Federated Mutual Fund Buy Hold or Sell Recommendation

QALGX -  USA Fund  

USD 21.37  0.06  0.28%

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Federated Mdt Large is '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 QALGX 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 Large.

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 Large. Macroaxis does not own or have any residual interests in Federated Mdt Large 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
Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

UndervaluedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Responds to the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Federated Mdt Large has a Risk Adjusted Performance of (0.18), Jensen Alpha of (0.08), Total Risk Alpha of (0.05) and Treynor Ratio of (0.22)
Our investment recommendation module complements current analysts and expert consensus on Federated Mdt. It analyzes the entity potential to grow using all fundamental, technical, and market related data available at the time. Use Federated Mdt Large number of employees and net asset to ensure your buy or sell decision on Federated Mdt Large is adequate.

Federated Mdt Trading Alerts and Improvement Suggestions

Federated Mdt Large generated a negative expected return over the last 90 days
Federated Mdt Large is unlikely to experience financial distress in the next 2 years
The fund maintains 98.13% of its assets in stocks

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 Large 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-0.29Value At Risk-3.62
Potential Upside3.13Standard Deviation2.00
 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
-0.08
β
Beta against DOW1.38
σ
Overall volatility
1.99
Ir
Information ratio -0.07

Federated Mdt Volatility Alert

Federated Mdt Large exhibits very low volatility with skewness of 0.01 and kurtosis of -0.61. However, we advise investors to further study Federated Mdt Large 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 Large 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 Earning14.28 X6.53 X
Price to Book3.89 X0.74 X
Price to Sales1.26 X0.61 X
One Year Return21.35 %4.15 %
Three Year Return17.46 %3.60 %
Five Year Return11.82 %3.24 %
Ten Year Return14.02 %1.79 %
Net Asset213.58 M4.11 B
Minimum Initial Investment1.5 K976.16 K
Cash Position Weight1.87 %10.61 %
Equity Positions Weight98.13 %63.90 %

About Federated Mdt Buy or Sell Advice

When is the right time to buy or sell Federated Mdt Large? 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.

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Artificial Intelligence Theme
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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 Artificial Intelligence 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 Large 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 Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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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.