Growth Mutual Fund Buy Hold or Sell Recommendation

CGFCX
 Fund
  

USD 45.44  0.97  2.09%   

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

Execute Growth Fund Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Growth FundBuy Growth Fund
Strong 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 The Growth Fund has a Risk Adjusted Performance of (0.001514), Jensen Alpha of 0.0446, Total Risk Alpha of 0.05 and Treynor Ratio of (0.012532)
The Growth Fund investment recommendation module can be used to check and cross-verify current trade recommendations provided by analysts evaluating the entity's potential to grow using all of fundamental, technical, data market data available at the time. Use Growth Fund price to book, one year return, as well as the relationship between the One Year Return and cash position weight to ensure your buy or sell decision on Growth Fund is adequate.

Growth Fund Trading Alerts and Improvement Suggestions

Growth Fund generated a negative expected return over the last 90 days
The fund holds about 9.53% of its assets under management (AUM) in cash

Growth Fund Returns Distribution Density

The distribution of Growth Fund's historical returns is an attempt to chart the uncertainty of Growth Fund's future price movements. The chart of the probability distribution of Growth Fund stock daily returns describes the distribution of returns around its average expected value. We use The Growth Fund price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Growth Fund returns is essential to provide solid investment advice for Growth Fund.
Mean Return-0.0055Value At Risk-2.16
Potential Upside2.81Standard Deviation1.54
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Growth 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.

Growth 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 Growth Fund or American 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 Growth 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 Growth 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
0.044636
β
Beta against DOW1.24
σ
Overall volatility
1.49
Ir
Information ratio 0.0214

Growth Fund Volatility Alert

The Growth Fund exhibits very low volatility with skewness of -0.02 and kurtosis of 0.17. However, we advise investors to further study The Growth Fund 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 Growth 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 Growth 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.

Growth Fund Fundamentals Vs Peers

Comparing Growth 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 Growth Fund's direct or indirect competition across all of the common fundamentals between Growth Fund and the related equities. This way, we can detect undervalued stocks with similar characteristics as Growth Fund or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Growth Fund's fundamental indicators could also be used in its relative valuation, which is a method of valuing Growth Fund by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Growth Fund to competition
FundamentalsGrowth FundPeer Average
Price to Earning2.03 X6.53 X
Price to Book3.24 X0.74 X
Price to Sales1.91 X0.61 X
One Year Return18.70 %4.15 %
Three Year Return11.99 %3.60 %
Five Year Return10.76 %3.24 %
Ten Year Return12.77 %1.79 %
Net Asset278.46 B4.11 B
Cash Position Weight9.53 %10.61 %
Equity Positions Weight89.89 %63.90 %

About Growth Fund Buy or Sell Advice

When is the right time to buy or sell The Growth Fund? Buying financial instruments such as Growth 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 Growth 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 SRI Sustainable Growth Thematic Idea Now

SRI Sustainable Growth
SRI Sustainable Growth Theme
Socially responsible investments that include companies making a positive, sustainable or social impact and exclude those making a negative impact. The SRI Sustainable Growth theme has 45 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 SRI Sustainable Growth Theme or any other thematic opportunities.
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Continue to Growth 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. Note that the Growth Fund information on this page should be used as a complementary analysis to other Growth Fund'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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When running Growth Fund price analysis, check to measure Growth Fund's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Growth Fund is operating at the current time. Most of Growth Fund's value examination focuses on studying past and present price action to predict the probability of Growth Fund's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Growth Fund's price. Additionally, you may evaluate how the addition of Growth Fund to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Growth Fund's value and its price as these two are different measures arrived at by different means. Investors typically determine Growth Fund value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Growth 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.