Federated Mdt Large Fund Manager Performance Evaluation
| FSTRX Fund | USD 37.45 0.10 0.27% |
The fund shows a Beta (market volatility) of 0.82, which means possible diversification benefits within a given portfolio. As returns on the market increase, Federated Mdt's returns are expected to increase less than the market. However, during the bear market, the loss of holding Federated Mdt is expected to be smaller as well.
Risk-Adjusted Performance
19 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Federated Mdt Large are ranked lower than 19 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Federated Mdt may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 31st of December 2022 | |
| Expense Ratio | 0.9900 |
Federated |
Federated Mdt Relative Risk vs. Return Landscape
If you would invest 3,391 in Federated Mdt Large on August 31, 2024 and sell it today you would earn a total of 354.00 from holding Federated Mdt Large or generate 10.44% return on investment over 90 days. Federated Mdt Large is currently producing 0.1599% returns and takes up 0.6623% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Federated, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Federated Mdt Current Valuation
Undervalued
Today
Please note that Federated Mdt's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Federated Mdt Large shows a prevailing Real Value of $38.38 per share. The current price of the fund is $37.45. We determine the value of Federated Mdt Large 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 Mdt is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Federated Mutual Fund. However, Federated Mdt'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 37.45 | Real 38.38 | Hype 37.45 | Naive 37.55 |
The intrinsic value of Federated Mdt'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 Mdt'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 Mdt Large 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 Mdt more accurately as focusing exclusively on Federated Mdt's fundamentals will not take into account other important factors: Federated Mdt Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Federated Mdt's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Federated Mdt Large, and traders can use it to determine the average amount a Federated Mdt'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 = 0.2414
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | FSTRX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.66 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.24 actual daily | 19 81% of assets perform better |
Based on monthly moving average Federated Mdt is performing at about 19% 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 Mdt by adding it to a well-diversified portfolio.
Federated Mdt Fundamentals Growth
Federated Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Federated Mdt, and Federated Mdt 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 | 2.75 X | |||
| Price To Book | 1.25 X | |||
| Price To Sales | 0.67 X | |||
| Total Asset | 513.2 M | |||
About Federated Mdt Performance
Evaluating Federated Mdt's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Federated Mdt 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 Mdt 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 the common stock of large-cap U.S. companies undervalued relative to the market. Its investment advisers investment strategy utilizes a large-cap value approach by selecting most of its investments from companies listed in the Russell 1000 Value Index. The adviser will notify shareholders at least 60 days in advance of any change in its investment policies that would enable the fund to normally invest less than 80 percent of its net assets in large-cap investments.Things to note about Federated Mdt Large performance evaluation
Checking the ongoing alerts about Federated Mdt for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Federated Mdt Large 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 98.12% of its assets under management (AUM) in equities |
- Analyzing Federated Mdt'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 Mdt's stock is overvalued or undervalued compared to its peers.
- Examining Federated Mdt'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 Mdt's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Federated Mdt's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Federated Mdt's mutual fund. These opinions can provide insight into Federated Mdt's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Federated Mutual Fund
Federated Mdt 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 Mdt security.
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