Brandywineglobal Mutual Fund Buy Hold or Sell Recommendation

BCAAX
 Fund
  

USD 9.96  0.01  0.10%   

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

Execute Brandywineglobal Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell BrandywineglobalBuy Brandywineglobal
Cautious 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 Brandywineglobal Corporate Credit has a Mean Deviation of 0.3093, Standard Deviation of 0.403 and Variance of 0.1624
We provide trade advice to complement the prevailing expert consensus on Brandywineglobal Cor. 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 makes use of Brandywineglobal number of employees and ten year return to make buy, hold, or sell decision on Brandywineglobal Cor.

Brandywineglobal Trading Alerts and Improvement Suggestions

Brandywineglobal Cor generated a negative expected return over the last 90 days
Brandywineglobal Cor is unlikely to experience financial distress in the next 2 years
On 31st of October 2022 Brandywineglobal paid $ 0.0464 per share dividend to its current shareholders
The fund generated five year return of -4.0%
Brandywineglobal Cor holds about 11.11% of its assets under management (AUM) in cash

Brandywineglobal Returns Distribution Density

The distribution of Brandywineglobal's historical returns is an attempt to chart the uncertainty of Brandywineglobal's future price movements. The chart of the probability distribution of Brandywineglobal stock daily returns describes the distribution of returns around its average expected value. We use Brandywineglobal Corporate Credit price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Brandywineglobal returns is essential to provide solid investment advice for Brandywineglobal.
Mean Return-0.02Value At Risk-0.7
Potential Upside0.52Standard Deviation0.40
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Brandywineglobal 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.

Brandywineglobal 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 Brandywineglobal or Franklin Templeton 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 Brandywineglobal'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 Brandywineglobal 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 DOW
-0.03
β
Beta against DOW0.0414
σ
Overall volatility
0.40
Ir
Information ratio -0.13

Brandywineglobal Volatility Alert

Brandywineglobal Corporate Credit exhibits very low volatility with skewness of 0.24 and kurtosis of 0.23. However, we advise investors to further study Brandywineglobal Corporate Credit 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 Brandywineglobal'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 Brandywineglobal'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.

Brandywineglobal Fundamentals Vs Peers

Comparing Brandywineglobal'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 Brandywineglobal's direct or indirect competition across all of the common fundamentals between Brandywineglobal and the related equities. This way, we can detect undervalued stocks with similar characteristics as Brandywineglobal or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Brandywineglobal's fundamental indicators could also be used in its relative valuation, which is a method of valuing Brandywineglobal by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Brandywineglobal to competition
FundamentalsBrandywineglobalPeer Average
One Year Return(8.97) %4.15 %
Three Year Return13.47 %3.60 %
Five Year Return(4.34) %3.24 %
Ten Year Return1.00 %1.79 %
Net Asset1.35 B4.11 B
Last Dividend Paid0.050.65
Cash Position Weight11.11 %10.61 %
Bond Positions Weight14.61 %11.24 %

About Brandywineglobal Buy or Sell Advice

When is the right time to buy or sell Brandywineglobal Corporate Credit? Buying financial instruments such as Brandywineglobal 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 Brandywineglobal 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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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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Continue to Brandywineglobal 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 Brandywineglobal Cor information on this page should be used as a complementary analysis to other Brandywineglobal'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 Insider Screener module to find insiders across different sectors to evaluate their impact on performance.

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