Large Cap Fund Manager Performance Evaluation
FMIHX Fund | USD 15.94 0.09 0.57% |
The fund secures a Beta (Market Risk) of 0.98, which conveys possible diversification benefits within a given portfolio. Large Cap returns are very sensitive to returns on the market. As the market goes up or down, Large Cap is expected to follow.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Large Cap Fund are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical indicators, Large Cap may actually be approaching a critical reversion point that can send shares even higher in May 2024.
...moreExpense Ratio Date | 31st of January 2023 | |
Expense Ratio | 0.8400 |
Large |
Large Cap Relative Risk vs. Return Landscape
If you would invest 1,482 in Large Cap Fund on January 31, 2024 and sell it today you would earn a total of 103.00 from holding Large Cap Fund or generate 6.95% return on investment over 90 days. Large Cap Fund is currently producing 0.1108% returns and takes up 0.6869% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Large, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
Risk |
Large Cap Current Valuation
Fairly Valued
Today
Please note that Large Cap's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Large Cap Fund secures a last-minute Real Value of $15.78 per share. The latest price of the fund is $15.94. We determine the value of Large Cap Fund 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.
Our valuation method for Large Cap Fund is useful when determining the fair value of the Large mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Large Cap. Since Large Cap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Large Mutual Fund. However, Large Cap'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 15.94 | Real 15.78 | Hype 15.85 | Naive 16.1 |
The real value of Large Mutual Fund, also known as its intrinsic value, is the underlying worth of Large Cap Fund Mutual Fund, which is reflected in its stock price. It is based on Large Cap's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Large Cap'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 Large Cap'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 Large Cap Fund helps investors to forecast how Large 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 Large Cap more accurately as focusing exclusively on Large Cap's fundamentals will not take into account other important factors: Large Cap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Large Cap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Large Cap Fund, and traders can use it to determine the average amount a Large Cap'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 = 0.1612
Best Portfolio | Best Equity | |||
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Cash | FMIHX | Average Risk | High Risk | Huge Risk |
Negative Returns |
Estimated Market Risk
0.69 actual daily | 6 94% of assets are more volatile |
Expected Return
0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Large Cap is performing at about 12% 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 Large Cap by adding it to a well-diversified portfolio.
Large Cap Fundamentals Growth
Large Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Large Cap, and Large Cap 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 Large Mutual Fund performance.
Price To Earning | 18.35 X | ||||
Price To Book | 2.80 X | ||||
Price To Sales | 1.05 X | ||||
Total Asset | 990.05 M | ||||
About Large Cap Performance
To evaluate Large Cap Fund Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Large Cap generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Large Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Large Cap Fund market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Large's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund invests mainly in a limited number of large capitalization value stocks of companies listed or traded on a national securities exchange or on a national securities association, including foreign securities traded on a national securities exchange or on a national securities association.Things to note about Large Cap Fund performance evaluation
Checking the ongoing alerts about Large Cap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Large Cap Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.The fund retains 97.48% of its assets under management (AUM) in equities |
- Analyzing Large Cap'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 Large Cap's stock is overvalued or undervalued compared to its peers.
- Examining Large Cap'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 Large Cap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Large Cap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Large Cap's mutual fund. These opinions can provide insight into Large Cap's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Large Cap Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in rate. Note that the Large Cap Fund information on this page should be used as a complementary analysis to other Large Cap's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Top Crypto Exchanges module to search and analyze digital assets across top global cryptocurrency exchanges.