Blackrock Smallmid Cap Fund Buy Hold or Sell Recommendation
BSMAX Fund | USD 15.04 0.02 0.13% |
Assuming the 90 days horizon and complete risk avoidance on your part, our recommendation regarding Blackrock Smallmid Cap is 'Strong Sell'. Macroaxis provides Blackrock Smallmid buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding BSMAX positions. The advice algorithm takes into account all of Blackrock Smallmid's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Blackrock Smallmid's buy or sell advice are summarized below:
Real Value 15.18 | Hype Value 15.04 | Market Value 15.04 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Blackrock Smallmid Cap given historical horizon and risk tolerance towards Blackrock Smallmid. When Macroaxis issues a 'buy' or 'sell' recommendation for Blackrock Smallmid Cap, the advice is generated through an automated system that utilizes algorithms and statistical models.
Blackrock |
Execute Blackrock Smallmid Buy or Sell Advice
The Blackrock recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Blackrock Smallmid Cap. Macroaxis does not own or have any residual interests in Blackrock Smallmid Cap or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Blackrock Smallmid's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
Strong Sell
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Analyst Consensus | Not Available | Details |
Blackrock Smallmid Trading Alerts and Improvement Suggestions
Blackrock Smallmid generated a negative expected return over the last 90 days | |
The fund holds 99.16% of its assets under management (AUM) in equities |
Blackrock Smallmid Returns Distribution Density
The distribution of Blackrock Smallmid's historical returns is an attempt to chart the uncertainty of Blackrock Smallmid's future price movements. The chart of the probability distribution of Blackrock Smallmid daily returns describes the distribution of returns around its average expected value. We use Blackrock Smallmid Cap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Blackrock Smallmid returns is essential to provide solid investment advice for Blackrock Smallmid.
Mean Return | 0.05 | Value At Risk | -1.78 | Potential Upside | 1.65 | Standard Deviation | 1.03 |
Return Density |
Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Blackrock Smallmid 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.
Blackrock Smallmid 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 Blackrock Smallmid or BlackRock 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 Blackrock Smallmid'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 Blackrock 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 | -0.08 | |
β | Beta against NYSE Composite | 1.52 | |
σ | Overall volatility | 1.02 | |
Ir | Information ratio | -0.04 |
Blackrock Smallmid Volatility Alert
Blackrock Smallmid Cap has relatively low volatility with skewness of -0.52 and kurtosis of 0.3. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Blackrock Smallmid'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 Blackrock Smallmid'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.Blackrock Smallmid Fundamentals Vs Peers
Comparing Blackrock Smallmid'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 Blackrock Smallmid's direct or indirect competition across all of the common fundamentals between Blackrock Smallmid and the related equities. This way, we can detect undervalued stocks with similar characteristics as Blackrock Smallmid or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Blackrock Smallmid's fundamental indicators could also be used in its relative valuation, which is a method of valuing Blackrock Smallmid by comparing valuation metrics with those of similar companies.
Better Than Average | Worse Than Average | Compare Blackrock Smallmid to competition |
Fundamentals | Blackrock Smallmid | Peer Average |
Price To Earning | 19.30 X | 6.53 X |
Price To Book | 1.91 X | 0.74 X |
Price To Sales | 1.15 X | 0.61 X |
Annual Yield | 0.01 % | 0.29 % |
Year To Date Return | 1.25 % | 0.39 % |
One Year Return | 16.11 % | 4.15 % |
Three Year Return | 0.07 % | 3.60 % |
Five Year Return | 7.73 % | 3.24 % |
Net Asset | 502.17 M | 4.11 B |
Last Dividend Paid | 0.03 | 0.65 |
Cash Position Weight | 0.84 % | 10.61 % |
Equity Positions Weight | 99.16 % | 63.90 % |
Blackrock Smallmid Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Blackrock . 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 | 15.04 | |||
Day Typical Price | 15.04 | |||
Price Action Indicator | 0.01 | |||
Period Momentum Indicator | 0.02 |
About Blackrock Smallmid Buy or Sell Advice
When is the right time to buy or sell Blackrock Smallmid Cap? Buying financial instruments such as Blackrock 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 Blackrock Smallmid 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 Banking Thematic Idea Now
Banking
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Banking theme has 61 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 Banking Theme or any other thematic opportunities.
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Check out Blackrock Smallmid 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 Blackrock Smallmid Cap information on this page should be used as a complementary analysis to other Blackrock Smallmid'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 the ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.