Midcap Fund R 4 Manager Performance
The fund secures a Beta (Market Risk) of 0.0, which conveys not very significant fluctuations relative to the market. the returns on MARKET and Midcap Fund are completely uncorrelated.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Midcap Fund R 4 has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Midcap Fund is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.9600 |
Midcap |
Midcap Fund Relative Risk vs. Return Landscape
If you would invest (100.00) in Midcap Fund R 4 on November 28, 2024 and sell it today you would earn a total of 100.00 from holding Midcap Fund R 4 or generate -100.0% return on investment over 90 days. Midcap Fund R 4 is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Midcap, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Midcap Fund Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Midcap Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Midcap Fund R 4, and traders can use it to determine the average amount a Midcap 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 = 0.0
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| PMBSX |
Based on monthly moving average Midcap Fund 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 Midcap Fund by adding Midcap Fund to a well-diversified portfolio.
Midcap Fund Fundamentals Growth
Midcap Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Midcap Fund, and Midcap 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 Midcap Mutual Fund performance.
| Price To Earning | 25.04 X | |||
| Price To Book | 2.69 X | |||
| Price To Sales | 1.99 X | |||
| Total Asset | 20.22 B | |||
Things to note about Midcap Fund R performance evaluation
Checking the ongoing alerts about Midcap Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Midcap Fund R help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Midcap Fund R is not yet fully synchronised with the market data | |
| Midcap Fund R has some characteristics of a very speculative penny stock | |
| Midcap Fund R has a very high chance of going through financial distress in the upcoming years | |
| The fund maintains 100.08% of its assets in stocks |
- Analyzing Midcap 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 Midcap Fund's stock is overvalued or undervalued compared to its peers.
- Examining Midcap 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 Midcap Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Midcap Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Midcap Fund's mutual fund. These opinions can provide insight into Midcap Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Equity Center to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
Other Consideration for investing in Midcap Mutual Fund
If you are still planning to invest in Midcap Fund R check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Midcap Fund's history and understand the potential risks before investing.
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals |