Moderately Servative Balanced Fund Buy Hold or Sell Recommendation
| SMACX Fund | USD 11.65 0.03 0.26% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Moderately Servative Balanced is 'Cautious Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Moderately Servative Balanced given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Moderately Servative Balanced, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Moderately Servative 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, we conduct extensive research on individual funds such as Moderately and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Moderately Servative Balanced. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators.
Moderately |
Execute Moderately Servative Buy or Sell Advice
The Moderately recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Moderately Servative Balanced. Macroaxis does not own or have any residual interests in Moderately Servative Balanced or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Moderately Servative's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Analyst Consensus | Not Available | Details |
Moderately Servative Trading Alerts and Improvement Suggestions
| The fund maintains about 17.47% of its assets in cash |
Moderately Servative Returns Distribution Density
The distribution of Moderately Servative's historical returns is an attempt to chart the uncertainty of Moderately Servative's future price movements. The chart of the probability distribution of Moderately Servative daily returns describes the distribution of returns around its average expected value. We use Moderately Servative Balanced price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Moderately Servative returns is essential to provide solid investment advice for Moderately Servative.
| Mean Return | 0.17 | Value At Risk | -0.6 | Potential Upside | 1.26 | Standard Deviation | 0.53 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Moderately Servative 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.
Moderately Servative 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 Moderately Servative or Saratoga 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 Moderately Servative'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 Moderately 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 Jones | 0.19 | |
β | Beta against Dow Jones | -0.11 | |
σ | Overall volatility | 0.45 | |
Ir | Information ratio | -0.08 |
Moderately Servative Volatility Alert
Moderately Servative Balanced exhibits very low volatility with skewness of -0.01 and kurtosis of 1.65. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Moderately Servative'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 Moderately Servative'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 financial instruments as prices fall.Moderately Servative Fundamentals Vs Peers
Comparing Moderately Servative'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 Moderately Servative's direct or indirect competition across all of the common fundamentals between Moderately Servative and the related equities. This way, we can detect undervalued stocks with similar characteristics as Moderately Servative or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Moderately Servative's fundamental indicators could also be used in its relative valuation, which is a method of valuing Moderately Servative by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Moderately Servative to competition |
| Fundamentals | Moderately Servative | Peer Average |
| Annual Yield | 0.02 % | 0.29 % |
| Year To Date Return | 6.60 % | 0.39 % |
| One Year Return | 10.96 % | 4.15 % |
| Three Year Return | 10.80 % | 3.60 % |
| Five Year Return | 8.42 % | 3.24 % |
| Net Asset | 882.33 K | 4.11 B |
| Last Dividend Paid | 0.01 | 0.65 |
| Cash Position Weight | 17.47 % | 10.61 % |
| Equity Positions Weight | 50.23 % | 63.90 % |
| Bond Positions Weight | 4.17 % | 11.24 % |
Moderately Servative Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Moderately . 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 Power | 9.2 T | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 11.65 | |||
| Day Typical Price | 11.65 | |||
| Price Action Indicator | 0.015 | |||
| Period Momentum Indicator | 0.03 | |||
| Relative Strength Index | 68.08 |
About Moderately Servative Buy or Sell Advice
When is the right time to buy or sell Moderately Servative Balanced? Buying financial instruments such as Moderately 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.
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Other Information on Investing in Moderately Mutual Fund
Moderately Servative financial ratios help investors to determine whether Moderately Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Moderately with respect to the benefits of owning Moderately Servative security.
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