Morningstar Balanced Etf Manager Performance Evaluation
| BETFX Fund | USD 11.28 0.01 0.09% |
The fund secures a Beta (Market Risk) of 0.0994, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Morningstar Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Morningstar Balanced is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Morningstar Balanced Etf has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Morningstar Balanced is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.0400 |
Morningstar |
Morningstar Balanced Relative Risk vs. Return Landscape
If you would invest 1,161 in Morningstar Balanced Etf on September 28, 2024 and sell it today you would lose (33.00) from holding Morningstar Balanced Etf or give up 2.84% of portfolio value over 90 days. Morningstar Balanced Etf is currently producing negative expected returns and takes up 0.5361% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Morningstar, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Morningstar Balanced Current Valuation
Fairly Valued
Today
Please note that Morningstar Balanced's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Morningstar Balanced Etf secures a last-minute Real Value of $11.32 per share. The latest price of the fund is $11.28. We determine the value of Morningstar Balanced Etf 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 Morningstar Balanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Morningstar Mutual Fund. However, Morningstar Balanced'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 11.28 | Real 11.32 | Hype 11.28 |
The intrinsic value of Morningstar Balanced'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 Morningstar Balanced'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 Morningstar Balanced Etf helps investors to forecast how Morningstar 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 Morningstar Balanced more accurately as focusing exclusively on Morningstar Balanced's fundamentals will not take into account other important factors: Morningstar Balanced Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Morningstar Balanced's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Morningstar Balanced Etf, and traders can use it to determine the average amount a Morningstar Balanced'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 = -0.0827
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BETFX |
Estimated Market Risk
| 0.54 actual daily | 4 96% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Morningstar Balanced 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 Morningstar Balanced by adding Morningstar Balanced to a well-diversified portfolio.
Morningstar Balanced Fundamentals Growth
Morningstar Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Morningstar Balanced, and Morningstar Balanced 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 Morningstar Mutual Fund performance.
About Morningstar Balanced Performance
Evaluating Morningstar Balanced's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Morningstar Balanced 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 Morningstar Balanced 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.
Morningstar Balanced is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Morningstar Balanced Etf performance evaluation
Checking the ongoing alerts about Morningstar Balanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Morningstar Balanced Etf help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Morningstar Balanced generated a negative expected return over the last 90 days | |
| The fund holds about 38.87% of its assets under management (AUM) in fixed income securities |
- Analyzing Morningstar Balanced'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 Morningstar Balanced's stock is overvalued or undervalued compared to its peers.
- Examining Morningstar Balanced'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 Morningstar Balanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Morningstar Balanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Morningstar Balanced's mutual fund. These opinions can provide insight into Morningstar Balanced's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Morningstar Mutual Fund
Morningstar Balanced financial ratios help investors to determine whether Morningstar 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 Morningstar with respect to the benefits of owning Morningstar Balanced security.
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years |