ALLIANZGI Mutual Fund Buy Hold or Sell Recommendation

PRAAX
 Fund
  

USD 32.01  0.79  2.41%   

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

Execute ALLIANZGI NFJ Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell ALLIANZGI NFJBuy ALLIANZGI NFJ
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 ALLIANZGI NFJ MID-CAP has a Risk Adjusted Performance of 0.0448, Jensen Alpha of 0.0438, Total Risk Alpha of (0.043325), Sortino Ratio of (0.008835) and Treynor Ratio of 0.6035
Our advice module can be used to complement ALLIANZGI NFJ investment recommendation provided by average analyst sentiment. It analyzes the fund's potential to grow using fundamental, technical, data market data available today. Use ALLIANZGI NFJ MID-CAP three year return and cash position weight to ensure your buy or sell decision on ALLIANZGI NFJ MID-CAP is adequate.

ALLIANZGI NFJ Trading Alerts and Improvement Suggestions

ALLIANZGI NFJ Returns Distribution Density

The distribution of ALLIANZGI NFJ's historical returns is an attempt to chart the uncertainty of ALLIANZGI NFJ's future price movements. The chart of the probability distribution of ALLIANZGI NFJ stock daily returns describes the distribution of returns around its average expected value. We use ALLIANZGI NFJ MID-CAP price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of ALLIANZGI NFJ returns is essential to provide solid investment advice for ALLIANZGI NFJ.
Mean Return0.06Value At Risk-2.73
Potential Upside3.12Standard Deviation2.11
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of ALLIANZGI NFJ 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.

ALLIANZGI NFJ 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 ALLIANZGI NFJ or Virtus 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 ALLIANZGI NFJ'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 ALLIANZGI 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
0.043791
β
Beta against NYSE Composite0.08
σ
Overall volatility
2.14
Ir
Information ratio -0.0078

ALLIANZGI NFJ Volatility Alert

ALLIANZGI NFJ MID-CAP has relatively low volatility with skewness of 0.84 and kurtosis of 2.34. However, we advise all investors to independently investigate ALLIANZGI NFJ MID-CAP 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 ALLIANZGI NFJ'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 ALLIANZGI NFJ'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.

ALLIANZGI NFJ Fundamentals Vs Peers

Comparing ALLIANZGI NFJ'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 ALLIANZGI NFJ's direct or indirect competition across all of the common fundamentals between ALLIANZGI NFJ and the related equities. This way, we can detect undervalued stocks with similar characteristics as ALLIANZGI NFJ or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of ALLIANZGI NFJ's fundamental indicators could also be used in its relative valuation, which is a method of valuing ALLIANZGI NFJ by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare ALLIANZGI NFJ to competition
FundamentalsALLIANZGI NFJPeer Average
Price to Earning15.51 X6.53 X
Price to Book1.95 X0.74 X
Price to Sales1.05 X0.61 X
One Year Return(2.80) %4.15 %
Three Year Return0.47 %3.60 %
Five Year Return4.61 %3.24 %
Ten Year Return9.81 %1.79 %
Net Asset1.33 B4.11 B
Last Dividend Paid0.280.65
Cash Position Weight0.77 %10.61 %
Equity Positions Weight99.22 %63.90 %

About ALLIANZGI NFJ Buy or Sell Advice

When is the right time to buy or sell ALLIANZGI NFJ MID-CAP? Buying financial instruments such as ALLIANZGI 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 ALLIANZGI NFJ 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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Run Consumer Thematic Idea Now

Consumer
Consumer Theme
Funds or Etfs that invest in consumer products such as packaged goods, clothing, food, beverages and retail services. The Consumer 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 Consumer Theme or any other thematic opportunities.
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Please check ALLIANZGI NFJ 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 ALLIANZGI NFJ MID-CAP information on this page should be used as a complementary analysis to other ALLIANZGI NFJ'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 Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.

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