APPLESEED Mutual Fund Buy Hold or Sell Recommendation

APPIX
 Fund
  

USD 13.28  0.13  0.97%   

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

Execute APPLESEED FUND Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell APPLESEED FUNDBuy APPLESEED FUND
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 APPLESEED FUND APPLESEED has a Risk Adjusted Performance of (0.037332), Jensen Alpha of (0.06), Total Risk Alpha of (0.07) and Treynor Ratio of (0.06)
Our trade advice tool can cross-verify current analyst consensus on APPLESEED FUND APPLESEED and to analyze the fund potential to grow next year. Use APPLESEED FUND APPLESEED one year return and last dividend paid to ensure your buy or sell decision on APPLESEED FUND APPLESEED is adequate.

APPLESEED FUND Trading Alerts and Improvement Suggestions

APPLESEED FUND APPLESEED generated five year return of 0.0%

APPLESEED FUND Returns Distribution Density

The distribution of APPLESEED FUND's historical returns is an attempt to chart the uncertainty of APPLESEED FUND's future price movements. The chart of the probability distribution of APPLESEED FUND stock daily returns describes the distribution of returns around its average expected value. We use APPLESEED FUND APPLESEED price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of APPLESEED FUND returns is essential to provide solid investment advice for APPLESEED FUND.
Mean Return-0.02Value At Risk-1.26
Potential Upside1.45Standard Deviation0.87
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of APPLESEED FUND 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.

APPLESEED FUND 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 APPLESEED FUND or Appleseed Fund 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 APPLESEED FUND'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 APPLESEED 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
-0.06
β
Beta against NYSE Composite0.47
σ
Overall volatility
0.88
Ir
Information ratio -0.11

APPLESEED FUND Volatility Alert

APPLESEED FUND APPLESEED exhibits very low volatility with skewness of 0.35 and kurtosis of 0.31. However, we advise investors to further study APPLESEED FUND APPLESEED 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 APPLESEED FUND'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 APPLESEED FUND'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.

APPLESEED FUND Fundamentals Vs Peers

Comparing APPLESEED FUND'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 APPLESEED FUND's direct or indirect competition across all of the common fundamentals between APPLESEED FUND and the related equities. This way, we can detect undervalued stocks with similar characteristics as APPLESEED FUND or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of APPLESEED FUND's fundamental indicators could also be used in its relative valuation, which is a method of valuing APPLESEED FUND by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare APPLESEED FUND to competition
FundamentalsAPPLESEED FUNDPeer Average
Price to Earning8.46 X6.53 X
Price to Book1.19 X0.74 X
Price to Sales0.61 X0.61 X
One Year Return(5.53) %4.15 %
Three Year Return(2.05) %3.60 %
Five Year Return(0.31) %3.24 %
Ten Year Return3.76 %1.79 %
Net Asset123.94 M4.11 B
Minimum Initial Investment100 K976.16 K
Last Dividend Paid0.240.65
Cash Position Weight2.23 %10.61 %
Equity Positions Weight78.48 %63.90 %
Bond Positions Weight0.20 %11.24 %

About APPLESEED FUND Buy or Sell Advice

When is the right time to buy or sell APPLESEED FUND APPLESEED? Buying financial instruments such as APPLESEED 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 APPLESEED FUND 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 Management Thematic Idea Now

Management
Management Theme
Companies providing management services to businesses. The Management 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 Management Theme or any other thematic opportunities.
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Please continue to APPLESEED FUND 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 Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.

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