WESTERN Mutual Fund Buy Hold or Sell Recommendation

LAAAX
 Fund
  

USD 9.00  0.05  0.55%   

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding WESTERN ASSET MACRO is 'Cautious Hold'. Macroaxis provides WESTERN ASSET buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding LAAAX positions. The advice algorithm takes into account all of WESTERN ASSET's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from WESTERN ASSET's buy-and-hold perspective. Additionally, see WESTERN ASSET 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 WESTERN and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards WESTERN ASSET MACRO.

Execute WESTERN ASSET Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell WESTERN ASSETBuy WESTERN ASSET
Cautious Hold

Volatility

Details

Hype Condition

Details

Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

Details

Analyst Consensus

Not Available
Details
For the selected time horizon WESTERN ASSET MACRO has a Mean Deviation of 0.6938, Standard Deviation of 0.8775 and Variance of 0.77
We provide recommendation to complement the prevalent expert consensus on WESTERN ASSET MACRO. Our dynamic recommendation engine utilizes a multidimensional algorithm to analyze the fund's potential to grow using all technical and fundamental data available now. Please utilize WESTERN ASSET MACRO number of employees and net asset to make buy, hold, or sell decision on WESTERN ASSET MACRO.

WESTERN ASSET Trading Alerts and Improvement Suggestions

WESTERN ASSET MACRO generated a negative expected return over the last 90 days
WESTERN ASSET MACRO is unlikely to experience financial distress in the next 2 years
The fund maintains about 63.48% of its assets in bonds

WESTERN ASSET Returns Distribution Density

The distribution of WESTERN ASSET's historical returns is an attempt to chart the uncertainty of WESTERN ASSET's future price movements. The chart of the probability distribution of WESTERN ASSET stock daily returns describes the distribution of returns around its average expected value. We use WESTERN ASSET MACRO price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of WESTERN ASSET returns is essential to provide solid investment advice for WESTERN ASSET.
Mean Return-0.06Value At Risk-1.47
Potential Upside1.40Standard Deviation0.88
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of WESTERN ASSET 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.

WESTERN ASSET 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 WESTERN ASSET or Franklin Templeton Investments 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 WESTERN ASSET's price will be affected by overall mutual fund 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 WESTERN fund'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 NYSE Composite
-0.07
β
Beta against NYSE Composite-0.06
σ
Overall volatility
0.89
Ir
Information ratio -0.16

WESTERN ASSET Volatility Alert

WESTERN ASSET MACRO exhibits very low volatility with skewness of 0.39 and kurtosis of 0.39. However, we advise investors to further study WESTERN ASSET MACRO technical indicators to ensure that 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 WESTERN ASSET's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact WESTERN ASSET'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.

WESTERN ASSET Fundamentals Vs Peers

Comparing WESTERN ASSET'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 WESTERN ASSET's direct or indirect competition across all of the common fundamentals between WESTERN ASSET and the related equities. This way, we can detect undervalued stocks with similar characteristics as WESTERN ASSET or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of WESTERN ASSET's fundamental indicators could also be used in its relative valuation, which is a method of valuing WESTERN ASSET by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare WESTERN ASSET to competition
FundamentalsWESTERN ASSETPeer Average
One Year Return4.52 %4.15 %
Three Year Return3.61 %3.60 %
Five Year Return4.42 %3.24 %
Net Asset666.32 M4.11 B
Cash Position Weight3.17 %10.61 %
Equity Positions Weight(0.37) %63.90 %
Bond Positions Weight63.48 %11.24 %

About WESTERN ASSET Buy or Sell Advice

When is the right time to buy or sell WESTERN ASSET MACRO? Buying financial instruments such as WESTERN Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the 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. 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 WESTERN ASSET 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.

Did You Try This Idea?

Run Consumer Thematic Idea Now

Consumer
Consumer Theme
Funds or Etfs that invest in consumer products such as packaged goods, clothing, food, beverages and retail services. The Consumer theme has 40 constituents at this time.
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 Consumer Theme or any other thematic opportunities.
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Additionally, see WESTERN ASSET 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 WESTERN ASSET MACRO information on this page should be used as a complementary analysis to other WESTERN ASSET'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 Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..

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Please note, there is a significant difference between WESTERN ASSET's value and its price as these two are different measures arrived at by different means. Investors typically determine WESTERN ASSET value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WESTERN ASSET'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.