Moderate Strategy Fund Manager Performance Evaluation
| RMLRX Fund | USD 10.60 0.03 0.28% |
The fund secures a Beta (Market Risk) of 0.32, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Moderate Strategy's returns are expected to increase less than the market. However, during the bear market, the loss of holding Moderate Strategy is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Moderate Strategy Fund are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Moderate Strategy is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | These Stock Funds Are Crushing the Market. Here Are Their Picks for 2026. - Barrons | 12/18/2025 |
Moderate |
Moderate Strategy Relative Risk vs. Return Landscape
If you would invest 1,032 in Moderate Strategy Fund on November 2, 2025 and sell it today you would earn a total of 28.00 from holding Moderate Strategy Fund or generate 2.71% return on investment over 90 days. Moderate Strategy Fund is currently producing 0.0443% returns and takes up 0.2988% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Moderate, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Moderate Strategy Current Valuation
Fairly Valued
Today
Please note that Moderate Strategy's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Moderate Strategy secures a last-minute Real Value of $10.56 per share. The latest price of the fund is $10.6. We determine the value of Moderate Strategy 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 Moderate Strategy is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Moderate Mutual Fund. However, Moderate Strategy'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 10.6 | Real 10.56 | Hype 10.65 | Naive 10.61 |
The intrinsic value of Moderate Strategy'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 Moderate Strategy'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 Moderate Strategy Fund helps investors to forecast how Moderate 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 Moderate Strategy more accurately as focusing exclusively on Moderate Strategy's fundamentals will not take into account other important factors: Moderate Strategy Target Price Odds to finish over Current Price
The tendency of Moderate Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 10.60 | 90 days | 10.60 | nearly 4.21 |
Based on a normal probability distribution, the odds of Moderate Strategy to move above the current price in 90 days from now is nearly 4.21 (This Moderate Strategy Fund probability density function shows the probability of Moderate Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Moderate Strategy has a beta of 0.32 indicating as returns on the market go up, Moderate Strategy average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Moderate Strategy Fund will be expected to be much smaller as well. Additionally Moderate Strategy Fund has an alpha of 0.0128, implying that it can generate a 0.0128 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Moderate Strategy Price Density |
| Price |
Predictive Modules for Moderate Strategy
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Moderate Strategy. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Moderate Strategy Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Moderate Strategy is not an exception. The market had few large corrections towards the Moderate Strategy's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Moderate Strategy Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Moderate Strategy within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | 0.32 | |
σ | Overall volatility | 0.11 | |
Ir | Information ratio | -0.07 |
Moderate Strategy Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Moderate Strategy for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Moderate Strategy can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Gov. Evers State budget surplus allows for both school funding, property tax relief - wpr.org | |
| The fund maintains about 9.84% of its assets in cash |
Moderate Strategy Fundamentals Growth
Moderate Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Moderate Strategy, and Moderate Strategy 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 Moderate Mutual Fund performance.
| Price To Earning | 14.64 X | |||
| Price To Book | 1.58 X | |||
| Price To Sales | 1.14 X | |||
| Total Asset | 172.99 M | |||
About Moderate Strategy Performance
Evaluating Moderate Strategy's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Moderate Strategy 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 Moderate Strategy 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 is a fund of funds, which seeks to achieve its objective by investing in a combination of several other Russell Investment Company Funds. The funds adviser intends its strategy of investing in a combination of underlying funds to result in investment diversification that an investor could otherwise achieve only by holding numerous individual investments.Things to note about Moderate Strategy performance evaluation
Checking the ongoing alerts about Moderate Strategy for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Moderate Strategy help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Gov. Evers State budget surplus allows for both school funding, property tax relief - wpr.org | |
| The fund maintains about 9.84% of its assets in cash |
- Analyzing Moderate Strategy'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 Moderate Strategy's stock is overvalued or undervalued compared to its peers.
- Examining Moderate Strategy'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 Moderate Strategy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Moderate Strategy's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Moderate Strategy's mutual fund. These opinions can provide insight into Moderate Strategy's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Moderate Mutual Fund
Moderate Strategy financial ratios help investors to determine whether Moderate 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 Moderate with respect to the benefits of owning Moderate Strategy security.
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