Muhlenkamp Fund Institutional Fund Manager Performance Evaluation
| MUHLX Fund | USD 66.94 0.29 0.43% |
The fund secures a Beta (Market Risk) of 0.92, which conveys possible diversification benefits within a given portfolio. Muhlenkamp Fund returns are very sensitive to returns on the market. As the market goes up or down, Muhlenkamp Fund is expected to follow.
Risk-Adjusted Performance
Modest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Muhlenkamp Fund Institutional are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong essential indicators, Muhlenkamp Fund is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Top-Ranked Stock Manager, and Ex-Bear, Says Macro Angst Overdone - BNN Bloomberg | 03/07/2025 |
| Expense Ratio Date | 30th of April 2023 |
Muhlenkamp |
Muhlenkamp Fund Relative Risk vs. Return Landscape
If you would invest 6,408 in Muhlenkamp Fund Institutional on December 27, 2024 and sell it today you would earn a total of 286.00 from holding Muhlenkamp Fund Institutional or generate 4.46% return on investment over 90 days. Muhlenkamp Fund Institutional is currently producing 0.0767% returns and takes up 0.8889% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Muhlenkamp, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Muhlenkamp Fund Current Valuation
Fairly Valued
Today
Please note that Muhlenkamp Fund's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Muhlenkamp Fund Inst secures a last-minute Real Value of $66.84 per share. The latest price of the fund is $66.94. We determine the value of Muhlenkamp Fund Inst 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 Muhlenkamp Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Muhlenkamp Mutual Fund. However, Muhlenkamp Fund'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 66.94 | Real 66.84 | Hype 66.94 | Naive 67.34 |
The intrinsic value of Muhlenkamp Fund'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 Muhlenkamp Fund'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 Muhlenkamp Fund Institutional helps investors to forecast how Muhlenkamp 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 Muhlenkamp Fund more accurately as focusing exclusively on Muhlenkamp Fund's fundamentals will not take into account other important factors: Muhlenkamp Fund Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Muhlenkamp Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Muhlenkamp Fund Institutional, and traders can use it to determine the average amount a Muhlenkamp Fund'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 = 0.0863
| Best Portfolio | Best Equity | |||
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| Cash | MUHLX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.89 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average Muhlenkamp Fund is performing at about 6% 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 Muhlenkamp Fund by adding it to a well-diversified portfolio.
Muhlenkamp Fund Fundamentals Growth
Muhlenkamp Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Muhlenkamp Fund, and Muhlenkamp Fund 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 Muhlenkamp Mutual Fund performance.
| Price To Earning | 14.73 X | ||||
| Price To Book | 2.23 X | ||||
| Price To Sales | 0.78 X | ||||
About Muhlenkamp Fund Performance
Evaluating Muhlenkamp Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Muhlenkamp Fund 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 Muhlenkamp Fund 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 principally invests in a diversified list of common stocks of companies of any capitalization, determined by the investment adviser to be highly profitable, yet undervalued. The Adviser looks for companies the advisor believes to have above-average profitability, as measured by corporate return-on-equity, and that sell at below-average prices, as measured by price-to-earnings-ratios.Things to note about Muhlenkamp Fund Inst performance evaluation
Checking the ongoing alerts about Muhlenkamp Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Muhlenkamp Fund Inst help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Top-Ranked Stock Manager, and Ex-Bear, Says Macro Angst Overdone - BNN Bloomberg | |
| The fund maintains about 8.37% of its assets in cash |
- Analyzing Muhlenkamp Fund'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 Muhlenkamp Fund's stock is overvalued or undervalued compared to its peers.
- Examining Muhlenkamp Fund'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 Muhlenkamp Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Muhlenkamp Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Muhlenkamp Fund's mutual fund. These opinions can provide insight into Muhlenkamp Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Muhlenkamp Mutual Fund
Muhlenkamp Fund financial ratios help investors to determine whether Muhlenkamp 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 Muhlenkamp with respect to the benefits of owning Muhlenkamp Fund security.
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