Multimanager Lifestyle Servative Fund Buy Hold or Sell Recommendation
| JQLCX Fund | USD 11.64 0.04 0.34% |
Assuming the 90 days horizon and your typical level of risk aversion, our recommendation regarding Multimanager Lifestyle Servative is 'Cautious Hold'. Macroaxis provides Multimanager Lifestyle buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding JQLCX positions. The advice algorithm takes into account all of Multimanager Lifestyle's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Multimanager Lifestyle's buy or sell advice are summarized below:
Real Value 11.62 | Hype Value 11.64 | Market Value 11.64 | Naive Value 11.47 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Multimanager Lifestyle Servative given historical horizon and risk tolerance towards Multimanager Lifestyle. When Macroaxis issues a 'buy' or 'sell' recommendation for Multimanager Lifestyle Servative, the advice is generated through an automated system that utilizes algorithms and statistical models.
Multimanager |
Execute Multimanager Lifestyle Buy or Sell Advice
The Multimanager recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Multimanager Lifestyle Servative. Macroaxis does not own or have any residual interests in Multimanager Lifestyle Servative or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Multimanager Lifestyle's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Analyst Consensus | Not Available | Details |
Multimanager Lifestyle Trading Alerts and Improvement Suggestions
| The fund generated three year return of 0.0% | |
| Multimanager Lifestyle retains about 6.83% of its assets under management (AUM) in cash |
Multimanager Lifestyle Returns Distribution Density
The distribution of Multimanager Lifestyle's historical returns is an attempt to chart the uncertainty of Multimanager Lifestyle's future price movements. The chart of the probability distribution of Multimanager Lifestyle daily returns describes the distribution of returns around its average expected value. We use Multimanager Lifestyle Servative price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Multimanager Lifestyle returns is essential to provide solid investment advice for Multimanager Lifestyle.
| Mean Return | 0.02 | Value At Risk | -0.52 | Potential Upside | 0.52 | Standard Deviation | 0.31 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Multimanager Lifestyle 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.
Multimanager Lifestyle 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 Multimanager Lifestyle or John Hancock 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 Multimanager Lifestyle'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 Multimanager 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 | 0.01 | |
β | Beta against NYSE Composite | 0.11 | |
σ | Overall volatility | 0.32 | |
Ir | Information ratio | -0.05 |
Multimanager Lifestyle Volatility Alert
Multimanager Lifestyle Servative exhibits very low volatility with skewness of -0.15 and kurtosis of 1.03. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Multimanager Lifestyle'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 Multimanager Lifestyle'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.Multimanager Lifestyle Fundamentals Vs Peers
Comparing Multimanager Lifestyle'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 Multimanager Lifestyle's direct or indirect competition across all of the common fundamentals between Multimanager Lifestyle and the related equities. This way, we can detect undervalued stocks with similar characteristics as Multimanager Lifestyle or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Multimanager Lifestyle's fundamental indicators could also be used in its relative valuation, which is a method of valuing Multimanager Lifestyle by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Multimanager Lifestyle to competition |
| Fundamentals | Multimanager Lifestyle | Peer Average |
| Price To Earning | 18.06 X | 6.53 X |
| Price To Book | 2.00 X | 0.74 X |
| Price To Sales | 1.54 X | 0.61 X |
| Annual Yield | 0.03 % | 0.29 % |
| Year To Date Return | 2.04 % | 0.39 % |
| One Year Return | 7.39 % | 4.15 % |
| Three Year Return | (0.47) % | 3.60 % |
| Five Year Return | 2.93 % | 3.24 % |
| Ten Year Return | 4.53 % | 1.79 % |
| Net Asset | 2.51 B | 4.11 B |
| Last Dividend Paid | 0.06 | 0.65 |
| Cash Position Weight | 6.83 % | 10.61 % |
| Equity Positions Weight | 19.08 % | 63.90 % |