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3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-07-21), Morphic Ethical Equity Fund's 3-1 Month Momentum % is 9.09%.
The industry rank for Morphic Ethical Equity Fund's 3-1 Month Momentum % or its related term are showing as below:
ASX:MEC's 3-1 Month Momentum % is ranked better than 84.16% of 1635
companies
in the Asset Management industry
Industry Median: -1.22
vs ASX:MEC: 9.09
Morphic Ethical Equity Fund (ASX:MEC) 3-1 Month Momentum % Explanation
Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 3-1 Month Momentum % measures the total return to a stock over the past three months, but ignores the previous month.
The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.
Morphic Ethical Equity Fund 3-1 Month Momentum % Related Terms
ASX:MEC vs BLK, BX, KKR: 3-1 Month Momentum % Comparison
For the Asset Management subindustry, Morphic Ethical Equity Fund's 3-1 Month Momentum %, along with its competitors' market caps and 3-1 Month Momentum % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Morphic Ethical Equity Fund 3-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Morphic Ethical Equity Fund's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Morphic Ethical Equity Fund's 3-1 Month Momentum % falls into.
Morphic Ethical Equity Fund (ASX:MEC) 3-1 Month Momentum % Calculation
3-1 Month Momentum % is calculated as following:
3-1 Month Momentum %
=
( Price 1-month ago
/
Price 3-month ago
- 1 )
*
100 %
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Morphic Ethical Equity Fund (ASX:MEC) has a 3-1 Month Momentum % of 9.09% as of Jul. 21, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Morphic Ethical Equity Fund and its competitors. According to the industry distribution chart, Morphic Ethical Equity Fund ranks #259 out of 1635 companies in the Asset Management industry, placing it in the top 15.8%.
Is Morphic Ethical Equity Fund's 3-1 Month Momentum % too high?
Morphic Ethical Equity Fund's current 3-1 Month Momentum % is 9.09%. Based on the distribution chart, Morphic Ethical Equity Fund ranks #259 out of 1635 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Morphic Ethical Equity Fund has a GF Score™ of 39/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Morphic Ethical Equity Fund's 3-1 Month Momentum % compare to BLK and BX?
According to the Asset Management industry distribution chart, Morphic Ethical Equity Fund ranks #259 out of 1635 companies for 3-1 Month Momentum %. This places Morphic Ethical Equity Fund in the top 16% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-1 Month Momentum % for an Asset Management company?
A good 3-1 Month Momentum % depends on the Asset Management industry context. However, 3-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-1 Month Momentum % mean?
A high 3-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Morphic Ethical Equity Fund and its competitors. Morphic Ethical Equity Fund's current 3-1 Month Momentum % is 9.09%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Morphic Ethical Equity Fund stock overvalued right now?
Based on GuruFocus' analysis, Morphic Ethical Equity Fund (ASX:MEC) is currently considered Significantly Overvalued. The stock's GF Value™ is A$0.77, compared to a current price of A$1.23 — trading 59.7% above its estimated fair value. The current 3-1 Month Momentum % is 9.09%. Morphic Ethical Equity Fund's overall GF Score™ is 39/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-1 Month Momentum % calculated?
3-1 Month Momentum % is calculated from a company's financial statements. For Morphic Ethical Equity Fund (ASX:MEC), the current 3-1 Month Momentum % is 9.09% as of Jul. 21, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Morphic Ethical Equity Fund (ASX:MEC) Overvalued in 2026?
Based on GuruFocus' analysis, Morphic Ethical Equity Fund stock appears to be overvalued.
The current stock price of A$1.23 is trading 59.7% above its estimated GF Value™ of A$0.77.
GuruFocus considers Morphic Ethical Equity Fund to be Significantly Overvalued.
Key valuation signals for ASX:MEC:
3-1 Month Momentum %: 9.09%
GF Value™: A$0.77 vs. price of A$1.23 (59.7% above fair value)
No single metric tells the full story. See the ASX:MEC stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Morphic Ethical Equity Fund Ltd is an investment company. Its investment objective is to provide superior risk-adjusted returns to shareholders, comprising a combination of capital growth and income, thus allowing franked dividends to be paid to shareholders when prudent, and provided the company has sufficient profit reserves and franking credits available. The company invests in a portfolio of internationally listed securities screened to exclude entities involved in environmentally damaging activities (including coal and uranium, mining and oil and gas), intensive farming and aquaculture, tobacco, armaments, alcohol, and gambling. It earns revenue from dividend income, interest income, and other returns from the investment portfolio.
39GF Score
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3-1 Month Momentum % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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