Mid Cap Value Fund Quote

AMDVX Fund  USD 15.54  0.07  0.45%   

Performance

3 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 22

 
High
 
Low
Low
Mid Cap is trading at 15.54 as of the 16th of April 2024; that is -0.45 percent decrease since the beginning of the trading day. The fund's open price was 15.61. Mid Cap has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Mid Cap Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of April 2022 and ending today, the 16th of April 2024. Click here to learn more.
Under normal market conditions, the portfolio managers will invest at least 80 percent of the funds net assets in medium size companies. The portfolio managers consider medium size companies to include those whose market capitalizations at the time of purchase are within the capitalization range of the Russell 3000 Index, excluding the largest 100 such companies.. More on Mid Cap Value

Moving together with Mid Mutual Fund

  0.82AMEIX Equity GrowthPairCorr
  0.92AMGIX Income GrowthPairCorr
  0.79AMKIX Emerging MarketsPairCorr
  0.98TWADX Value Fund APairCorr

Mid Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Mid Cap's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Mid Cap or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationAmerican Century Investments Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, American Century Investments, Large, Mid-Cap Value (View all Sectors)
Update Date31st of March 2024
Mid Cap Value [AMDVX] is traded in USA and was established 16th of April 2024. Mid Cap is listed under American Century Investments category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of American Century Investments family. This fund presently has accumulated 8.31 B in assets under management (AUM) with no minimum investment requirementsMid Cap Value is currently producing year-to-date (YTD) return of 0.66% with the current yeild of 0.02%, while the total return for the last 3 years was 4.56%.
Check Mid Cap Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mid Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mid Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mid Cap Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Mid Cap Value Mutual Fund Constituents

CAGConAgra FoodsStockConsumer Staples
WRKWestRock CoStockMaterials
IVZInvesco PlcStockFinancials
RSGRepublic ServicesStockIndustrials
WYWeyerhaeuserStockReal Estate
DGXQuest Diagnostics IncorporatedStockHealth Care
EQTEQT CorporationStockEnergy
More Details

Mid Cap Target Price Odds Analysis

Based on a normal probability distribution, the odds of Mid Cap jumping above the current price in 90 days from now is about 64.97%. The Mid Cap Value probability density function shows the probability of Mid Cap mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Mid Cap has a beta of 0.9145. This suggests Mid Cap Value market returns are sensitive to returns on the market. As the market goes up or down, Mid Cap is expected to follow. Additionally, mid Cap Value has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
  Odds Below 15.54HorizonTargetOdds Above 15.54
34.44%90 days
 15.54 
64.97%
Based on a normal probability distribution, the odds of Mid Cap to move above the current price in 90 days from now is about 64.97 (This Mid Cap Value probability density function shows the probability of Mid Mutual Fund to fall within a particular range of prices over 90 days) .

Mid Cap Value Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Mid Cap market risk premium is the additional return an investor will receive from holding Mid Cap long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Mid Cap. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Mid Cap's alpha and beta are two of the key measurements used to evaluate Mid Cap's performance over the market, the standard measures of volatility play an important role as well.

Mid Cap Against Markets

Picking the right benchmark for Mid Cap mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Mid Cap mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Mid Cap is critical whether you are bullish or bearish towards Mid Cap Value at a given time. Please also check how Mid Cap's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Mid Cap without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Portfolio Suggestion Now

   

Portfolio Suggestion

Get suggestions outside of your existing asset allocation including your own model portfolios
All  Next Launch Module

How to buy Mid Mutual Fund?

Before investing in Mid Cap, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Mid Cap. To buy Mid Cap fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Mid Cap. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Mid Cap fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Mid Cap Value fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Mid Cap Value fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Mid Cap Value, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Mid Cap Value?

The danger of trading Mid Cap Value is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Mid Cap is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Mid Cap. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Mid Cap Value is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Mid Cap Value. 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 real.
You can also try the Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.
Please note, there is a significant difference between Mid Cap's value and its price as these two are different measures arrived at by different means. Investors typically determine if Mid Cap is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Mid Cap's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.