Lateef Focused Growth Fund Manager Performance Evaluation
| LIMAX Fund | USD 7.05 0.13 1.81% |
The fund secures a Beta (Market Risk) of 0.29, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Lateef Focused's returns are expected to increase less than the market. However, during the bear market, the loss of holding Lateef Focused is expected to be smaller as well.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Lateef Focused Growth are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Lateef Focused 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 | 1st of September 2021 | |
| Expense Ratio | 1.3500 |
Lateef |
Lateef Focused Relative Risk vs. Return Landscape
If you would invest 701.00 in Lateef Focused Growth on October 10, 2024 and sell it today you would earn a total of 4.00 from holding Lateef Focused Growth or generate 0.57% return on investment over 90 days. Lateef Focused Growth is currently producing 0.0148% returns and takes up 1.0535% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Lateef, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Lateef Focused Current Valuation
Fairly Valued
Today
Please note that Lateef Focused's price fluctuation is not too volatile at this time. At this time, the fund appears to be fairly valued. Lateef Focused Growth secures a last-minute Real Value of $7.2 per share. The latest price of the fund is $7.05. We determine the value of Lateef Focused Growth 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 Lateef Focused is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Lateef Mutual Fund. However, Lateef Focused'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 7.05 | Real 7.2 | Hype 7.18 |
The intrinsic value of Lateef Focused'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 Lateef Focused'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 Lateef Focused Growth helps investors to forecast how Lateef 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 Lateef Focused more accurately as focusing exclusively on Lateef Focused's fundamentals will not take into account other important factors: Lateef Focused Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lateef Focused's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Lateef Focused Growth, and traders can use it to determine the average amount a Lateef Focused'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 = 0.014
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | LIMAX |
Estimated Market Risk
| 1.05 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 1 99% of assets perform better |
Based on monthly moving average Lateef Focused 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 Lateef Focused by adding it to a well-diversified portfolio.
Lateef Focused Fundamentals Growth
Lateef Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Lateef Focused, and Lateef Focused 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 Lateef Mutual Fund performance.
| Price To Earning | 23.98 X | ||||
| Price To Book | 3.45 X | ||||
| Price To Sales | 2.75 X | ||||
| Total Asset | 19.77 M | ||||
About Lateef Focused Performance
Evaluating Lateef Focused's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Lateef Focused 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 Lateef Focused 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 in the common stocks of approximately 15 to 25 mid- and large-cap companies with market capitalizations greater than 2 billion that have, in the Advisers opinion, a competitive advantage. The Sub-Adviser uses an intensive fundamental due diligence research process to attempt to identify companies with owner-oriented management teams that, in the view of the Sub-Adviser, generate consistently high returns on capital. It is non-diversified.Things to note about Lateef Focused Growth performance evaluation
Checking the ongoing alerts about Lateef Focused for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Lateef Focused Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -2.0% | |
| Lateef Focused Growth maintains 96.97% of its assets in stocks |
- Analyzing Lateef Focused'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 Lateef Focused's stock is overvalued or undervalued compared to its peers.
- Examining Lateef Focused'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 Lateef Focused's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lateef Focused's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Lateef Focused's mutual fund. These opinions can provide insight into Lateef Focused's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Lateef Mutual Fund
Lateef Focused financial ratios help investors to determine whether Lateef 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 Lateef with respect to the benefits of owning Lateef Focused security.
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios |