Tiaa Cref Smallmid Cap Equity Fund Manager Performance Evaluation
| TSMMX Fund | USD 17.88 0.05 0.28% |
The entity has a beta of 1.23, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Tiaa Cref will likely underperform.
Risk-Adjusted Performance
17 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Tiaa Cref Smallmid Cap Equity are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak primary indicators, Tiaa Cref showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 0.6400 |
Tiaa |
Tiaa Cref Relative Risk vs. Return Landscape
If you would invest 1,553 in Tiaa Cref Smallmid Cap Equity on September 2, 2024 and sell it today you would earn a total of 235.00 from holding Tiaa Cref Smallmid Cap Equity or generate 15.13% return on investment over 90 days. Tiaa Cref Smallmid Cap Equity is currently producing 0.2253% returns and takes up 0.9985% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Tiaa, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Tiaa Cref Current Valuation
Undervalued
Today
Please note that Tiaa Cref's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Tiaa Cref Smallmid has a current Real Value of $19.49 per share. The regular price of the fund is $17.88. We determine the value of Tiaa Cref Smallmid 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 Tiaa Cref is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Tiaa Mutual Fund. However, Tiaa Cref'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 17.88 | Real 19.49 | Hype 17.88 | Naive 18.0 |
The intrinsic value of Tiaa Cref'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 Tiaa Cref'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 Tiaa Cref Smallmid Cap Equity helps investors to forecast how Tiaa 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 Tiaa Cref more accurately as focusing exclusively on Tiaa Cref's fundamentals will not take into account other important factors: Tiaa Cref Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Tiaa Cref's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Tiaa Cref Smallmid Cap Equity, and traders can use it to determine the average amount a Tiaa Cref'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 = 0.2256
| Best Portfolio | Best Equity | |||
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| Small Returns | TSMMX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.0 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.23 actual daily | 17 83% of assets perform better |
Based on monthly moving average Tiaa Cref is performing at about 17% 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 Tiaa Cref by adding it to a well-diversified portfolio.
Tiaa Cref Fundamentals Growth
Tiaa Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Tiaa Cref, and Tiaa Cref 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 Tiaa Mutual Fund performance.
| Total Asset | 1.21 B | ||||
About Tiaa Cref Performance
Evaluating Tiaa Cref's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Tiaa Cref 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 Tiaa Cref 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.
Under normal circumstances, the fund invests at least 80 percent of its assets in small-cap and mid-cap equity securities. In seeking a favorable long-term total return, it will invest in securities that the funds investment adviser believes have favorable prospects for significant long-term capital appreciation potential. The fund may purchase foreign equity securities, denominated in U.S. dollars or in non-U.S. dollar currencies, and equity securities issued in connection with reorganizations and other special situations.Things to note about Tiaa Cref Smallmid performance evaluation
Checking the ongoing alerts about Tiaa Cref for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Tiaa Cref Smallmid help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Tiaa Cref's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Tiaa Cref's mutual fund performance include:- Analyzing Tiaa Cref'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 Tiaa Cref's stock is overvalued or undervalued compared to its peers.
- Examining Tiaa Cref'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 Tiaa Cref's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Tiaa Cref's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Tiaa Cref's mutual fund. These opinions can provide insight into Tiaa Cref's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Tiaa Mutual Fund
Tiaa Cref financial ratios help investors to determine whether Tiaa 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 Tiaa with respect to the benefits of owning Tiaa Cref security.
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