Income Mutual Fund Buy Hold or Sell Recommendation

CIMEX
 Fund
  

USD 24.21  0.13  0.54%   

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

Execute Income Fund Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Income FundBuy Income Fund
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 The Income Fund has a Mean Deviation of 0.6249, Semi Deviation of 0.8959, Standard Deviation of 0.8211, Variance of 0.6742, Downside Variance of 0.8727 and Semi Variance of 0.8026
Our trade recommendations module complements current analysts and expert consensus on The Income Fund. It analyzes the fund potential to grow using all fundamental, technical, and market related data available at the time. Use Income Fund price to book, three year return, as well as the relationship between the Three Year Return and cash position weight to ensure your buy or sell decision on Income Fund is adequate.

Income Fund Trading Alerts and Improvement Suggestions

Income Fund is unlikely to experience financial distress in the next 2 years
The fund holds about 8.09% of its assets under management (AUM) in cash

Income Fund Returns Distribution Density

The distribution of Income Fund's historical returns is an attempt to chart the uncertainty of Income Fund's future price movements. The chart of the probability distribution of Income Fund stock daily returns describes the distribution of returns around its average expected value. We use The Income Fund price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Income Fund returns is essential to provide solid investment advice for Income Fund.
Mean Return0.0134Value At Risk-1.5
Potential Upside1.06Standard Deviation0.82
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Income 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.

Income 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 Income 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 Income 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 Income 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
0.00003638
β
Beta against DOW0.0431
σ
Overall volatility
0.79
Ir
Information ratio -0.09

Income Fund Volatility Alert

The Income Fund has low volatility with Treynor Ratio of 0.08, Maximum Drawdown of 3.73 and kurtosis of 1.3. However, we advice all investors to further analyze The Income Fund to make certain all market information is desiminated and is consistent with the current expectations about Income Fund upside potential. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Income 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 Income 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.

Income Fund Fundamentals Vs Peers

Comparing Income 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 Income Fund's direct or indirect competition across all of the common fundamentals between Income Fund and the related equities. This way, we can detect undervalued stocks with similar characteristics as Income Fund or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Income Fund's fundamental indicators could also be used in its relative valuation, which is a method of valuing Income Fund by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Income Fund to competition
FundamentalsIncome FundPeer Average
Price to Earning19.48 X6.53 X
Price to Book2.93 X0.74 X
Price to Sales2.18 X0.61 X
One Year Return2.17 %4.15 %
Three Year Return3.09 %3.60 %
Five Year Return4.09 %3.24 %
Ten Year Return7.88 %1.79 %
Net Asset126.27 B4.11 B
Last Dividend Paid0.150.65
Cash Position Weight8.09 %10.61 %
Equity Positions Weight67.27 %63.90 %
Bond Positions Weight2.93 %11.24 %

About Income Fund Buy or Sell Advice

When is the right time to buy or sell The Income Fund? Buying financial instruments such as Income 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 Income 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.

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Continue to Income 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 Income Fund information on this page should be used as a complementary analysis to other Income 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 ETF Directory module to find actively traded Exchange Traded Funds (ETF) from around the world.

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