Advisors Mutual Fund Buy Hold or Sell Recommendation

ACTIX
 Fund
  

USD 9.28  0.05  0.54%   

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

Execute Advisors Capital Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Advisors CapitalBuy Advisors Capital
Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very LowDetails

Economic Sensitivity

Barely shadows the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Advisors Capital Tactical has a Risk Adjusted Performance of (0.018912), Jensen Alpha of (0.005215), Total Risk Alpha of (0.003486), Sortino Ratio of 0.0194 and Treynor Ratio of (0.048882)
We provide trade advice to complement the prevailing expert consensus on Advisors Capital Tactical. Our dynamic recommendation engine uses a multidimensional algorithm to analyze the fund's potential to grow using all technical and fundamental data available at the time. Use Advisors Capital Tactical five year return and equity positions weight to ensure your buy or sell decision on Advisors Capital Tactical is adequate.

Advisors Capital Trading Alerts and Improvement Suggestions

Advisors Capital is unlikely to experience financial distress in the next 2 years
The fund generated five year return of -3.0%
Advisors Capital Tactical holds 96.93% of its assets under management (AUM) in equities

Advisors Capital Returns Distribution Density

The distribution of Advisors Capital's historical returns is an attempt to chart the future uncertainty of Advisors Capital's future price movements. The chart of the probability distribution of Advisors Capital stock daily returns describes the distribution of returns around its average expected value. We use Advisors Capital Tactical price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Advisors Capital returns is essential to provide solid investment advice for Advisors Capital stock.
Mean Return0.002281Value At Risk-0.54
Potential Upside0.54Standard Deviation0.36
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Advisors Capital 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.

Advisors Capital 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 Advisors Capital or American Century 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 Advisors Capital 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 Advisors 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
-0.0052
β
Beta against DOW0.16
σ
Overall volatility
0.36
Ir
Information ratio 0.0225

Advisors Capital Volatility Alert

Advisors Capital Tactical exhibits very low volatility with skewness of -0.9 and kurtosis of 3.74. However, we advise investors to further study Advisors Capital Tactical 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 Advisors Capital'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 Advisors Capital'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.

Advisors Capital Implied Volatility

Advisors Capital's implied volatility" href="/stock-options/ACTIX/Advisors-Capital-Tactical">Advisors Capital's implied volatility exposes the market's sentiment of Advisors Capital Tactical stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Advisors Capital's implied volatility" href="/stock-options/ACTIX/Advisors-Capital-Tactical">Advisors Capital'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 Advisors Capital stock will not fluctuate a lot when Advisors Capital's options" href="/stock-options/ACTIX/Advisors-Capital-Tactical">Advisors Capital's options are near their expiration.

Advisors Capital Fundamentals Vs Peers

Comparing Advisors Capital'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 Advisors Capital's direct or indirect competition across all of the common fundamentals between Advisors Capital and the related equities. This way, we can detect undervalued stocks with similar characteristics as Advisors Capital or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Advisors Capital's fundamental indicators could also be used in its relative valuation, which is a method of valuing Advisors Capital by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Advisors Capital to competition
FundamentalsAdvisors CapitalPeer Average
Price to Earning16.80 X6.53 X
Price to Book1.74 X0.74 X
Price to Sales1.56 X0.61 X
One Year Return3.06 %4.15 %
Three Year Return16.04 %3.60 %
Five Year Return(2.98) %3.24 %
Ten Year Return3.11 %1.79 %
Net Asset133.02 M4.11 B
Minimum Initial Investment2.5 K976.16 K
Last Dividend Paid0.150.65
Cash Position Weight3.07 %10.61 %
Equity Positions Weight96.93 %63.90 %

About Advisors Capital Buy or Sell Advice

When is the right time to buy or sell Advisors Capital Tactical? Buying financial instruments such as Advisors 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 Advisors Capital 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 Advisors Capital 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 Cars Thematic Idea Now

Cars
Cars Theme
Domestic and international companies involved in manufacturing and serving automobiles and trucks. The Cars 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 Cars Theme or any other thematic opportunities.
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Please continue to Advisors Capital 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 Advisors Capital Tactical information on this page should be used as a complementary analysis to other Advisors Capital'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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Please note, there is a significant difference between Advisors Capital's value and its price as these two are different measures arrived at by different means. Investors typically determine Advisors Capital value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Advisors Capital'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.