Select Equity Fund Manager Performance Evaluation
| RTDRX Fund | USD 15.56 0.09 0.58% |
The entity has a beta of 0.0945, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Select Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Select Equity is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Select Equity Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's basic indicators remain fairly strong which may send shares a bit higher in January 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio | 0.4500 |
Select |
Select Equity Relative Risk vs. Return Landscape
If you would invest 1,946 in Select Equity Fund on September 24, 2024 and sell it today you would lose (399.00) from holding Select Equity Fund or give up 20.5% of portfolio value over 90 days. Select Equity Fund is currently producing negative expected returns and takes up 3.3292% volatility of returns over 90 trading days. Put another way, 29% of traded mutual funds are less volatile than Select, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Select Equity Current Valuation
Undervalued
Today
Please note that Select Equity's price fluctuation is not too volatile at this time. At this time, the fund appears to be undervalued. Select Equity has a current Real Value of $16.13 per share. The regular price of the fund is $15.56. We determine the value of Select Equity from inspecting 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 draw towards each other.
Since Select Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Select Mutual Fund. However, Select Equity'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 15.56 | Real 16.13 | Hype 15.47 |
The intrinsic value of Select Equity'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 Select Equity'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 Select Equity Fund helps investors to forecast how Select 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 Select Equity more accurately as focusing exclusively on Select Equity's fundamentals will not take into account other important factors: Select Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Select Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Select Equity Fund, and traders can use it to determine the average amount a Select Equity'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 = -0.0878
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | RTDRX |
Estimated Market Risk
| 3.33 actual daily | 29 71% of assets are more volatile |
Expected Return
| -0.29 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Select Equity is not performing at its full potential. However, 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 Select Equity by adding Select Equity to a well-diversified portfolio.
Select Equity Fundamentals Growth
Select Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Select Equity, and Select Equity 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 Select Mutual Fund performance.
| Total Asset | 740.52 M | ||||
About Select Equity Performance
Evaluating Select Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Select Equity 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 Select Equity 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 has a non-fundamental policy to invest, under normal circumstances, at least 80 percent of the value of its net assets plus borrowings for investment purposes in equity securities economically tied to the U.S. It invests principally in common stocks of large and medium capitalization U.S. companies but may also invest in small capitalization U.S. companies. The manager defines large and medium capitalization stocks as stocks of those companies represented by the Russell 1000 Index or within the capitalization range of the Russell 1000 Index.Things to note about Select Equity performance evaluation
Checking the ongoing alerts about Select Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Select Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Select Equity generated a negative expected return over the last 90 days | |
| Select Equity has high historical volatility and very poor performance | |
| The fund maintains 96.38% of its assets in stocks |
- Analyzing Select Equity'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 Select Equity's stock is overvalued or undervalued compared to its peers.
- Examining Select Equity'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 Select Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Select Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Select Equity's mutual fund. These opinions can provide insight into Select Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Select Mutual Fund
Select Equity financial ratios help investors to determine whether Select 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 Select with respect to the benefits of owning Select Equity security.
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