FUNDX Mutual Fund Buy Hold or Sell Recommendation

FUNDX
 Fund
  

USD 51.56  0.09  0.17%   

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

Execute Fund X Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Fund XBuy Fund X
Strong Hold

Volatility

Very steadyDetails

Hype Condition

Low keyDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Almost mirrors the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Fund X Upgrader has a Risk Adjusted Performance of (0.09), Jensen Alpha of (0.045432), Total Risk Alpha of (0.042849) and Treynor Ratio of (0.11)
Our investment recommendation tool can be used to complement Fund X trade advice provided by experts. It analyzes the fund's potential to grow against your specific risk preferences and investment horizon. Use Fund X Upgrader one year return and cash position weight to ensure your buy or sell decision on Fund X Upgrader is adequate.

Fund X Trading Alerts and Improvement Suggestions

Fund X Upgrader is unlikely to experience financial distress in the next 2 years
Latest headline from citywireusa.com: Goldman manager steps off 2.4bn fund for new role - Citywire USA
The fund retains 96.21% of its assets under management (AUM) in equities

Fund X Returns Distribution Density

The distribution of Fund X's historical returns is an attempt to chart the future uncertainty of Fund X's future price movements. The chart of the probability distribution of Fund X stock daily returns describes the distribution of returns around its average expected value. We use Fund X Upgrader price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Fund X returns is essential to provide solid investment advice for Fund X stock.
Mean Return-0.09Value At Risk-2.62
Potential Upside1.78Standard Deviation1.28
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Fund X 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.

Fund X 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 Fund X or Fund X 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 Fund X 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 FUNDX 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
-0.05
β
Beta against DOW0.93
σ
Overall volatility
1.24
Ir
Information ratio -0.03

Fund X Volatility Alert

Fund X Upgrader exhibits very low volatility with skewness of -0.53 and kurtosis of 0.64. However, we advise investors to further study Fund X Upgrader 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 Fund X'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 Fund X'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.

Fund X Implied Volatility

Fund X's implied volatility" href="/stock-options/FUNDX/Fund-X-Upgrader">Fund X's implied volatility exposes the market's sentiment of Fund X Upgrader stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Fund X's implied volatility" href="/stock-options/FUNDX/Fund-X-Upgrader">Fund X'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 Fund X stock will not fluctuate a lot when Fund X's options" href="/stock-options/FUNDX/Fund-X-Upgrader">Fund X's options are near their expiration.

Fund X Fundamentals Vs Peers

Comparing Fund X'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 Fund X's direct or indirect competition across all of the common fundamentals between Fund X and the related equities. This way, we can detect undervalued stocks with similar characteristics as Fund X or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Fund X's fundamental indicators could also be used in its relative valuation, which is a method of valuing Fund X by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Fund X to competition
FundamentalsFund XPeer Average
Price to Earning18.48 X6.53 X
Price to Book2.06 X0.74 X
Price to Sales1.40 X0.61 X
One Year Return9.95 %4.15 %
Three Year Return9.33 %3.60 %
Five Year Return6.59 %3.24 %
Ten Year Return9.53 %1.79 %
Net Asset233.04 M4.11 B
Minimum Initial Investment1 K976.16 K
Cash Position Weight2.98 %10.61 %
Equity Positions Weight96.21 %63.90 %
Bond Positions Weight0.02 %11.24 %

About Fund X Buy or Sell Advice

When is the right time to buy or sell Fund X Upgrader? Buying financial instruments such as FUNDX 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 Fund X 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 Fund X 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 Gold and Gold Mining Thematic Idea Now

Gold and Gold Mining
Gold and Gold Mining Theme
Large and mid-size companies, ETFs and funds that are either investing, exploring or producing, gold or indirectly involved in trading or making gold products. The Gold and Gold Mining theme has 100 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 Gold and Gold Mining Theme or any other thematic opportunities.
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Please check Fund X 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 Fund X Upgrader information on this page should be used as a complementary analysis to other Fund X'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 Price Transformation module to use Price Transformation models to analyze depth of different equity instruments across global markets.

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When running Fund X Upgrader price analysis, check to measure Fund X'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 Fund X is operating at the current time. Most of Fund X's value examination focuses on studying past and present price action to predict the probability of Fund X's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Fund X's price. Additionally, you may evaluate how the addition of Fund X to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Fund X's value and its price as these two are different measures arrived at by different means. Investors typically determine Fund X value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fund X'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.