Mid Cap on September 20, 2024 and sell it today you would earn a total of 289.00 from holding Msift Mid Cap or generate 27.11% return on investment over 90 days. Msift Mid Cap is currently producing 0.397% returns and takes up 1.7776% volatility of returns over 90 trading days. Put another way, 15% of traded mutual funds are less volatile than Msift, and 93% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Msift Mid Current Valuation
Undervalued
Today
Please note that Msift Mid's price fluctuation is not too volatile at this time. At this time, the fund appears to be undervalued. Msift Mid Cap secures a last-minute Real Value of $14.43 per share. The latest price of the fund is $13.55. We determine the value of Msift Mid Cap from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Msift Mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Msift Mutual Fund. However, Msift Mid'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 13.55 | Real 14.43 | Hype 13.55 |
The intrinsic value of Msift Mid'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 Msift Mid'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 Msift Mid Cap helps investors to forecast how Msift 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 Msift Mid more accurately as focusing exclusively on Msift Mid's fundamentals will not take into account other important factors: Msift Mid Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Msift Mid's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Msift Mid Cap, and traders can use it to determine the average amount a Msift Mid'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 = 0.2233
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | MSMFX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.78 actual daily | 15 85% of assets are more volatile |
Expected Return
| 0.4 actual daily | 7 93% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average Msift Mid is performing at about 17% 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 Msift Mid by adding it to a well-diversified portfolio.
Msift Mid Fundamentals Growth
Msift Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Msift Mid, and Msift Mid 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 Msift Mutual Fund performance.
| Total Asset | 1.33 B | ||||
About Msift Mid Performance
Evaluating Msift Mid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Msift Mid 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 Msift Mid 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 circumstances, the adviser seeks to achieve the funds investment objective by investing primarily in established and emerging companies with capitalizations within the range of companies included in the Russell Midcap Growth Index. The adviser typically invests in unique companies it believes have sustainable competitive advantages with above average business visibility, the ability to deploy capital at high rates of return, strong balance sheets and an attractive riskreward.Things to note about Msift Mid Cap performance evaluation
Checking the ongoing alerts about Msift Mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Msift Mid Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -8.0% | |
| Msift Mid Cap maintains 93.69% of its assets in stocks |
- Analyzing Msift Mid'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 Msift Mid's stock is overvalued or undervalued compared to its peers.
- Examining Msift Mid'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 Msift Mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Msift Mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Msift Mid's mutual fund. These opinions can provide insight into Msift Mid's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Msift Mutual Fund
Msift Mid financial ratios help investors to determine whether Msift 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 Msift with respect to the benefits of owning Msift Mid security.
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