Midcap Growth Fund Manager Performance Evaluation
| PIPPX Fund | USD 12.02 0.00 0.00% |
The fund secures a Beta (Market Risk) of -0.0178, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Midcap Growth are expected to decrease at a much lower rate. During the bear market, Midcap Growth is likely to outperform the market.
Risk-Adjusted Performance
27 of 100
Weak | Strong |
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Midcap Growth Fund are ranked lower than 27 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Midcap Growth showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 1.0500 |
Midcap |
Midcap Growth Relative Risk vs. Return Landscape
If you would invest 1,026 in Midcap Growth Fund on September 22, 2024 and sell it today you would earn a total of 176.00 from holding Midcap Growth Fund or generate 17.15% return on investment over 90 days. Midcap Growth Fund is currently producing 0.3419% returns and takes up 0.9666% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Midcap, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Midcap Growth Current Valuation
Overvalued
Today
Please note that Midcap Growth's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Midcap Growth secures a last-minute Real Value of $11.4 per share. The latest price of the fund is $12.02. We determine the value of Midcap 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 Midcap Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Midcap Mutual Fund. However, Midcap Growth'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 12.02 | Real 11.4 | Hype 12.02 | Naive 12.05 |
The intrinsic value of Midcap Growth'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 Midcap Growth'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 Midcap Growth Fund helps investors to forecast how Midcap 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 Midcap Growth more accurately as focusing exclusively on Midcap Growth's fundamentals will not take into account other important factors: Midcap Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Midcap Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Midcap Growth Fund, and traders can use it to determine the average amount a Midcap Growth'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 = 0.3537
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | PIPPX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.97 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.34 actual daily | 6 94% of assets have higher returns |
Risk-Adjusted Return
| 0.35 actual daily | 27 73% of assets perform better |
Based on monthly moving average Midcap Growth is performing at about 27% 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 Midcap Growth by adding it to a well-diversified portfolio.
Midcap Growth Fundamentals Growth
Midcap Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Midcap Growth, and Midcap Growth 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 Midcap Mutual Fund performance.
| Price To Earning | 26.91 X | ||||
| Price To Book | 4.07 X | ||||
| Price To Sales | 2.35 X | ||||
| Total Asset | 245.65 M | ||||
About Midcap Growth Performance
Evaluating Midcap Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Midcap Growth 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 Midcap Growth 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of companies with medium market capitalizations at the time of purchase. For this fund, companies with medium market capitalizations are those with market capitalizations within the range of companies comprising the Russell MidCap Growth Index.Things to note about Midcap Growth performance evaluation
Checking the ongoing alerts about Midcap Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Midcap Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Midcap Growth is not yet fully synchronised with the market data | |
| The fund generated three year return of -1.0% | |
| Midcap Growth maintains 97.84% of its assets in stocks |
- Analyzing Midcap Growth'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 Midcap Growth's stock is overvalued or undervalued compared to its peers.
- Examining Midcap Growth'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 Midcap Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Midcap Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Midcap Growth's mutual fund. These opinions can provide insight into Midcap Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Midcap Mutual Fund
Midcap Growth financial ratios help investors to determine whether Midcap 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 Midcap with respect to the benefits of owning Midcap Growth security.
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