Large Cap E Fund Manager Performance Evaluation
| GTLOX Fund | USD 19.89 0.12 0.61% |
The fund secures a Beta (Market Risk) of 0.86, which conveys possible diversification benefits within a given portfolio. Large Cap returns are very sensitive to returns on the market. As the market goes up or down, Large Cap is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Large Cap E has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Large Cap is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Is Glenmede Large Cap Core Portfolio a Strong Mutual Fund Pick Right Now - MSN | 01/29/2025 |
| Expense Ratio Date | 28th of February 2023 |
Large |
Large Cap Relative Risk vs. Return Landscape
If you would invest 2,045 in Large Cap E on December 20, 2024 and sell it today you would lose (56.00) from holding Large Cap E or give up 2.74% of portfolio value over 90 days. Large Cap E is currently producing negative expected returns and takes up 0.8903% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Large, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Large Cap Current Valuation
Fairly Valued
Today
Please note that Large Cap's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Large Cap E secures a last-minute Real Value of $20.01 per share. The latest price of the fund is $19.89. We determine the value of Large Cap E 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 Large Cap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Large Mutual Fund. However, Large 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 19.89 | Real 20.01 | Hype 19.89 | Naive 20.0 |
The intrinsic value of Large 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 Large 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 Large Cap E helps investors to forecast how Large 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 Large Cap more accurately as focusing exclusively on Large Cap's fundamentals will not take into account other important factors: Large Cap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Large Cap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Large Cap E, and traders can use it to determine the average amount a Large 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 = -0.0485
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | GTLOX |
Estimated Market Risk
| 0.89 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Large 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 Large Cap by adding Large Cap to a well-diversified portfolio.
Large Cap Fundamentals Growth
Large Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Large Cap, and Large 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 Large Mutual Fund performance.
| Price To Earning | 18.13 X | ||||
| Price To Book | 2.86 X | ||||
| Price To Sales | 1.37 X | ||||
| Total Asset | 785.67 M | ||||
About Large Cap Performance
Evaluating Large Cap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Large 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 Large 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 invests at least 80 percent of the value of its net assets in equity securities, such as common stocks, of large cap companies tied economically to the Advisor considers a company to be tied economically to the U.S. The Advisor considers a company to be tied economically to the U.S. if the company 1 is organized under the laws of the U.S., 2 maintains its principal place of business in the U.S., 3 is traded principally in the U.S. or 4 at the time of purchase, is included in a U.S. equity index managed by SP Global Ratings or FTSE Russell.Things to note about Large Cap E performance evaluation
Checking the ongoing alerts about Large Cap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Large Cap E help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Large Cap E generated a negative expected return over the last 90 days | |
| The fund retains 99.79% of its assets under management (AUM) in equities |
- Analyzing Large 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 Large Cap's stock is overvalued or undervalued compared to its peers.
- Examining Large 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 Large Cap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Large Cap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Large Cap's mutual fund. These opinions can provide insight into Large Cap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Large Mutual Fund
Large Cap financial ratios help investors to determine whether Large 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 Large with respect to the benefits of owning Large Cap security.
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