Conservative Mutual Fund Buy Hold or Sell Recommendation

LUNAX
 Fund
  

USD 10.67  0.07  0.66%   

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Conservative Balanced Allocation is 'Not Rated'. Macroaxis provides Conservative Balanced buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding LUNAX positions. The advice algorithm takes into account all of Conservative Balanced's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from Conservative Balanced's buy-and-hold perspective. Additionally, see Conservative Balanced 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 Conservative and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Conservative Balanced Allocation.

Execute Conservative Balanced Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Conservative BalancedBuy Conservative Balanced
Cautious Hold

Volatility

Slightly riskyDetails

Hype Condition

Under hypedDetails

Current Valuation

UndervaluedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Slowly supersedes the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Conservative Balanced Allocation has a Mean Deviation of 0.4876, Semi Deviation of 0.6977, Standard Deviation of 0.7168, Variance of 0.5139, Downside Variance of 0.8075 and Semi Variance of 0.4868
Our trade advice tool can cross-verify current analyst consensus on Conservative Balanced and to analyze the fund potential to grow in the current economic cycle. Please makes use of Conservative Balanced number of employees and cash position weight to make buy, hold, or sell decision on Conservative Balanced.

Conservative Balanced Trading Alerts and Improvement Suggestions

Conservative Balanced is unlikely to experience financial distress in the next 2 years
The fund maintains about 22.68% of its assets in cash

Conservative Balanced Returns Distribution Density

The distribution of Conservative Balanced's historical returns is an attempt to chart the future uncertainty of Conservative Balanced's future price movements. The chart of the probability distribution of Conservative Balanced stock daily returns describes the distribution of returns around its average expected value. We use Conservative Balanced Allocation price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Conservative Balanced returns is essential to provide solid investment advice for Conservative Balanced stock.
Mean Return0.05Value At Risk-0.95
Potential Upside0.97Standard Deviation0.72
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Conservative Balanced 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.

Conservative Balanced 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 Conservative Balanced or Saratoga 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 Conservative Balanced'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 Conservative 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
0.036605
β
Beta against DOW0.038
σ
Overall volatility
0.71
Ir
Information ratio -0.07

Conservative Balanced Volatility Alert

Conservative Balanced Allocation has low volatility with Treynor Ratio of 1.06, Maximum Drawdown of 4.29 and kurtosis of 5.55. However, we advice all investors to further analyze Conservative Balanced Allocation to make certain all market information is desiminated and is consistent with the current expectations about Conservative Balanced upside potential. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Conservative Balanced'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 Conservative Balanced'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.

Conservative Balanced Implied Volatility

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

Conservative Balanced Fundamentals Vs Peers

Comparing Conservative Balanced'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 Conservative Balanced's direct or indirect competition across all of the common fundamentals between Conservative Balanced and the related equities. This way, we can detect undervalued stocks with similar characteristics as Conservative Balanced or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Conservative Balanced's fundamental indicators could also be used in its relative valuation, which is a method of valuing Conservative Balanced by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Conservative Balanced to competition
FundamentalsConservative BalancedPeer Average
One Year Return4.96 %4.15 %
Net Asset2.82 M4.11 B
Minimum Initial Investment2.5 K976.16 K
Last Dividend Paid0.050.65
Cash Position Weight22.68 %10.61 %
Equity Positions Weight44.74 %63.90 %
Bond Positions Weight30.73 %11.24 %

About Conservative Balanced Buy or Sell Advice

When is the right time to buy or sell Conservative Balanced Allocation? Buying financial instruments such as Conservative 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 Conservative Balanced 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 Conservative Balanced 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 Tech Growth Thematic Idea Now

Tech Growth
Tech Growth Theme
Instruments that are typically traded at high earnings multiples compared to their competitors and other sectors and have been known to drive market cycles frequently. The Tech Growth theme has 65 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 Tech Growth Theme or any other thematic opportunities.
View All  Next Launch
Additionally, see Conservative Balanced 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 Conservative Balanced information on this page should be used as a complementary analysis to other Conservative Balanced'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 Bond Directory module to find actively traded corporate debentures issued by US companies.

Complementary Tools for Conservative Mutual Fund analysis

When running Conservative Balanced price analysis, check to measure Conservative Balanced'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 Conservative Balanced is operating at the current time. Most of Conservative Balanced's value examination focuses on studying past and present price action to predict the probability of Conservative Balanced's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Conservative Balanced's price. Additionally, you may evaluate how the addition of Conservative Balanced to your portfolios can decrease your overall portfolio volatility.
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
Go
Probability Of Bankruptcy
Get analysis of equity chance of financial distress in the next 2 years
Go
Technical Analysis
Check basic technical indicators and analysis based on most latest market data
Go
Financial Widgets
Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets
Go
ETF Directory
Find actively traded Exchange Traded Funds (ETF) from around the world
Go
Stock Screener
Find equities using custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.
Go
Please note, there is a significant difference between Conservative Balanced's value and its price as these two are different measures arrived at by different means. Investors typically determine Conservative Balanced value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Conservative Balanced'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.