Mid Cap Growth Fund Five Year Return
Mid Cap Growth fundamentals help investors to digest information that contributes to Mid Cap's financial success or failures. It also enables traders to predict the movement of Mid Mutual Fund. The fundamental analysis module provides a way to measure Mid Cap's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Mid Cap mutual fund.
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Mid Cap Growth Mutual Fund Five Year Return Analysis
Mid Cap's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Mid Cap Five Year Return | 1.21 % |
Most of Mid Cap's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Mid Cap Growth is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
CompetitionAccording to the company disclosure, Mid Cap Growth has a Five Year Return of 1.211%. This is much higher than that of the Morgan Stanley family and significantly higher than that of the Mid-Cap Growth category. The five year return for all United States funds is notably lower than that of the firm.
Mid Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Mid Cap's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Mid Cap could also be used in its relative valuation, which is a method of valuing Mid Cap by comparing valuation metrics of similar companies.Mid Cap is currently under evaluation in five year return among similar funds.
Fund Asset Allocation for Mid Cap
The fund consists of 93.69% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Mid Cap's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Mid Fundamentals
| Price To Earning | 34.47 X | |||
| Price To Book | 4.56 X | |||
| Price To Sales | 4.45 X | |||
| Total Asset | 493.1 M | |||
| Year To Date Return | 0.1 % | |||
| One Year Return | 11.36 % | |||
| Three Year Return | (23.33) % | |||
| Five Year Return | 1.21 % | |||
| Ten Year Return | 15.84 % | |||
| Net Asset | 1.04 B | |||
| Cash Position Weight | 2.71 % | |||
| Equity Positions Weight | 93.69 % |
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Correlation Analysis 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 price. You can also try the Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.
Other Tools for Mid Mutual Fund
When running Mid Cap's price analysis, check to measure Mid Cap's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Mid Cap is operating at the current time. Most of Mid Cap's value examination focuses on studying past and present price action to predict the probability of Mid Cap's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Mid Cap's price. Additionally, you may evaluate how the addition of Mid Cap to your portfolios can decrease your overall portfolio volatility.
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