Zevenbergen Genea Competition

ZVGIX Fund

USD 53.02 0.33 0.62%

Zevenbergen Genea competes with Zevenbergen Genea, Blackrock Mid, Eaton Vance, and Fidelity Vertible; as well as few others. The fund is listed under Large Growth category and is part of Zevenbergen Capital Investments family. Analyzing Zevenbergen Genea competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Zevenbergen Genea to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Zevenbergen Genea Correlation with its peers.

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Hype

Prediction

Low	Estimated	High
51.49	53.02	54.55

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Intrinsic

Valuation

Low	Real	High
47.72	58.06	59.59

Details

Zevenbergen Genea Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Zevenbergen Genea and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Zevenbergen and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Zevenbergen Genea does not affect the price movement of the other competitor.

	ZVGNX	ZVGIX	CMGIX	HCEGX	EGMSX	FCVSX	ROGSX	LEQCX
ZVGNX		1.0	0.97	0.93	0.83	0.97	0.68	0.96	ZVGNX
ZVGIX	1.0		0.97	0.93	0.83	0.97	0.68	0.96	ZVGIX
CMGIX	0.97	0.97		0.95	0.74	0.96	0.69	0.96	CMGIX
HCEGX	0.93	0.93	0.95		0.69	0.93	0.76	0.92	HCEGX
EGMSX	0.83	0.83	0.74	0.69		0.73	0.65	0.76	EGMSX
FCVSX	0.97	0.97	0.96	0.93	0.73		0.6	0.98	FCVSX
ROGSX	0.68	0.68	0.69	0.76	0.65	0.6		0.61	ROGSX
LEQCX	0.96	0.96	0.96	0.92	0.76	0.98	0.61		LEQCX
	ZVGNX	ZVGIX	CMGIX	HCEGX	EGMSX	FCVSX	ROGSX	LEQCX

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Risk-Adjusted Indicators

There is a big difference between Zevenbergen Mutual Fund performing well and Zevenbergen Genea Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Zevenbergen Genea's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
ZVGNX	1.12	0.27	0.15	2.38	1.24	(1.18)	2.44	(2.06)	8.76
ZVGIX	1.12	0.28	0.15	2.34	1.23	(1.18)	2.44	(2.05)	8.78
CMGIX	0.94	0.12	0.06	0.50	1.21	(1.02)	1.98	(1.98)	7.83
HCEGX	0.53	0.06	0.03	0.48	0.68	(0.65)	1.07	(0.99)	5.84
EGMSX	0.09	0.01	(0.17)	(5.86)	0.00	(0.14)	0.24	(0.12)	0.72
FCVSX	0.52	0.10	0.08	3.28	0.56	(0.59)	1.09	(0.69)	4.27
ROGSX	0.83	0.08	0.03	(30.03)	1.19	(0.86)	1.50	(2.23)	6.33
LEQCX	0.39	0.06	0.04	0.49	0.36	(0.45)	0.87	(0.71)	2.97

Unable to evaluate fundamental data of [ZVGNX, ZVGIX, CMGIX, HCEGX, EGMSX, FCVSX, ROGSX, LEQCX] at this time. Please try again later

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Zevenbergen Genea Competitive Analysis

The better you understand Zevenbergen Genea competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Zevenbergen Genea's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Zevenbergen Genea's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	ZVGIX	ZVGNX	CMGIX	HCEGX	EGMSX	FCVSX	ROGSX	LEQCX
	0.62 53.02 Zevenbergen	0.62 51.70 Zevenbergen	0.16 44.90 Blackrock	0.03 39.64 Growth	0.12 8.46 Eaton	0.79 36.92 Fidelity	5.26 48.05 Red	0.52 11.65 Locorr
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Solid	Solid	OK	OK	Good	Good	Modest	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	About Average	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Under Valued	Fairly Valued	Fairly Valued	Over Valued	Under Valued	Over Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Strong Buy	Strong Hold	Hold	Strong Sell	Strong Buy	Strong Sell	Hold
Net Asset	30.72 M	30.72 M	12.22 B	N/A	5.07 B	1.73 B	529.55 M	83.79 M
Minimum Initial Investment	50 K	N/A	2 M	N/A	1000 K	N/A	2 K	N/A
Price To Book	3.78 X	3.14 X	4.59 X	N/A	N/A	2.44 X	3.30 X	N/A
Five Year Return	18.42 %	18.07 %	9.14 %	N/A	4.08 %	11.42 %	15.25 %	3.34 %
One Year Return	41.40 %	40.97 %	18.44 %	N/A	8.38 %	16.72 %	27.42 %	10.84 %
Last Dividend Paid	N/A	N/A	N/A	0.0973	0.03	0.11	0.12	N/A
Price To Earning	62.92 X	57.82 X	32.94 X	N/A	N/A	7.63 X	19.70 X	N/A
Price To Sales	2.70 X	2.39 X	3.13 X	N/A	N/A	2.03 X	1.30 X	N/A
Cash Position Weight	0.66 %	0.54 %	0.36 %	N/A	33.89 %	1.92 %	1.87 %	33.92 %
Equity Positions Weight	99.34 %	99.46 %	99.64 %	N/A	2.03 %	17.98 %	98.13 %	66.20 %
Three Year Return	1.56 %	1.26 %	(0.55) %	N/A	4.97 %	4.01 %	10.01 %	1.72 %
Annual Yield	N/A	N/A	N/A	N/A	0.06 %	0.03 %	0 %	N/A
Year To Date Return	39.59 %	39.20 %	15.58 %	N/A	7.98 %	15.61 %	25.98 %	9.68 %
Bond Positions Weight	N/A	N/A	N/A	N/A	55.62 %	0.44 %	N/A	N/A
Ten Year Return	N/A	N/A	16.37 %	N/A	2.40 %	8.97 %	17.76 %	N/A
Daily Balance Of Power	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)	9.2 T	9.2 T	(9,223,372,036,855)	9.2 T
Day Typical Price	53.02	51.7	44.9	39.64	8.46	36.92	48.05	11.65
Period Momentum Indicator	(0.33)	(0.32)	0.07	(0.01)	0.01	0.29	(2.67)	0.06
Rate Of Daily Change	0.99	0.99	1.0	1.0	1.0	1.01	0.95	1.01
Day Median Price	53.02	51.7	44.9	39.64	8.46	36.92	48.05	11.65
Price Action Indicator	(0.16)	(0.16)	0.035	(0.01)	0.005	0.14	(1.34)	0.03
Coefficient Of Variation	511.37	513.56	915.87	1040.82	536.03	632.04	1236.8	678.04
Mean Deviation	1.12	1.12	0.9408	0.5268	0.0856	0.5184	0.834	0.3861
Jensen Alpha	0.2756	0.2747	0.1162	0.0596	0.0118	0.0955	0.0812	0.0588
Total Risk Alpha	0.1997	0.1987	0.0587	0.0227	0.0054	0.06	0.0197	0.037
Sortino Ratio	0.1482	0.1472	0.0627	0.0259	(0.17)	0.0754	0.0297	0.0427
Downside Variance	2.57	2.58	1.79	0.7344	0.0332	0.5034	1.62	0.248
Standard Deviation	1.49	1.49	1.26	0.7857	0.1164	0.6749	1.13	0.5055
Kurtosis	1.73	1.71	2.13	4.99	3.93	3.31	1.59	0.8357
Potential Upside	2.44	2.44	1.98	1.07	0.2372	1.09	1.5	0.8726
Treynor Ratio	2.34	2.38	0.5047	0.4812	(5.86)	3.28	(30.03)	0.4854
Maximum Drawdown	8.78	8.76	7.83	5.84	0.716	4.27	6.33	2.97
Variance	2.21	2.22	1.58	0.6173	0.0135	0.4555	1.27	0.2556
Market Risk Adjusted Performance	2.35	2.39	0.5147	0.4912	(5.85)	3.29	(30.02)	0.4954
Risk Adjusted Performance	0.1599	0.1593	0.0904	0.0762	0.0899	0.1239	0.0672	0.1114
Skewness	(0.63)	(0.64)	(0.65)	(0.45)	(0.99)	(0.90)	(0.70)	0.0772
Semi Deviation	1.23	1.24	1.21	0.6841	0.0	0.5609	1.19	0.362
Information Ratio	0.1597	0.1589	0.0668	0.0283	(0.27)	0.0793	0.0336	0.0421
Value At Risk	(2.05)	(2.06)	(1.98)	(0.99)	(0.12)	(0.69)	(2.23)	(0.71)
Expected Short fall	(1.18)	(1.18)	(1.02)	(0.65)	(0.14)	(0.59)	(0.86)	(0.45)
Downside Deviation	1.6	1.61	1.34	0.857	0.1822	0.7095	1.27	0.498
Semi Variance	1.52	1.53	1.47	0.4679	(0.01)	0.3146	1.42	0.131

Zevenbergen Genea Competition Performance Charts

Five steps to successful analysis of Zevenbergen Genea Competition

Zevenbergen Genea's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Zevenbergen Genea in relation to its competition. Zevenbergen Genea's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Zevenbergen Genea in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Zevenbergen Genea's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Zevenbergen Genea, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

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Other Information on Investing in Zevenbergen Mutual Fund

Zevenbergen Genea financial ratios help investors to determine whether Zevenbergen 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 Zevenbergen with respect to the benefits of owning Zevenbergen Genea security.

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