Bny Mellon Small Fund Buy Hold or Sell Recommendation
| MPSSX Fund | USD 19.80 0.16 0.81% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Bny Mellon Small is 'Strong Hold'. Macroaxis provides Bny Mellon buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding MPSSX positions. The advice algorithm takes into account all of Bny Mellon's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Bny Mellon's buy or sell advice are summarized below:
Real Value 19.77 | Hype Value 19.81 | Market Value 19.8 | Naive Value 20.26 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Bny Mellon Small given historical horizon and risk tolerance towards Bny Mellon. When Macroaxis issues a 'buy' or 'sell' recommendation for Bny Mellon Small, the advice is generated through an automated system that utilizes algorithms and statistical models.
Bny |
Execute Bny Mellon Buy or Sell Advice
The Bny recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Bny Mellon Small. Macroaxis does not own or have any residual interests in Bny Mellon Small or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Bny Mellon'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 | Responds to the market | Details | |
Analyst Consensus | Not Available | Details |
Bny Mellon Trading Alerts and Improvement Suggestions
| The fund generated three year return of -5.0% | |
| Bny Mellon Small maintains about 5.26% of its assets in cash |
Bny Mellon Returns Distribution Density
The distribution of Bny Mellon's historical returns is an attempt to chart the uncertainty of Bny Mellon's future price movements. The chart of the probability distribution of Bny Mellon daily returns describes the distribution of returns around its average expected value. We use Bny Mellon Small price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Bny Mellon returns is essential to provide solid investment advice for Bny Mellon.
| Mean Return | 0.05 | Value At Risk | -1.88 | Potential Upside | 1.78 | Standard Deviation | 1.11 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Bny Mellon 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.
Bny Mellon 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 Bny Mellon or BNY Mellon Funds 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 Bny Mellon'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 Bny 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 | -0.06 | |
β | Beta against NYSE Composite | 1.43 | |
σ | Overall volatility | 1.10 | |
Ir | Information ratio | -0.03 |
Bny Mellon Volatility Alert
Bny Mellon Small has relatively low volatility with skewness of -0.93 and kurtosis of 1.64. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Bny Mellon'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 Bny Mellon'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.Bny Mellon Fundamentals Vs Peers
Comparing Bny Mellon'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 Bny Mellon's direct or indirect competition across all of the common fundamentals between Bny Mellon and the related equities. This way, we can detect undervalued stocks with similar characteristics as Bny Mellon or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Bny Mellon's fundamental indicators could also be used in its relative valuation, which is a method of valuing Bny Mellon by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Bny Mellon to competition |
| Fundamentals | Bny Mellon | Peer Average |
| Price To Earning | 23.27 X | 6.53 X |
| Price To Book | 2.29 X | 0.74 X |
| Price To Sales | 1.25 X | 0.61 X |
| Annual Yield | 0 % | 0.29 % |
| Year To Date Return | 0.70 % | 0.39 % |
| One Year Return | 6.62 % | 4.15 % |
| Three Year Return | (5.00) % | 3.60 % |
| Five Year Return | 5.73 % | 3.24 % |
| Ten Year Return | 9.97 % | 1.79 % |
| Net Asset | 629.33 M | 4.11 B |
| Cash Position Weight | 5.26 % | 10.61 % |
| Equity Positions Weight | 94.75 % | 63.90 % |
Bny Mellon Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Bny . 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 | 1.01 | |||
| Day Median Price | 19.8 | |||
| Day Typical Price | 19.8 | |||
| Price Action Indicator | 0.08 | |||
| Period Momentum Indicator | 0.16 |
About Bny Mellon Buy or Sell Advice
When is the right time to buy or sell Bny Mellon Small? Buying financial instruments such as Bny 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 Bny Mellon 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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