CASTLE Mutual Fund Buy Hold or Sell Recommendation

MOATX
 Fund
  

USD 20.93  0.02  0.1%   

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

Execute CASTLE FOCUS Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell CASTLE FOCUSBuy CASTLE FOCUS
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 CASTLE FOCUS FUND has a Risk Adjusted Performance of 0.1595, Jensen Alpha of 0.0419, Total Risk Alpha of 0.0397, Sortino Ratio of 0.0151 and Treynor Ratio of 0.1543
Our investment recommendation module complements current analysts and expert consensus on CASTLE FOCUS. It analyzes the entity potential to grow using all fundamental, technical, and market related data available right now. Use CASTLE FOCUS FUND price to earning, three year return, as well as the relationship between the Three Year Return and equity positions weight to ensure your buy or sell decision on CASTLE FOCUS FUND is adequate.

CASTLE FOCUS Trading Alerts and Improvement Suggestions

CASTLE FOCUS FUND is unlikely to experience financial distress in the next 2 years
The fund maintains about 17.16% of its assets in cash

CASTLE FOCUS Returns Distribution Density

The distribution of CASTLE FOCUS's historical returns is an attempt to chart the uncertainty of CASTLE FOCUS's future price movements. The chart of the probability distribution of CASTLE FOCUS stock daily returns describes the distribution of returns around its average expected value. We use CASTLE FOCUS FUND price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of CASTLE FOCUS returns is essential to provide solid investment advice for CASTLE FOCUS.
Mean Return0.12Value At Risk-1.49
Potential Upside2.08Standard Deviation1.10
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of CASTLE FOCUS 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.

CASTLE FOCUS 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 CASTLE FOCUS or Castle Investment Management 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 CASTLE FOCUS'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 CASTLE 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 NYSE Composite
0.041898
β
Beta against NYSE Composite0.72
σ
Overall volatility
1.12
Ir
Information ratio 0.0139

CASTLE FOCUS Volatility Alert

CASTLE FOCUS FUND has relatively low volatility with skewness of 0.27 and kurtosis of -0.06. However, we advise all investors to independently investigate CASTLE FOCUS FUND to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure CASTLE FOCUS'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 CASTLE FOCUS'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.

CASTLE FOCUS Fundamentals Vs Peers

Comparing CASTLE FOCUS'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 CASTLE FOCUS's direct or indirect competition across all of the common fundamentals between CASTLE FOCUS and the related equities. This way, we can detect undervalued stocks with similar characteristics as CASTLE FOCUS or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of CASTLE FOCUS's fundamental indicators could also be used in its relative valuation, which is a method of valuing CASTLE FOCUS by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare CASTLE FOCUS to competition
FundamentalsCASTLE FOCUSPeer Average
Price to Earning22.46 X6.53 X
Price to Book2.37 X0.74 X
Price to Sales1.88 X0.61 X
One Year Return(0.49) %4.15 %
Three Year Return1.69 %3.60 %
Five Year Return3.71 %3.24 %
Net Asset46.33 M4.11 B
Minimum Initial Investment4 K976.16 K
Last Dividend Paid0.090.65
Cash Position Weight17.16 %10.61 %
Equity Positions Weight82.84 %63.90 %

About CASTLE FOCUS Buy or Sell Advice

When is the right time to buy or sell CASTLE FOCUS FUND? Buying financial instruments such as CASTLE 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 CASTLE FOCUS 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 Compulsion Thematic Idea Now

Compulsion
Compulsion Theme
Companies involved in research, development, and manufacturing of products with compulsion characteristics such as cigarettes, addictive drugs and alcohol. The Compulsion 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 Compulsion Theme or any other thematic opportunities.
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Additionally, see CASTLE FOCUS 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. 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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Please note, there is a significant difference between CASTLE FOCUS's value and its price as these two are different measures arrived at by different means. Investors typically determine CASTLE FOCUS value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, CASTLE FOCUS'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.