Federated Mid Cap Index Fund Manager Performance Evaluation
| FMCRX Fund | USD 14.88 0.36 2.48% |
The fund shows a Beta (market volatility) of 0.95, which means possible diversification benefits within a given portfolio. Federated Mid-cap returns are very sensitive to returns on the market. As the market goes up or down, Federated Mid-cap is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Federated Mid Cap Index has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Federated Mid-cap is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 31st of December 2022 |
Federated |
Federated Mid-cap Relative Risk vs. Return Landscape
If you would invest 1,561 in Federated Mid Cap Index on December 25, 2024 and sell it today you would lose (73.00) from holding Federated Mid Cap Index or give up 4.68% of portfolio value over 90 days. Federated Mid Cap Index is currently producing negative expected returns and takes up 1.0811% volatility of returns over 90 trading days. Put another way, 9% 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 Mid-cap Current Valuation
Fairly Valued
Today
Please note that Federated Mid-cap's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Federated Mid Cap shows a prevailing Real Value of $14.96 per share. The current price of the fund is $14.88. We determine the value of Federated Mid Cap 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 Mid-cap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Federated Mutual Fund. However, Federated 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 14.88 | Real 14.96 | Hype 14.88 | Naive 15.1 |
The intrinsic value of Federated 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 Federated 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 Federated Mid Cap Index 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 Mid-cap more accurately as focusing exclusively on Federated Mid-cap's fundamentals will not take into account other important factors: Federated Mid-cap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Federated Mid-cap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Federated Mid Cap Index, and traders can use it to determine the average amount a Federated 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 = -0.0697
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FMCRX |
Estimated Market Risk
| 1.08 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Federated Mid-cap is not performing at its full potential. However, 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 Mid-cap by adding Federated Mid-cap to a well-diversified portfolio.
Federated Mid-cap Fundamentals Growth
Federated Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Federated Mid-cap, and Federated 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 Federated Mutual Fund performance.
| Price To Earning | 17.97 X | ||||
| Price To Book | 1.96 X | ||||
| Price To Sales | 1.03 X | ||||
| Total Asset | 62.41 M | ||||
About Federated Mid-cap Performance
Evaluating Federated Mid-cap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Federated 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 Federated 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.
The fund normally invests its assets primarily in common stocks included in the Standard Poors MidCap 400 Index. The index is a broad-based market capitalization-weighted index of common stocks representing all major industries in the mid-range of the U.S. stock market. It may invest in derivatives contracts to implement its investment strategies.Things to note about Federated Mid Cap performance evaluation
Checking the ongoing alerts about Federated Mid-cap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Federated Mid Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Federated Mid Cap generated a negative expected return over the last 90 days | |
| The fund retains 96.52% of its assets under management (AUM) in equities |
- Analyzing Federated 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 Federated Mid-cap's stock is overvalued or undervalued compared to its peers.
- Examining Federated 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 Federated Mid-cap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Federated Mid-cap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Federated Mid-cap's mutual fund. These opinions can provide insight into Federated Mid-cap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Federated Mutual Fund
Federated Mid-cap 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 Mid-cap security.
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