Index Funds Buy Hold or Sell Recommendation

INDEX -- USA Fund  

USD 34.15  0.13  0.38%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding Index Funds SP 500 Equal Weigh is 'Strong Hold'. Macroaxis provides Index Funds buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding INDEX positions. The advice algorithm takes into account all of Index Funds SP available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from INDEX buy-and-hold prospective. Please also check Index Funds Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell Index FundsBuy Index Funds
Strong Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available
For the selected time horizon Index Funds SP 500 Equal Weigh has a risk adjusted performance of 0.0708, jensen alpha of 0.0603, total risk alpha of 0.0144, sortino ratio of 0.0238 and treynor ratio of 0.8062
Macroaxis buy, hold, or sell recommendation module can be used to complement Index Funds SP 500 Equal Weigh buy or sell recommendations provided by average analyst sentiment. It analyzes the entity potential to grow using fundamental, technical, data market data available at the time. Use Index Funds Price to Sales, Five Year Return as well as the relationship between Five Year Return and Equity Positions Weight to make sure your buy or sell decision on Index Funds SP is adequate.

Index Funds Trading Alerts and Improvement Suggestions

Latest headline from www.morningstar.com: ESG Mutual Fund Portfolios for Retirement Savers - Morningstar.com
The fund retains 99.82% of its assets under management (AUM) in equities

Index Funds Returns Distribution Density

Mean Return0.07Value At Risk0.8
Potential Upside1.04Standard Deviation0.64
 Return Density 
      Distribution 

Index Funds Greeks

α
Alpha over DOW
=0.06
β
Beta against DOW=0.08
σ
Overall volatility
=0.64
Ir
Information ratio =0.0265

Index Funds Volatility Alert

Index Funds SP 500 Equal Weigh exhibits relatively low volatility with skewness of -0.68 and kurtosis of 1.38. However, we advice investors to further investigate Index Funds SP 500 Equal Weigh to make sure all market statistics is disseminated and is consistent with investors' estimations about Index Funds upside potential.
    
 Better Than Average     
    
 Worse Than Average Compare Index Funds to competition

Index Funds Fundamental Vs Peers

FundamentalsIndex FundsPeer Average
Price to Earning18.39 6.53 
Price to Book2.32 0.74 
Price to Sales1.44 0.61 
One Year Return(2.78) 4.15 
Three Year Return18.40 3.60 
Five Year Return0.06 3.24 
Net Asset46.47 M4.11 B
Minimum Initial Investment1 K976.16 K
Last Dividend Paid0.490.65
Cash Position Weight0.13 10.61 
Equity Positions Weight99.82 63.90 
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