Pioneer Disciplined Value Fund Buy Hold or Sell Recommendation
| CVFYX Fund | USD 14.07 0.03 0.21% |
Assuming the 90 days horizon and your typical level of risk aversion, our recommendation regarding Pioneer Disciplined Value is 'Strong Hold'. Macroaxis provides Pioneer Disciplined buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding CVFYX positions. The advice algorithm takes into account all of Pioneer Disciplined's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Pioneer Disciplined's buy or sell advice are summarized below:
Real Value 14.13 | Hype Value 14.06 | Market Value 14.07 | Naive Value 13.81 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Pioneer Disciplined Value given historical horizon and risk tolerance towards Pioneer Disciplined. When Macroaxis issues a 'buy' or 'sell' recommendation for Pioneer Disciplined Value, the advice is generated through an automated system that utilizes algorithms and statistical models.
Pioneer |
Execute Pioneer Disciplined Buy or Sell Advice
The Pioneer recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Pioneer Disciplined Value. Macroaxis does not own or have any residual interests in Pioneer Disciplined Value or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Pioneer Disciplined's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Insignificant | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Analyst Consensus | Not Available | Details |
Pioneer Disciplined Trading Alerts and Improvement Suggestions
| The fund holds 99.35% of its assets under management (AUM) in equities |
Pioneer Disciplined Returns Distribution Density
The distribution of Pioneer Disciplined's historical returns is an attempt to chart the uncertainty of Pioneer Disciplined's future price movements. The chart of the probability distribution of Pioneer Disciplined daily returns describes the distribution of returns around its average expected value. We use Pioneer Disciplined Value price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Pioneer Disciplined returns is essential to provide solid investment advice for Pioneer Disciplined.
| Mean Return | 0.04 | Value At Risk | -1 | Potential Upside | 0.95 | Standard Deviation | 0.66 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Pioneer Disciplined 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.
Pioneer Disciplined 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 Pioneer Disciplined or Amundi US 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 Pioneer Disciplined'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 Pioneer 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 | -0.02 | |
β | Beta against NYSE Composite | 0.88 | |
σ | Overall volatility | 0.66 | |
Ir | Information ratio | -0.04 |
Pioneer Disciplined Volatility Alert
Pioneer Disciplined Value exhibits relatively low volatility with skewness of -0.81 and kurtosis of 1.61. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Pioneer Disciplined'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 Pioneer Disciplined'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.Pioneer Disciplined Fundamentals Vs Peers
Comparing Pioneer Disciplined'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 Pioneer Disciplined's direct or indirect competition across all of the common fundamentals between Pioneer Disciplined and the related equities. This way, we can detect undervalued stocks with similar characteristics as Pioneer Disciplined or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Pioneer Disciplined's fundamental indicators could also be used in its relative valuation, which is a method of valuing Pioneer Disciplined by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Pioneer Disciplined to competition |
| Fundamentals | Pioneer Disciplined | Peer Average |
| Price To Earning | 16.45 X | 6.53 X |
| Price To Book | 2.21 X | 0.74 X |
| Price To Sales | 1.81 X | 0.61 X |
| Annual Yield | 0.01 % | 0.29 % |
| Year To Date Return | 2.17 % | 0.39 % |
| One Year Return | 7.49 % | 4.15 % |
| Three Year Return | 4.46 % | 3.60 % |
| Five Year Return | 8.47 % | 3.24 % |
| Ten Year Return | 9.00 % | 1.79 % |
| Net Asset | 422.49 M | 4.11 B |
| Minimum Initial Investment | 5 M | 976.16 K |
| Last Dividend Paid | 0.23 | 0.65 |
| Cash Position Weight | 0.64 % | 10.61 % |
| Equity Positions Weight | 99.35 % | 63.90 % |
Pioneer Disciplined Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Pioneer . 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 | 14.07 | |||
| Day Typical Price | 14.07 | |||
| Price Action Indicator | 0.015 | |||
| Period Momentum Indicator | 0.03 | |||
| Relative Strength Index | 56.13 |
About Pioneer Disciplined Buy or Sell Advice
When is the right time to buy or sell Pioneer Disciplined Value? Buying financial instruments such as Pioneer 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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In addition to having Pioneer Disciplined 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?
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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 Consumer Goods Theme or any other thematic opportunities.
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Check out Pioneer Disciplined 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. You can also try the 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.