Allianzgi Mutual Fund Buy Hold or Sell Recommendation

AAAEX
 Fund
  

USD 30.72  0.01  0.0326%   

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Allianzgi Health Sciences is 'Strong Hold'. Macroaxis provides Allianzgi Health buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding AAAEX positions. The advice algorithm takes into account all of Allianzgi Health's available fundamental, technical, and predictive indicators you will find on this site.
  
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The advice is provided from Allianzgi Health's buy-and-hold perspective. Please continue to Allianzgi Health Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as Allianzgi and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Allianzgi Health Sciences.

Execute Allianzgi Health Buy or Sell Advice

The Allianzgi recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Allianzgi Health Sciences. Macroaxis does not own or have any residual interests in Allianzgi Health Sciences or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Allianzgi Health's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Allianzgi HealthBuy Allianzgi Health
Strong Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

LowDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Allianzgi Health Sciences has a Risk Adjusted Performance of (0.13), Jensen Alpha of 0.0264, Total Risk Alpha of 0.0563 and Treynor Ratio of (0.16)
Our advice module can be used to complement Allianzgi Health investment recommendation provided by average analyst sentiment. It analyzes the fund's potential to grow using fundamental, technical, data market data available at the time. Please makes use of Allianzgi Health number of employees and cash position weight to make buy, hold, or sell decision on Allianzgi Health Sciences.

Allianzgi Health Trading Alerts and Improvement Suggestions

Allianzgi Health generated a negative expected return over the last 90 days
The fund holds 96.91% of its assets under management (AUM) in equities

Allianzgi Health Returns Distribution Density

The distribution of Allianzgi Health's historical returns is an attempt to chart the future uncertainty of Allianzgi Health's future price movements. The chart of the probability distribution of Allianzgi Health stock daily returns describes the distribution of returns around its average expected value. We use Allianzgi Health Sciences price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Allianzgi Health returns is essential to provide solid investment advice for Allianzgi Health stock.
Mean Return-0.13Value At Risk-3
Potential Upside1.69Standard Deviation1.46
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Allianzgi Health historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Allianzgi Health Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Allianzgi Health or Virtus sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Allianzgi Health stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Allianzgi stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
0.026355
β
Beta against DOW0.87
σ
Overall volatility
1.50
Ir
Information ratio 0.0346

Allianzgi Health Volatility Alert

Allianzgi Health Sciences exhibits very low volatility with skewness of -0.44 and kurtosis of -0.54. However, we advise investors to further study Allianzgi Health Sciences technical indicators to make sure all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Allianzgi Health's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Allianzgi Health's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Allianzgi Health Implied Volatility

Allianzgi Health's implied volatility exposes the market's sentiment of Allianzgi Health Sciences stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Allianzgi Health's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Allianzgi Health stock will not fluctuate a lot when Allianzgi Health's options are near their expiration.

Allianzgi Health Fundamentals Vs Peers

Comparing Allianzgi Health's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Allianzgi Health's direct or indirect competition across all of the common fundamentals between Allianzgi Health and the related equities. This way, we can detect undervalued stocks with similar characteristics as Allianzgi Health or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Allianzgi Health's fundamental indicators could also be used in its relative valuation, which is a method of valuing Allianzgi Health by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Allianzgi Health to competition
FundamentalsAllianzgi HealthPeer Average
Net Asset195.35 M4.11 B
Minimum Initial Investment1000 K976.16 K
Last Dividend Paid0.240.65
Cash Position Weight3.09 %10.61 %
Equity Positions Weight96.91 %63.90 %

About Allianzgi Health Buy or Sell Advice

When is the right time to buy or sell Allianzgi Health Sciences? Buying financial instruments such as Allianzgi Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although Allianzgi Health investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Allianzgi Health in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Rubber and Plastic
Rubber and Plastic Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Rubber and Plastic theme has 56 constituents.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Rubber and Plastic Theme or any other thematic opportunities.
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Please continue to Allianzgi Health Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Allianzgi Health Sciences information on this page should be used as a complementary analysis to other Allianzgi Health's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.

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When running Allianzgi Health Sciences price analysis, check to measure Allianzgi Health's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Allianzgi Health is operating at the current time. Most of Allianzgi Health's value examination focuses on studying past and present price action to predict the probability of Allianzgi Health's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Allianzgi Health's price. Additionally, you may evaluate how the addition of Allianzgi Health to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Allianzgi Health's value and its price as these two are different measures arrived at by different means. Investors typically determine Allianzgi Health value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Allianzgi Health's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.