Bmo Concentrated Global Fund Manager Performance Evaluation
| 0P0001D8QF | CAD 18.24 0.00 0.00% |
The fund shows a Beta (market volatility) of 0.0915, which signifies not very significant fluctuations relative to the market. As returns on the market increase, BMO Concentrated's returns are expected to increase less than the market. However, during the bear market, the loss of holding BMO Concentrated is expected to be smaller as well.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in BMO Concentrated Global are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of rather sound fundamental indicators, BMO Concentrated is not utilizing all of its potentials. The recent stock price tumult, may contribute to shorter-term losses for the shareholders.
...more| Fifty Two Week Low | 9.95 | |
| Fifty Two Week High | 13.32 | |
| Annual Report Expense Ratio | 2.09% |
BMO |
BMO Concentrated Relative Risk vs. Return Landscape
If you would invest 1,811 in BMO Concentrated Global on December 28, 2024 and sell it today you would earn a total of 13.00 from holding BMO Concentrated Global or generate 0.72% return on investment over 90 days. BMO Concentrated Global is generating 0.0143% of daily returns and assumes 0.6885% volatility on return distribution over the 90 days horizon. Simply put, 6% of funds are less volatile than BMO, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
BMO Concentrated Current Valuation
Fairly Valued
Today
Please note that BMO Concentrated's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. BMO Concentrated Global shows a prevailing Real Value of C$18.28 per share. The current price of the fund is C$18.24. We determine the value of BMO Concentrated Global from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor purchasing undervalued funds and exiting overvalued funds since, in the future, fund prices and their ongoing real values will blend.
The fair value of the BMO fund is determined by what a typical buyer is willing to pay for full or partial control of BMO Concentrated Global. Since BMO Concentrated is currently traded on the exchange, buyers and sellers on that exchange determine the market value of BMO Fund. However, BMO Concentrated'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 18.24 | Real 18.28 | Hype 18.24 | Naive 17.97 |
The real value of BMO Fund, also known as its intrinsic value, is the underlying worth of BMO Concentrated Global Fund, which is reflected in its stock price. It is based on BMO Concentrated's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of BMO Concentrated'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, or news.
Estimating the potential upside or downside of BMO Concentrated Global helps investors to forecast how BMO 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 BMO Concentrated more accurately as focusing exclusively on BMO Concentrated's fundamentals will not take into account other important factors: BMO Concentrated Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for BMO Concentrated's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as BMO Concentrated Global, and traders can use it to determine the average amount a BMO Concentrated'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 = 0.0207
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 0P0001D8QF |
Estimated Market Risk
| 0.69 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average BMO Concentrated is performing at about 1% 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 BMO Concentrated by adding it to a well-diversified portfolio.
BMO Concentrated Fundamentals Growth
BMO Fund prices reflect investors' perceptions of the future prospects and financial health of BMO Concentrated, and BMO Concentrated 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 BMO Fund performance.
| Total Asset | 942.81 M | |||
About BMO Concentrated Performance
By analyzing BMO Concentrated's fundamental ratios, stakeholders can gain valuable insights into BMO Concentrated's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if BMO Concentrated 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 BMO Concentrated has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
This funds objective is to achieve long-term capital appreciation through investment in a portfolio of high quality equity or equity-related securities of issuers throughout the world. BMO Concentrated is traded on Toronto Stock Exchange in Canada.Things to note about BMO Concentrated Global performance evaluation
Checking the ongoing alerts about BMO Concentrated for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for BMO Concentrated Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 97.43% of its total net assets in equities |
- Analyzing BMO Concentrated'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 BMO Concentrated's stock is overvalued or undervalued compared to its peers.
- Examining BMO Concentrated'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 BMO Concentrated's management team can have a significant impact on its success or failure. Reviewing the track record and experience of BMO Concentrated's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of BMO Concentrated's fund. These opinions can provide insight into BMO Concentrated's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in BMO Fund
BMO Concentrated financial ratios help investors to determine whether BMO 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 BMO with respect to the benefits of owning BMO Concentrated security.
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