Manning Napier Core Fund Manager Performance Evaluation
| MCBWX Fund | USD 9.31 0.03 0.32% |
The fund secures a Beta (Market Risk) of -0.0424, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Manning Napier are expected to decrease at a much lower rate. During the bear market, Manning Napier is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Manning Napier Core has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Manning Napier is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.0500 |
Manning |
Manning Napier Relative Risk vs. Return Landscape
If you would invest 939.00 in Manning Napier Core on September 3, 2024 and sell it today you would lose (8.00) from holding Manning Napier Core or give up 0.85% of portfolio value over 90 days. Manning Napier Core is currently producing negative expected returns and takes up 0.3107% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Manning, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Manning Napier Current Valuation
Overvalued
Today
Please note that Manning Napier's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Manning Napier Core secures a last-minute Real Value of $9.09 per share. The latest price of the fund is $9.31. We determine the value of Manning Napier Core 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 Manning Napier is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Manning Mutual Fund. However, Manning Napier'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 9.31 | Real 9.09 | Hype 9.31 | Naive 9.36 |
The intrinsic value of Manning Napier'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 Manning Napier'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 Manning Napier Core helps investors to forecast how Manning 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 Manning Napier more accurately as focusing exclusively on Manning Napier's fundamentals will not take into account other important factors: Manning Napier Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Manning Napier's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Manning Napier Core, and traders can use it to determine the average amount a Manning Napier'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 = -0.0415
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MCBWX |
Estimated Market Risk
| 0.31 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Manning Napier 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 Manning Napier by adding Manning Napier to a well-diversified portfolio.
Manning Napier Fundamentals Growth
Manning Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Manning Napier, and Manning Napier 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 Manning Mutual Fund performance.
| Total Asset | 304.83 M | |||
About Manning Napier Performance
Evaluating Manning Napier's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Manning Napier 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 Manning Napier 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 Series will invest, under normal circumstances, at least 80 percent of its net assets in investment grade bonds and other financial instruments, principally derivative instruments and exchange-traded funds , with economic characteristics similar to bonds. It may buy and sell futures contracts based on investment grade credit securities primarily for cash management purposes.Things to note about Manning Napier Core performance evaluation
Checking the ongoing alerts about Manning Napier for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Manning Napier Core help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Manning Napier Core generated a negative expected return over the last 90 days | |
| The fund generated three year return of -1.0% | |
| Manning Napier Core maintains about 5.39% of its assets in bonds |
- Analyzing Manning Napier'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 Manning Napier's stock is overvalued or undervalued compared to its peers.
- Examining Manning Napier'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 Manning Napier's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Manning Napier's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Manning Napier's mutual fund. These opinions can provide insight into Manning Napier's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Manning Mutual Fund
Manning Napier financial ratios help investors to determine whether Manning 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 Manning with respect to the benefits of owning Manning Napier security.
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