Federated Equity Income Fund Manager Performance Evaluation
| FDERX Fund | USD 26.55 0.07 0.26% |
The fund shows a Beta (market volatility) of 0.85, which means possible diversification benefits within a given portfolio. Federated Equity returns are very sensitive to returns on the market. As the market goes up or down, Federated Equity is expected to follow.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Federated Equity Income are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Federated Equity is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.3600 |
Federated |
Federated Equity Relative Risk vs. Return Landscape
If you would invest 2,527 in Federated Equity Income on August 31, 2024 and sell it today you would earn a total of 128.00 from holding Federated Equity Income or generate 5.07% return on investment over 90 days. Federated Equity Income is currently producing 0.0807% returns and takes up 0.6841% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Federated, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Federated Equity Current Valuation
Fairly Valued
Today
Please note that Federated Equity's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Federated Equity Income shows a prevailing Real Value of $26.34 per share. The current price of the fund is $26.55. We determine the value of Federated Equity Income 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 Federated Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Federated Mutual Fund. However, Federated Equity'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 26.55 | Real 26.34 | Hype 26.55 |
The intrinsic value of Federated Equity'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 Federated Equity'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 Federated Equity Income helps investors to forecast how Federated 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 Federated Equity more accurately as focusing exclusively on Federated Equity's fundamentals will not take into account other important factors: Federated Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Federated Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Federated Equity Income, and traders can use it to determine the average amount a Federated Equity'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 = 0.118
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | FDERX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.68 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Federated Equity is performing at about 9% 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 Federated Equity by adding it to a well-diversified portfolio.
Federated Equity Fundamentals Growth
Federated Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Federated Equity, and Federated Equity 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 Federated Mutual Fund performance.
| Price To Earning | 15.13 X | |||
| Price To Book | 2.07 X | |||
| Price To Sales | 1.27 X | |||
| Total Asset | 780.75 M | |||
About Federated Equity Performance
Evaluating Federated Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Federated Equity 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 Federated Equity 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.
The fund invests primarily in income-producing equity securities. Its holdings ordinarily will be in mid-capitalization to large-capitalization domestic companies, although the fund may invest across all market capitalizations. The fund may also invest, to a lesser extent, in securities of foreign issuers, and may invest in real estate investment trusts and securities of other investment companies. It will invest its assets so that at least 80 percent of its net assets are invested in income-producing equity investments.Things to note about Federated Equity Income performance evaluation
Checking the ongoing alerts about Federated Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Federated Equity Income 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 96.25% of its assets under management (AUM) in equities |
- Analyzing Federated Equity'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 Federated Equity's stock is overvalued or undervalued compared to its peers.
- Examining Federated Equity'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 Federated Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Federated Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Federated Equity's mutual fund. These opinions can provide insight into Federated Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Federated Mutual Fund
Federated Equity financial ratios help investors to determine whether Federated 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 Federated with respect to the benefits of owning Federated Equity security.
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