QGIAX Mutual Fund Buy Hold or Sell Recommendation

QGIAX
 Fund
  

USD 19.49  0.06  0.31%   

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

Execute Pear Tree Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Pear TreeBuy Pear Tree
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 Pear Tree Quality has a Risk Adjusted Performance of (0.13), Jensen Alpha of (0.15), Total Risk Alpha of (0.08) and Treynor Ratio of 5.08
Our trade recommendations tool can cross-verify current analyst consensus on Pear Tree Quality and to analyze the entity potential to grow in the current economic cycle. Use Pear Tree Quality price to sales, five year return, as well as the relationship between the Five Year Return and cash position weight to ensure your buy or sell decision on Pear Tree Quality is adequate.

Pear Tree Trading Alerts and Improvement Suggestions

Pear Tree Quality generated a negative expected return over the last 90 days
Pear Tree Quality is unlikely to experience financial distress in the next 2 years
The fund maintains 97.05% of its assets in stocks

Pear Tree Returns Distribution Density

The distribution of Pear Tree's historical returns is an attempt to chart the uncertainty of Pear Tree's future price movements. The chart of the probability distribution of Pear Tree stock daily returns describes the distribution of returns around its average expected value. We use Pear Tree Quality price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Pear Tree returns is essential to provide solid investment advice for Pear Tree.
Mean Return-0.14Value At Risk-1.83
Potential Upside1.86Standard Deviation1.15
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Pear Tree 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.

Pear Tree 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 Pear Tree or Pear Tree Funds 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 Pear Tree'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 QGIAX 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 DOW
-0.15
β
Beta against DOW-0.03
σ
Overall volatility
1.16
Ir
Information ratio -0.07

Pear Tree Volatility Alert

Pear Tree Quality exhibits very low volatility with skewness of -0.24 and kurtosis of 1.59. However, we advise investors to further study Pear Tree Quality technical indicators to ensure that 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 Pear Tree'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 Pear Tree'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.

Pear Tree Fundamentals Vs Peers

Comparing Pear Tree'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 Pear Tree's direct or indirect competition across all of the common fundamentals between Pear Tree and the related equities. This way, we can detect undervalued stocks with similar characteristics as Pear Tree or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Pear Tree's fundamental indicators could also be used in its relative valuation, which is a method of valuing Pear Tree by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Pear Tree to competition
FundamentalsPear TreePeer Average
Price to Earning19.92 X6.53 X
Price to Book4.26 X0.74 X
Price to Sales2.55 X0.61 X
One Year Return13.45 %4.15 %
Three Year Return11.36 %3.60 %
Five Year Return11.58 %3.24 %
Ten Year Return13.30 %1.79 %
Net Asset222.04 M4.11 B
Minimum Initial Investment1000 K976.16 K
Last Dividend Paid0.170.65
Cash Position Weight2.76 %10.61 %
Equity Positions Weight97.05 %63.90 %

About Pear Tree Buy or Sell Advice

When is the right time to buy or sell Pear Tree Quality? Buying financial instruments such as QGIAX 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 Pear Tree 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 Hotels Thematic Idea Now

Hotels
Hotels Theme
Hotels, inns, motels, and other companies providing lodging and hospitality services. The Hotels 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 Hotels Theme or any other thematic opportunities.
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Please see Pear Tree 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 Pear Tree Quality information on this page should be used as a complementary analysis to other Pear Tree'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 Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.

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