Marsico Focus Fund Manager Performance Evaluation
| MIFOX Fund | USD 31.67 0.30 0.96% |
The fund secures a Beta (Market Risk) of 0.92, which conveys possible diversification benefits within a given portfolio. Marsico Focus returns are very sensitive to returns on the market. As the market goes up or down, Marsico Focus is expected to follow.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Marsico Focus are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Marsico Focus may actually be approaching a critical reversion point that can send shares even higher in January 2025.
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Marsico Focus Relative Risk vs. Return Landscape
If you would invest 2,824 in Marsico Focus on September 2, 2024 and sell it today you would earn a total of 343.00 from holding Marsico Focus or generate 12.15% return on investment over 90 days. Marsico Focus is currently producing 0.1841% returns and takes up 0.9871% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Marsico, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Marsico Focus Current Valuation
Fairly Valued
Today
Please note that Marsico Focus' price fluctuation is very steady at this time. Marsico Focus secures a last-minute Real Value of $31.16 per share. The latest price of the fund is $31.67. Our model forecasts the value of Marsico Focus from analyzing the fund technical indicators and probability of bankruptcy. In general, investors 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 Marsico Focus is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Marsico Mutual Fund. However, Marsico Focus' 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 31.67 | Real 31.16 | Hype 31.67 |
The intrinsic value of Marsico Focus' 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 Marsico Focus' 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 Marsico Focus helps investors to forecast how Marsico 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 Marsico Focus more accurately as focusing exclusively on Marsico Focus' fundamentals will not take into account other important factors: Marsico Focus Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Marsico Focus' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Marsico Focus, and traders can use it to determine the average amount a Marsico Focus' 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 = 0.1865
| Best Portfolio | Best Equity | |||
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| Small Returns | MIFOX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.99 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Marsico Focus 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 Marsico Focus by adding it to a well-diversified portfolio.
About Marsico Focus Performance
Evaluating Marsico Focus' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Marsico Focus 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 Marsico Focus 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 primarily in the common stocks of large companies that are selected for their long-term growth potential. It will normally hold a core position of between 20 and 35 common stocks. The investment adviser seeks to select stocks of high-quality companies with compelling long-term capital appreciation potential. The fund is non-diversified.Things to note about Marsico Focus performance evaluation
Checking the ongoing alerts about Marsico Focus for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Marsico Focus 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 all of the assets in different exotic instruments |
- Analyzing Marsico Focus' 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 Marsico Focus' stock is overvalued or undervalued compared to its peers.
- Examining Marsico Focus' 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 Marsico Focus' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Marsico Focus' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Marsico Focus' mutual fund. These opinions can provide insight into Marsico Focus' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Marsico Mutual Fund
Marsico Focus financial ratios help investors to determine whether Marsico 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 Marsico with respect to the benefits of owning Marsico Focus security.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories |