Monteagle Select Value Fund Manager Performance Evaluation
| MVEIX Fund | USD 11.11 0.09 0.82% |
The fund secures a Beta (Market Risk) of -0.14, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Monteagle Select are expected to decrease at a much lower rate. During the bear market, Monteagle Select is likely to outperform the market.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Monteagle Select Value are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Monteagle Select may actually be approaching a critical reversion point that can send shares even higher in August 2025.
...more| Expense Ratio Date | 30th of December 2022 | |
| Expense Ratio | 1.4700 |
Monteagle |
Monteagle Select Relative Risk vs. Return Landscape
If you would invest 995.00 in Monteagle Select Value on April 27, 2025 and sell it today you would earn a total of 116.00 from holding Monteagle Select Value or generate 11.66% return on investment over 90 days. Monteagle Select Value is currently producing 0.183% returns and takes up 1.0107% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Monteagle, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Monteagle Select Current Valuation
Fairly Valued
Today
Please note that Monteagle Select's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Monteagle Select Value secures a last-minute Real Value of $10.98 per share. The latest price of the fund is $11.11. We determine the value of Monteagle Select Value 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 Monteagle Select is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Monteagle Mutual Fund. However, Monteagle Select'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 11.11 | Real 10.98 | Hype 11.11 | Naive 11.03 |
The intrinsic value of Monteagle Select'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 Monteagle Select'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 Monteagle Select Value helps investors to forecast how Monteagle 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 Monteagle Select more accurately as focusing exclusively on Monteagle Select's fundamentals will not take into account other important factors: Monteagle Select Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Monteagle Select's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Monteagle Select Value, and traders can use it to determine the average amount a Monteagle Select'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 = 0.1811
| Best Portfolio | Best Equity | |||
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| Small Returns | MVEIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.01 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Monteagle Select is performing at about 14% 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 Monteagle Select by adding it to a well-diversified portfolio.
Monteagle Select Fundamentals Growth
Monteagle Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Monteagle Select, and Monteagle Select 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 Monteagle Mutual Fund performance.
| Price To Earning | 13.94 X | ||||
| Price To Book | 1.39 X | ||||
| Price To Sales | 0.93 X | ||||
About Monteagle Select Performance
Evaluating Monteagle Select's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Monteagle Select 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 Monteagle Select 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 uses a value investing style by investing at least 80 percent of its assets in the common stock of domestic companies that the funds Sub-adviser believes are underpriced relative to comparable securities determined by priceearnings ratios, cash flows or other measures. In selecting stocks, the Sub-adviser establishes valuation parameters, by using relative ratios or target prices to evaluate companies on several levels. It invests only in large capitalization companies included in the SP 500 Index. The advisor seeks to maintain a minimum average weighted market capitalization of at least 5 billion.Things to note about Monteagle Select Value performance evaluation
Checking the ongoing alerts about Monteagle Select for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Monteagle Select Value 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 about 9.74% of its assets in cash |
- Analyzing Monteagle Select'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 Monteagle Select's stock is overvalued or undervalued compared to its peers.
- Examining Monteagle Select'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 Monteagle Select's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Monteagle Select's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Monteagle Select's mutual fund. These opinions can provide insight into Monteagle Select's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Monteagle Mutual Fund
Monteagle Select financial ratios help investors to determine whether Monteagle 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 Monteagle with respect to the benefits of owning Monteagle Select security.
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| 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 | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |