Federated Mutual Fund Buy Hold or Sell Recommendation

QABGX -  USA Fund  

USD 19.35  0.29  1.52%

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

Execute Federated Mdt Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Federated MdtBuy Federated Mdt
Strong Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Federated Mdt Balanced has a Risk Adjusted Performance of (0.23), Jensen Alpha of (0.07), Total Risk Alpha of (0.06) and Treynor Ratio of (0.25)
Our trade advice tool can cross-verify current analyst consensus on Federated Mdt Balanced and to analyze the fund potential to grow in the current economic cycle. Use Federated Mdt Balanced number of employees, ten year return, as well as the relationship between the Ten Year Return and bond positions weight to ensure your buy or sell decision on Federated Mdt Balanced is adequate.

Federated Mdt Trading Alerts and Improvement Suggestions

Federated Mdt generated a negative expected return over the last 90 days
Federated Mdt is unlikely to experience financial distress in the next 2 years
The fund maintains about 9.46% of its assets in cash

Federated Mdt Returns Distribution Density

The distribution of Federated Mdt's historical returns is an attempt to chart the future uncertainty of Federated Mdt's future price movements. The chart of the probability distribution of Federated Mdt stock daily returns describes the distribution of returns around its average expected value. We use Federated Mdt Balanced price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Federated Mdt returns is essential to provide solid investment advice for Federated Mdt stock.
Mean Return-0.17Value At Risk-1.9
Potential Upside1.62Standard Deviation1.00
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Federated Mdt 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.

Federated Mdt 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 Federated Mdt or Federated 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 Federated Mdt 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 Federated 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
-0.07
β
Beta against DOW0.72
σ
Overall volatility
1.02
Ir
Information ratio -0.02

Federated Mdt Volatility Alert

Federated Mdt Balanced exhibits very low volatility with skewness of -0.06 and kurtosis of -0.29. However, we advise investors to further study Federated Mdt Balanced 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 Federated Mdt'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 Federated Mdt'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.

Federated Mdt Implied Volatility

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

Federated Mdt Fundamentals Vs Peers

Comparing Federated Mdt'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 Federated Mdt's direct or indirect competition across all of the common fundamentals between Federated Mdt and the related equities. This way, we can detect undervalued stocks with similar characteristics as Federated Mdt or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Federated Mdt's fundamental indicators could also be used in its relative valuation, which is a method of valuing Federated Mdt by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Federated Mdt to competition
FundamentalsFederated MdtPeer Average
Price to Earning12.78 X6.53 X
Price to Book1.77 X0.74 X
Price to Sales0.79 X0.61 X
One Year Return5.99 %4.15 %
Three Year Return6.88 %3.60 %
Five Year Return5.17 %3.24 %
Ten Year Return8.01 %1.79 %
Net Asset223.74 M4.11 B
Minimum Initial Investment1.5 K976.16 K
Cash Position Weight9.46 %10.61 %
Equity Positions Weight64.15 %63.90 %
Bond Positions Weight26.25 %11.24 %

Federated Mdt Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Federated . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
Daily Balance Of Power9223.4 B
Rate Of Daily Change1.02
Day Median Price19.35
Day Typical Price19.35
Price Action Indicator0.15

About Federated Mdt Buy or Sell Advice

When is the right time to buy or sell Federated Mdt Balanced? Buying financial instruments such as Federated 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 Federated Mdt 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 Federated Mdt 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 Business Services Thematic Idea Now

Business Services
Business Services Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Business Services theme has 61 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 Business Services Theme or any other thematic opportunities.
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Please see Federated Mdt 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 Federated Mdt Balanced information on this page should be used as a complementary analysis to other Federated Mdt'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 Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.

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