Mid Cap Growth Profund Fund Manager Performance Evaluation
| MGPIX Fund | USD 107.47 0.02 0.02% |
The fund secures a Beta (Market Risk) of -0.19, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Mid-cap Growth are expected to decrease at a much lower rate. During the bear market, Mid-cap Growth is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Mid Cap Growth Profund are ranked lower than 22 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Mid-cap Growth showed solid returns over the last few months and may actually be approaching a breakup point.
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| Expense Ratio Date | 30th of November 2022 | |
| Expense Ratio | 1.7800 |
Mid-cap |
Mid-cap Growth Relative Risk vs. Return Landscape
If you would invest 8,967 in Mid Cap Growth Profund on April 20, 2025 and sell it today you would earn a total of 1,780 from holding Mid Cap Growth Profund or generate 19.85% return on investment over 90 days. Mid Cap Growth Profund is currently producing 0.2977% returns and takes up 1.0299% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Mid-cap, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mid-cap Growth Current Valuation
Fairly Valued
Today
Please note that Mid-cap Growth's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Mid Cap Growth secures a last-minute Real Value of $105.62 per share. The latest price of the fund is $107.47. We determine the value of Mid Cap Growth 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.
Since Mid-cap Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mid-cap Mutual Fund. However, Mid-cap Growth'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 107.47 | Real 105.62 | Hype 107.74 | Naive 105.41 |
The intrinsic value of Mid-cap Growth'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 Mid-cap Growth'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 Mid Cap Growth Profund helps investors to forecast how Mid-cap 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 Mid-cap Growth more accurately as focusing exclusively on Mid-cap Growth's fundamentals will not take into account other important factors: Mid-cap Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mid-cap Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mid Cap Growth Profund, and traders can use it to determine the average amount a Mid-cap Growth'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 = 0.289
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | MGPIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.03 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.3 actual daily | 6 94% of assets have higher returns |
Risk-Adjusted Return
| 0.29 actual daily | 22 78% of assets perform better |
Based on monthly moving average Mid-cap Growth is performing at about 22% 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 Mid-cap Growth by adding it to a well-diversified portfolio.
Mid-cap Growth Fundamentals Growth
Mid-cap Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mid-cap Growth, and Mid-cap Growth 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 Mid-cap Mutual Fund performance.
| Price To Earning | 0.79 X | ||||
| Price To Book | 3.26 X | ||||
| Price To Sales | 1.95 X | ||||
| Total Asset | 5.03 M | ||||
About Mid-cap Growth Performance
Evaluating Mid-cap Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mid-cap Growth 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 Mid-cap Growth 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 financial instruments that the fund advisors believes, in combination, should track the performance of the index. The index is designed to provide a comprehensive measure of mid-cap U.S. equity growth performance. It is a market capitalization-weighted index comprised of stocks from the SP MidCap 400 that have been identified as being on the growth end of the growth-value spectrum as determined by SP Dow Jones Indices LLC.Things to note about Mid Cap Growth performance evaluation
Checking the ongoing alerts about Mid-cap Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mid Cap Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Oppo Reno 14 5G, Oppo Reno 14 Pro With AI-Backed 50-Megapixel Cameras, Velvet Glass Black Launched In India - Free Press Journal | |
| The fund maintains 99.42% of its assets in stocks |
- Analyzing Mid-cap Growth'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 Mid-cap Growth's stock is overvalued or undervalued compared to its peers.
- Examining Mid-cap Growth'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 Mid-cap Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mid-cap Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mid-cap Growth's mutual fund. These opinions can provide insight into Mid-cap Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mid-cap Mutual Fund
Mid-cap Growth financial ratios help investors to determine whether Mid-cap 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 Mid-cap with respect to the benefits of owning Mid-cap Growth security.
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