Growth Allocation Index Fund Manager Performance Evaluation
| FRGAX Fund | USD 11.80 0.05 0.43% |
The fund retains a Market Volatility (i.e., Beta) of 0.54, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Growth Allocation's returns are expected to increase less than the market. However, during the bear market, the loss of holding Growth Allocation is expected to be smaller as well.
Risk-Adjusted Performance
Very Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Growth Allocation Index are ranked lower than 31 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Growth Allocation showed solid returns over the last few months and may actually be approaching a breakup point.
...moreGrowth |
Growth Allocation Relative Risk vs. Return Landscape
If you would invest 1,033 in Growth Allocation Index on April 20, 2025 and sell it today you would earn a total of 147.00 from holding Growth Allocation Index or generate 14.23% return on investment over 90 days. Growth Allocation Index is currently producing 0.2162% returns and takes up 0.5329% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Growth, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Growth Allocation Current Valuation
Fairly Valued
Today
Please note that Growth Allocation's price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the entity is fairly valued. Growth Allocation Index retains a regular Real Value of $11.64 per share. The prevalent price of the fund is $11.8. Our model calculates the value of Growth Allocation Index from evaluating the entity technical indicators and probability of bankruptcy. In general, investors encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Growth Allocation is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Growth Mutual Fund. However, Growth Allocation'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 11.8 | Real 11.64 | Hype 11.8 | Naive 11.73 |
The intrinsic value of Growth Allocation'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 Growth Allocation'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 Growth Allocation Index helps investors to forecast how Growth 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 Growth Allocation more accurately as focusing exclusively on Growth Allocation's fundamentals will not take into account other important factors: Growth Allocation Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Growth Allocation's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Growth Allocation Index, and traders can use it to determine the average amount a Growth Allocation'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 = 0.4057
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | FRGAX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.53 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.22 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.41 actual daily | 31 69% of assets perform better |
Based on monthly moving average Growth Allocation is performing at about 31% 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 Growth Allocation by adding it to a well-diversified portfolio.
Growth Allocation Fundamentals Growth
Growth Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Growth Allocation, and Growth Allocation 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 Growth Mutual Fund performance.
About Growth Allocation Performance
Evaluating Growth Allocation's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Growth Allocation has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Growth Allocation has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests in a combination of two Fidelity equity index funds and two Fidelity investment-grade bond index funds. Allocating assets among underlying Fidelity index funds according to an asset allocation of approximately Fidelity Total Market Index Fund 49 Fidelity Total International Index Fund 21 Fidelity U.S. Bond Index Fund 25 Fidelity Short-Term Bond Index Fund 5.Things to note about Growth Allocation Index performance evaluation
Checking the ongoing alerts about Growth Allocation for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Growth Allocation Index help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Growth is showing solid risk-adjusted performance over 90 days | |
| The fund retains all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Growth Allocation'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 Growth Allocation's stock is overvalued or undervalued compared to its peers.
- Examining Growth Allocation'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 Growth Allocation's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Growth Allocation's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Growth Allocation's mutual fund. These opinions can provide insight into Growth Allocation's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Growth Mutual Fund
Growth Allocation financial ratios help investors to determine whether Growth Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Growth with respect to the benefits of owning Growth Allocation security.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences |