ORSIX Mutual Fund Buy Hold or Sell Recommendation

ORSIX
 Fund
  

USD 11.44  0.02  0.18%   

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding OAK RIDGE DYNAMIC is 'Not Rated'. Macroaxis provides OAK RIDGE buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding ORSIX positions. The advice algorithm takes into account all of OAK RIDGE's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from OAK RIDGE's buy-and-hold perspective. Please check OAK RIDGE 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 ORSIX and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards OAK RIDGE DYNAMIC.

Execute OAK RIDGE Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell OAK RIDGEBuy OAK RIDGE
Strong Sell

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 OAK RIDGE DYNAMIC has a Mean Deviation of 1.36, Semi Deviation of 1.6, Standard Deviation of 1.82, Variance of 3.3, Downside Variance of 3.07 and Semi Variance of 2.56
Our trade recommendations tool can cross-verify current analyst consensus on OAK RIDGE DYNAMIC and to analyze the fund potential to grow for few more years. Please employ OAK RIDGE one year return and equity positions weight to make buy, hold, or sell decision on OAK RIDGE DYNAMIC.

OAK RIDGE Trading Alerts and Improvement Suggestions

The fund maintains 98.38% of its assets in stocks

OAK RIDGE Returns Distribution Density

The distribution of OAK RIDGE's historical returns is an attempt to chart the uncertainty of OAK RIDGE's future price movements. The chart of the probability distribution of OAK RIDGE stock daily returns describes the distribution of returns around its average expected value. We use OAK RIDGE DYNAMIC price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of OAK RIDGE returns is essential to provide solid investment advice for OAK RIDGE.
Mean Return0.12Value At Risk-2.61
Potential Upside3.21Standard Deviation1.82
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of OAK RIDGE 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.

OAK RIDGE 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 OAK RIDGE or North Square 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 OAK RIDGE'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 ORSIX 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
-0.0049
β
Beta against NYSE Composite1.18
σ
Overall volatility
1.84
Ir
Information ratio 0.0069

OAK RIDGE Volatility Alert

OAK RIDGE DYNAMIC has relatively low volatility with skewness of 0.46 and kurtosis of 0.78. However, we advise all investors to independently investigate OAK RIDGE DYNAMIC to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure OAK RIDGE'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 OAK RIDGE'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.

OAK RIDGE Fundamentals Vs Peers

Comparing OAK RIDGE'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 OAK RIDGE's direct or indirect competition across all of the common fundamentals between OAK RIDGE and the related equities. This way, we can detect undervalued stocks with similar characteristics as OAK RIDGE or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of OAK RIDGE's fundamental indicators could also be used in its relative valuation, which is a method of valuing OAK RIDGE by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare OAK RIDGE to competition
FundamentalsOAK RIDGEPeer Average
Price to Earning16.34 X6.53 X
Price to Book2.33 X0.74 X
Price to Sales0.82 X0.61 X
One Year Return(0.44) %4.15 %
Three Year Return4.70 %3.60 %
Net Asset20.32 M4.11 B
Minimum Initial Investment1000 K976.16 K
Last Dividend Paid0.010.65
Cash Position Weight1.62 %10.61 %
Equity Positions Weight98.38 %63.90 %

About OAK RIDGE Buy or Sell Advice

When is the right time to buy or sell OAK RIDGE DYNAMIC? Buying financial instruments such as ORSIX 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 OAK RIDGE 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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Monster Funds Theme
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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 Monster Funds Theme or any other thematic opportunities.
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Please check OAK RIDGE 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. You can also try Probability Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.

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