Large Cap Equity Fund Manager Performance Evaluation

TLGUX Fund  USD 24.10  0.03  0.12%   
The fund secures a Beta (Market Risk) of 1.01, which conveys a somewhat significant risk relative to the market. 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

19 of 100

 
Low
 
High
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Large Cap Equity are ranked lower than 19 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Large Cap may actually be approaching a critical reversion point that can send shares even higher in April 2024.
...more
Expense Ratio0.4700
  

Large Cap Relative Risk vs. Return Landscape

If you would invest  2,181  in Large Cap Equity on December 30, 2023 and sell it today you would earn a total of  229.00  from holding Large Cap Equity or generate 10.5% return on investment over 90 days. Large Cap Equity is currently producing 0.1659% returns and takes up 0.6584% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Large, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Large Cap is expected to generate 1.15 times more return on investment than the market. However, the company is 1.15 times more volatile than its market benchmark. It trades about 0.25 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.24 per unit of risk.

Large Cap Current Valuation

Fairly Valued
Today
24.10
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 Equity secures a last-minute Real Value of $23.78 per share. The latest price of the fund is $24.1. We determine the value of Large Cap Equity 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 Equity 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  24.1 Real  23.78 Hype  24.1
The real value of Large Mutual Fund, also known as its intrinsic value, is the underlying worth of Large Cap Equity 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.
23.78
Real Value
24.44
Upside
Estimating the potential upside or downside of Large Cap Equity 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:
Hype
Prediction
LowEstimatedHigh
23.4424.1024.76
Details

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 Equity, 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 = 0.252

Best PortfolioBest Equity
Good Returns
Average Returns
Small ReturnsTLGUX
CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative Returns

Estimated Market Risk

 0.66
  actual daily
5
95% of assets are more volatile

Expected Return

 0.17
  actual daily
3
97% of assets have higher returns

Risk-Adjusted Return

 0.25
  actual daily
19
81% of assets perform better
Based on monthly moving average Large Cap is performing at about 19% 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.

About Large Cap Performance

To evaluate Large Cap Equity 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 Equity 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 normally invests at least 80 percent of its net assets in the equity securities of large capitalization companies or in other investments with similar economic characteristics. The advisor defines large cap companies as companies whose market capitalizations typically fall within the range of the Russell 1000 Index. The fund may invest up to 10 percent of its assets in the securities of foreign issuers that are not traded on a U.S. exchange or the U.S. over-the-counter market. It may also lend portfolio securities to earn additional income.

Things to note about Large Cap Equity 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 Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund maintains 98.09% of its assets in stocks
Evaluating Large Cap's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Large Cap's mutual fund performance include:
  • 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.
It's essential to remember that evaluating Large Cap's mutual fund performance is not an exact science, and many factors can impact Large Cap's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Large Cap Equity. 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 employment.
You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.

Complementary Tools for Large Mutual Fund analysis

When running Large Cap's price analysis, check to measure Large 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 Large Cap is operating at the current time. Most of Large Cap's value examination focuses on studying past and present price action to predict the probability of Large 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 Large Cap's price. Additionally, you may evaluate how the addition of Large Cap to your portfolios can decrease your overall portfolio volatility.
Money Flow Index
Determine momentum by analyzing Money Flow Index and other technical indicators
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated
Portfolio File Import
Quickly import all of your third-party portfolios from your local drive in csv format
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Equity Search
Search for actively traded equities including funds and ETFs from over 30 global markets
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios
Portfolio Volatility
Check portfolio volatility and analyze historical return density to properly model market risk
Please note, there is a significant difference between Large Cap's value and its price as these two are different measures arrived at by different means. Investors typically determine if Large Cap is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Large 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.