Guggenheim Large Cap Fund Buy Hold or Sell Recommendation
| GILCX Fund | USD 44.69 0.07 0.16% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Guggenheim Large Cap is 'Strong Hold'. Macroaxis provides Guggenheim Large buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding GILCX positions. The advice algorithm takes into account all of Guggenheim Large's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Guggenheim Large's buy or sell advice are summarized below:
Real Value 44.69 | Hype Value 44.69 | Market Value 44.69 | Naive Value 43.55 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Guggenheim Large Cap given historical horizon and risk tolerance towards Guggenheim Large. When Macroaxis issues a 'buy' or 'sell' recommendation for Guggenheim Large Cap, the advice is generated through an automated system that utilizes algorithms and statistical models.
Guggenheim |
Execute Guggenheim Large Buy or Sell Advice
The Guggenheim recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Guggenheim Large Cap. Macroaxis does not own or have any residual interests in Guggenheim Large Cap or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Guggenheim Large's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Analyst Consensus | Not Available | Details |
Guggenheim Large Trading Alerts and Improvement Suggestions
| The fund retains 96.82% of its assets under management (AUM) in equities |
Guggenheim Large Returns Distribution Density
The distribution of Guggenheim Large's historical returns is an attempt to chart the uncertainty of Guggenheim Large's future price movements. The chart of the probability distribution of Guggenheim Large daily returns describes the distribution of returns around its average expected value. We use Guggenheim Large Cap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Guggenheim Large returns is essential to provide solid investment advice for Guggenheim Large.
| Mean Return | 0.09 | Value At Risk | -1.36 | Potential Upside | 0.91 | Standard Deviation | 0.64 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Guggenheim Large 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.
Guggenheim Large 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 Guggenheim Large or Guggenheim Investments 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 Guggenheim Large'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 Guggenheim 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 | 0.97 | |
σ | Overall volatility | 0.64 | |
Ir | Information ratio | 0.03 |
Guggenheim Large Volatility Alert
Guggenheim Large Cap exhibits relatively low volatility with skewness of -0.48 and kurtosis of 0.69. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Guggenheim Large'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 Guggenheim Large'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.Guggenheim Large Fundamentals Vs Peers
Comparing Guggenheim Large'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 Guggenheim Large's direct or indirect competition across all of the common fundamentals between Guggenheim Large and the related equities. This way, we can detect undervalued stocks with similar characteristics as Guggenheim Large or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Guggenheim Large's fundamental indicators could also be used in its relative valuation, which is a method of valuing Guggenheim Large by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Guggenheim Large to competition |
| Fundamentals | Guggenheim Large | Peer Average |
| Price To Earning | 15.82 X | 6.53 X |
| Price To Book | 1.45 X | 0.74 X |
| Price To Sales | 1.23 X | 0.61 X |
| Annual Yield | 0.02 % | 0.29 % |
| Year To Date Return | 5.47 % | 0.39 % |
| One Year Return | 13.65 % | 4.15 % |
| Three Year Return | 7.53 % | 3.60 % |
| Five Year Return | 9.68 % | 3.24 % |
| Ten Year Return | 8.31 % | 1.79 % |
| Net Asset | 37.75 M | 4.11 B |
| Minimum Initial Investment | 2 M | 976.16 K |
| Last Dividend Paid | 1.44 | 0.65 |
| Cash Position Weight | 3.14 % | 10.61 % |
| Equity Positions Weight | 96.82 % | 63.90 % |
Guggenheim Large Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Guggenheim . 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 | (9,223,372,036,855) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 44.69 | |||
| Day Typical Price | 44.69 | |||
| Price Action Indicator | (0.04) | |||
| Period Momentum Indicator | (0.07) |
About Guggenheim Large Buy or Sell Advice
When is the right time to buy or sell Guggenheim Large Cap? Buying financial instruments such as Guggenheim 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 Guggenheim Large 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 Top Crypto Assets Thematic Idea Now
Top Crypto Assets
An experimental p2p digital currency that is accepted by many vendors in null. The Top Crypto Assets theme has 0 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 Top Crypto Assets Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Guggenheim Large 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 Guggenheim Large Cap information on this page should be used as a complementary analysis to other Guggenheim Large'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 Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.