Largecap Growth Fund Manager Performance Evaluation
| PLGJX Fund | USD 15.61 0.12 0.76% |
The fund secures a Beta (Market Risk) of 0.0273, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Largecap Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Largecap Growth is expected to be smaller as well.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Largecap Growth Fund are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward-looking indicators, Largecap Growth may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 0.8200 |
Largecap |
Largecap Growth Relative Risk vs. Return Landscape
If you would invest 1,421 in Largecap Growth Fund on September 12, 2024 and sell it today you would earn a total of 140.00 from holding Largecap Growth Fund or generate 9.85% return on investment over 90 days. Largecap Growth Fund is currently producing 0.1528% returns and takes up 0.8482% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Largecap, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Largecap Growth Current Valuation
Undervalued
Today
Please note that Largecap Growth's price fluctuation is slightly risky at this time. At this time, the fund appears to be undervalued. Largecap Growth secures a last-minute Real Value of $1.91 per share. The latest price of the fund is $15.61. We determine the value of Largecap 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 Largecap Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Largecap Mutual Fund. However, Largecap 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 15.61 | Real 1.91 | Hype 0.0 | Naive 15.78 |
The intrinsic value of Largecap 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 Largecap 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 Largecap Growth Fund helps investors to forecast how Largecap 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 Largecap Growth more accurately as focusing exclusively on Largecap Growth's fundamentals will not take into account other important factors: Largecap Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Largecap Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Largecap Growth Fund, and traders can use it to determine the average amount a Largecap 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 = 0.1801
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | PLGJX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.85 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Largecap Growth 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 Largecap Growth by adding it to a well-diversified portfolio.
Largecap Growth Fundamentals Growth
Largecap Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Largecap Growth, and Largecap 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 Largecap Mutual Fund performance.
| Price To Earning | 26.55 X | ||||
| Price To Book | 4.56 X | ||||
| Price To Sales | 2.51 X | ||||
| Total Asset | 11.25 B | ||||
About Largecap Growth Performance
Evaluating Largecap Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Largecap 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 Largecap 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 normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of companies with large market capitalizations at the time of purchase. It invests in growth equity securities, an investment strategy that emphasizes buying equity securities of companies whose potential for growth of capital and earnings is expected to be above average, and equity securities of companies with medium market capitalizations. The fund is non-diversified.Things to note about Largecap Growth performance evaluation
Checking the ongoing alerts about Largecap Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Largecap Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Largecap Growth's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Largecap Growth's mutual fund performance include:- Analyzing Largecap 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 Largecap Growth's stock is overvalued or undervalued compared to its peers.
- Examining Largecap 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 Largecap Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Largecap Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Largecap Growth's mutual fund. These opinions can provide insight into Largecap Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Largecap Mutual Fund
Largecap Growth financial ratios help investors to determine whether Largecap 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 Largecap with respect to the benefits of owning Largecap Growth security.
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity |