Optimum Mutual Fund Buy Hold or Sell Recommendation

OASVX
 Fund
  

USD 12.83  0.13  1.00%   

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

Execute Optimum Small Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Optimum SmallBuy Optimum Small
Strong Sell

Volatility

Not too volatileDetails

Hype Condition

StaleDetails

Current Valuation

OvervaluedDetails

Odds of Distress

Below AverageDetails

Economic Sensitivity

Barely shadows the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Optimum Small Cap has a Mean Deviation of 1.33, Standard Deviation of 1.74 and Variance of 3.01
Our trade recommendations tool can cross-verify current analyst consensus on Optimum Small Cap and to analyze the entity potential to grow in the current economic cycle. Use Optimum Small Cap price to earning, 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 Optimum Small Cap is adequate.

Optimum Small Trading Alerts and Improvement Suggestions

Optimum Small Cap generated a negative expected return over the last 90 days
Optimum Small Cap generated five year return of -3.0%
This fund maintains 97.35% of its assets in stocks

Optimum Small Returns Distribution Density

The distribution of Optimum Small's historical returns is an attempt to chart the future uncertainty of Optimum Small's future price movements. The chart of the probability distribution of Optimum Small stock daily returns describes the distribution of returns around its average expected value. We use Optimum Small Cap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Optimum Small returns is essential to provide solid investment advice for Optimum Small stock.
Mean Return-0.24Value At Risk-3.07
Potential Upside2.37Standard Deviation1.74
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Optimum Small 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.

Optimum Small 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 Optimum Small or Delaware Funds by Macquarie 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 Optimum Small 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 Optimum 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
-0.24
β
Beta against DOW0.06
σ
Overall volatility
1.77
Ir
Information ratio -0.03

Optimum Small Volatility Alert

Optimum Small Cap exhibits very low volatility with skewness of -0.38 and kurtosis of 0.36. However, we advise investors to further study Optimum Small Cap 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 Optimum Small'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 Optimum Small'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.

Optimum Small Implied Volatility

Optimum Small's implied volatility exposes the market's sentiment of Optimum Small Cap stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Optimum Small'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 Optimum Small stock will not fluctuate a lot when Optimum Small's options are near their expiration.

Optimum Small Fundamentals Vs Peers

Comparing Optimum Small'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 Optimum Small's direct or indirect competition across all of the common fundamentals between Optimum Small and the related equities. This way, we can detect undervalued stocks with similar characteristics as Optimum Small or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Optimum Small's fundamental indicators could also be used in its relative valuation, which is a method of valuing Optimum Small by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Optimum Small to competition
FundamentalsOptimum SmallPeer Average
Price to Earning15.74 X6.53 X
Price to Book1.75 X0.74 X
Price to Sales0.97 X0.61 X
One Year Return(11.88) %4.15 %
Three Year Return(5.24) %3.60 %
Five Year Return(2.70) %3.24 %
Ten Year Return4.74 %1.79 %
Net Asset812.28 M4.11 B
Minimum Initial Investment1 K976.16 K
Last Dividend Paid0.090.65
Cash Position Weight2.51 %10.61 %
Equity Positions Weight97.35 %63.90 %

About Optimum Small Buy or Sell Advice

When is the right time to buy or sell Optimum Small Cap? Buying financial instruments such as Optimum 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 Optimum Small 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 Optimum Small 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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Marketing
Marketing Theme
Companies providing marketing and public relation (PR) services as well as news and media distribution. The Marketing theme has 30 constituents.
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 Marketing Theme or any other thematic opportunities.
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Please check Optimum Small 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 Optimum Small Cap information on this page should be used as a complementary analysis to other Optimum Small'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 Stock Screener module to find equities using custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..

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