Mid Cap Growth Fund Manager Performance Evaluation
| TOECX Fund | USD 40.53 0.02 0.05% |
The fund secures a Beta (Market Risk) of 1.16, which conveys 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, Mid Cap will likely underperform.
Risk-Adjusted Performance
23 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Mid Cap Growth are ranked lower than 23 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Mid Cap showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 29th of July 2022 | |
| Expense Ratio | 2.0700 |
Mid |
Mid Cap Relative Risk vs. Return Landscape
If you would invest 3,360 in Mid Cap Growth on September 4, 2024 and sell it today you would earn a total of 693.00 from holding Mid Cap Growth or generate 20.63% return on investment over 90 days. Mid Cap Growth is currently producing 0.2982% returns and takes up 0.9914% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Mid, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mid Cap Current Valuation
Undervalued
Today
Please note that Mid Cap's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Mid Cap Growth secures a last-minute Real Value of $43.14 per share. The latest price of the fund is $40.53. We determine the value of Mid Cap Growth 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 Mid Cap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mid Mutual Fund. However, Mid Cap'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 40.53 | Real 43.14 | Hype 40.53 | Naive 40.4 |
The intrinsic value of Mid Cap'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 Mid Cap'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 Mid Cap Growth helps investors to forecast how Mid 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 Mid Cap more accurately as focusing exclusively on Mid Cap's fundamentals will not take into account other important factors: Mid Cap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mid Cap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mid Cap Growth, and traders can use it to determine the average amount a Mid Cap'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 = 0.3008
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Small Returns | TOECX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.99 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.3 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.3 actual daily | 23 77% of assets perform better |
Based on monthly moving average Mid Cap is performing at about 23% 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 Mid Cap by adding it to a well-diversified portfolio.
Mid Cap Fundamentals Growth
Mid Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mid Cap, and Mid Cap 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 Mid Mutual Fund performance.
| Price To Earning | 20.29 X | ||||
| Price To Book | 3.67 X | ||||
| Price To Sales | 1.97 X | ||||
| Total Asset | 14.32 M | ||||
About Mid Cap Performance
Evaluating Mid Cap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mid Cap 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 Mid Cap 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 fund will invest at least 80 percent of its assets in common stocks of mid-cap U.S. companies. A mid-cap company is defined as a company, at the time of purchase, which has a market capitalization between 1.5 billion and 12 billion or falls within the range of market capitalizations represented in the Russell Midcap Index. The size of the companies in the Russell Midcap Index will change with market conditions.Things to note about Mid Cap Growth performance evaluation
Checking the ongoing alerts about Mid Cap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mid Cap Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Mid Cap's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Mid Cap's mutual fund performance include:- Analyzing Mid Cap'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 Mid Cap's stock is overvalued or undervalued compared to its peers.
- Examining Mid Cap'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 Mid Cap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mid Cap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mid Cap's mutual fund. These opinions can provide insight into Mid Cap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mid Mutual Fund
Mid Cap 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 Cap security.
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