Touchstone Focused Fund Manager Performance Evaluation
| TFOAX Fund | USD 75.43 0.42 0.55% |
The entity has a beta of 0.68, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Touchstone Focused's returns are expected to increase less than the market. However, during the bear market, the loss of holding Touchstone Focused is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Touchstone Focused Fund are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Touchstone Focused may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 29th of July 2022 | |
| Expense Ratio | 1.1900 |
Touchstone |
Touchstone Focused Relative Risk vs. Return Landscape
If you would invest 7,064 in Touchstone Focused Fund on September 15, 2024 and sell it today you would earn a total of 479.00 from holding Touchstone Focused Fund or generate 6.78% return on investment over 90 days. Touchstone Focused Fund is currently producing 0.1045% returns and takes up 0.6254% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Touchstone, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Touchstone Focused Current Valuation
Undervalued
Today
Please note that Touchstone Focused's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Touchstone Focused has a current Real Value of $77.68 per share. The regular price of the fund is $75.43. We determine the value of Touchstone Focused 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 Touchstone Focused is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Touchstone Mutual Fund. However, Touchstone Focused'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 75.43 | Real 77.68 | Hype 75.43 |
The intrinsic value of Touchstone Focused'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 Touchstone Focused'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 Touchstone Focused Fund helps investors to forecast how Touchstone 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 Touchstone Focused more accurately as focusing exclusively on Touchstone Focused's fundamentals will not take into account other important factors: Touchstone Focused Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Touchstone Focused's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Touchstone Focused Fund, and traders can use it to determine the average amount a Touchstone Focused'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 = 0.1671
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| Cash | TFOAX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.63 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Touchstone Focused is performing at about 13% 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 Touchstone Focused by adding it to a well-diversified portfolio.
Touchstone Focused Fundamentals Growth
Touchstone Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Touchstone Focused, and Touchstone Focused 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 Touchstone Mutual Fund performance.
| Price To Earning | 19.31 X | ||||
| Price To Book | 2.40 X | ||||
| Price To Sales | 1.36 X | ||||
| Total Asset | 50.58 M | ||||
About Touchstone Focused Performance
Evaluating Touchstone Focused's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Touchstone Focused 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 Touchstone Focused 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, under normal market conditions, at least 80 percent of its assets in equity securities. Equity securities include common stock and preferred stock. It may invest in companies of any market capitalization in seeking to achieve its investment goal. These securities may be listed on an exchange or traded over-the-counter. The fund will generally hold 25 to 45 companies, with residual cash and equivalents expected to represent less than 10 percent of the funds net assets. It is non-diversified.Things to note about Touchstone Focused performance evaluation
Checking the ongoing alerts about Touchstone Focused for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Touchstone Focused 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 about 7.1% of its assets in cash |
- Analyzing Touchstone Focused'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 Touchstone Focused's stock is overvalued or undervalued compared to its peers.
- Examining Touchstone Focused'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 Touchstone Focused's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Touchstone Focused's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Touchstone Focused's mutual fund. These opinions can provide insight into Touchstone Focused's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Touchstone Mutual Fund
Touchstone Focused financial ratios help investors to determine whether Touchstone 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 Touchstone with respect to the benefits of owning Touchstone Focused security.
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