GREAT-WEST Mutual Fund Buy Hold or Sell Recommendation

SFBPX
 Fund
  

USD 10.94  0.20  1.80%   

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding GREAT-WEST SECUREFOUNDATION BALANCED is 'Sell'. Macroaxis provides GREAT-WEST SECUREFOUNDATION buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SFBPX positions. The advice algorithm takes into account all of GREAT-WEST SECUREFOUNDATION's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from GREAT-WEST SECUREFOUNDATION's buy-and-hold perspective. Additionally, take a look at GREAT-WEST SECUREFOUNDATION 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 GREAT-WEST and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards GREAT-WEST SECUREFOUNDATION BALANCED.

Execute GREAT-WEST SECUREFOUNDATION Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell GREAT-WEST SECUREFOUNDATIONBuy GREAT-WEST SECUREFOUNDATION
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 GREAT-WEST SECUREFOUNDATION BALANCED has a Mean Deviation of 0.8525, Semi Deviation of 0.9572, Standard Deviation of 1.24, Variance of 1.54, Downside Variance of 1.44 and Semi Variance of 0.9163
Our advice tool can cross-verify current analyst consensus on GREAT-WEST SECUREFOUNDATION and to analyze the fund potential to grow for few more years. Use GREAT-WEST SECUREFOUNDATION number of employees and last dividend paid to ensure your buy or sell decision on GREAT-WEST SECUREFOUNDATION is adequate.

GREAT-WEST SECUREFOUNDATION Trading Alerts and Improvement Suggestions

The fund maintains about 39.4% of its assets in bonds

GREAT-WEST SECUREFOUNDATION Returns Distribution Density

The distribution of GREAT-WEST SECUREFOUNDATION's historical returns is an attempt to chart the uncertainty of GREAT-WEST SECUREFOUNDATION's future price movements. The chart of the probability distribution of GREAT-WEST SECUREFOUNDATION stock daily returns describes the distribution of returns around its average expected value. We use GREAT-WEST SECUREFOUNDATION BALANCED price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of GREAT-WEST SECUREFOUNDATION returns is essential to provide solid investment advice for GREAT-WEST SECUREFOUNDATION.
Mean Return0.0212Value At Risk-1.52
Potential Upside1.88Standard Deviation1.24
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of GREAT-WEST SECUREFOUNDATION 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.

GREAT-WEST SECUREFOUNDATION 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 GREAT-WEST SECUREFOUNDATION or Great-West Funds 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 GREAT-WEST SECUREFOUNDATION'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 GREAT-WEST 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
0.015852
β
Beta against NYSE Composite-0.04
σ
Overall volatility
1.27
Ir
Information ratio -0.08

GREAT-WEST SECUREFOUNDATION Volatility Alert

GREAT-WEST SECUREFOUNDATION BALANCED has relatively low volatility with skewness of 0.61 and kurtosis of 2.28. However, we advise all investors to independently investigate GREAT-WEST SECUREFOUNDATION BALANCED 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 GREAT-WEST SECUREFOUNDATION'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 GREAT-WEST SECUREFOUNDATION'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.

GREAT-WEST SECUREFOUNDATION Fundamentals Vs Peers

Comparing GREAT-WEST SECUREFOUNDATION'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 GREAT-WEST SECUREFOUNDATION's direct or indirect competition across all of the common fundamentals between GREAT-WEST SECUREFOUNDATION and the related equities. This way, we can detect undervalued stocks with similar characteristics as GREAT-WEST SECUREFOUNDATION or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of GREAT-WEST SECUREFOUNDATION's fundamental indicators could also be used in its relative valuation, which is a method of valuing GREAT-WEST SECUREFOUNDATION by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare GREAT-WEST SECUREFOUNDATION to competition
FundamentalsGREAT-WEST SECUREFOUNDATIONPeer Average
Price to Earning16.64 X6.53 X
Price to Book1.94 X0.74 X
Price to Sales1.24 X0.61 X
One Year Return6.15 %4.15 %
Three Year Return4.92 %3.60 %
Five Year Return4.98 %3.24 %
Net Asset26.51 M4.11 B
Last Dividend Paid0.250.65
Cash Position Weight0.99 %10.61 %
Equity Positions Weight59.25 %63.90 %
Bond Positions Weight39.40 %11.24 %

About GREAT-WEST SECUREFOUNDATION Buy or Sell Advice

When is the right time to buy or sell GREAT-WEST SECUREFOUNDATION BALANCED? Buying financial instruments such as GREAT-WEST 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 GREAT-WEST SECUREFOUNDATION 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 Outsourcing Thematic Idea Now

Outsourcing
Outsourcing Theme
Companies involved in providing outsourcing and staffing services to business across different domains. The Outsourcing 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 Outsourcing Theme or any other thematic opportunities.
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Additionally, take a look at GREAT-WEST SECUREFOUNDATION 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 GREAT-WEST SECUREFOUNDATION's value and its price as these two are different measures arrived at by different means. Investors typically determine GREAT-WEST SECUREFOUNDATION value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, GREAT-WEST SECUREFOUNDATION'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.