Avantis Mutual Fund Buy Hold or Sell Recommendation

AVGNX
 Fund
  

USD 9.35  0.01  0.11%   

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

Execute Avantis Short-Term Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Avantis Short-TermBuy Avantis Short-Term
Strong Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Barely shadows the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Avantis Short-Term Fixed has a Risk Adjusted Performance of (0.21), Jensen Alpha of (0.03158), Total Risk Alpha of (0.013339) and Treynor Ratio of (1.98)
We provide trade advice to complement the prevailing expert consensus on Avantis Short-Term Fixed. 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. Please confirm Avantis Short-Term Fixed number of employees to decide if your Avantis Short-Term Fixed buy or sell deciscion is justified.

Avantis Short-Term Trading Alerts and Improvement Suggestions

Avantis Short-Term generated a negative expected return over the last 90 days
Avantis Short-Term is unlikely to experience financial distress in the next 2 years
The fund holds about 95.89% of its assets under management (AUM) in fixed income securities

Avantis Short-Term Returns Distribution Density

The distribution of Avantis Short-Term's historical returns is an attempt to chart the future uncertainty of Avantis Short-Term's future price movements. The chart of the probability distribution of Avantis Short-Term stock daily returns describes the distribution of returns around its average expected value. We use Avantis Short-Term Fixed price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Avantis Short-Term returns is essential to provide solid investment advice for Avantis Short-Term stock.
Mean Return-0.02Value At Risk-0.32
Potential Upside0.32Standard Deviation0.22
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Avantis Short-Term 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.

Avantis Short-Term 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 Avantis Short-Term or Avantis Investors 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 Avantis Short-Term 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 Avantis 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
-0.03
β
Beta against DOW0.0171
σ
Overall volatility
0.22
Ir
Information ratio 0.47

Avantis Short-Term Volatility Alert

Avantis Short-Term Fixed exhibits very low volatility with skewness of -0.36 and kurtosis of 1.37. However, we advise investors to further study Avantis Short-Term Fixed 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 Avantis Short-Term'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 Avantis Short-Term'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.

Avantis Short-Term Implied Volatility

Avantis Short-Term's implied volatility exposes the market's sentiment of Avantis Short-Term Fixed stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Avantis Short-Term'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 Avantis Short-Term stock will not fluctuate a lot when Avantis Short-Term's options are near their expiration.

Avantis Short-Term Fundamentals Vs Peers

Comparing Avantis Short-Term'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 Avantis Short-Term's direct or indirect competition across all of the common fundamentals between Avantis Short-Term and the related equities. This way, we can detect undervalued stocks with similar characteristics as Avantis Short-Term or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Avantis Short-Term's fundamental indicators could also be used in its relative valuation, which is a method of valuing Avantis Short-Term by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Avantis Short-Term to competition
FundamentalsAvantis Short-TermPeer Average
Net Asset15.08 M4.11 B
Cash Position Weight1.09 %10.61 %
Bond Positions Weight95.89 %11.24 %

About Avantis Short-Term Buy or Sell Advice

When is the right time to buy or sell Avantis Short-Term Fixed? Buying financial instruments such as Avantis 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 Avantis Short-Term 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 Avantis Short-Term 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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Obamacare Repeal
Obamacare Repeal Theme
Healthcare and drug manufacturing companies that will most likely be affected by the final stages of Obamacare repeal. The Obamacare Repeal theme has 54 constituents.
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 Obamacare Repeal Theme or any other thematic opportunities.
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Please continue to Avantis Short-Term 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 Avantis Short-Term Fixed information on this page should be used as a complementary analysis to other Avantis Short-Term'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 Piotroski F Score module to get Piotroski F Score based on binary analysis strategy of nine different fundamentals.

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