AAMA Equity Fund

AMFEX -  USA Fund  

USD 15.82  0.20  1.25%

AAMA Equity is trading at 15.82 as of the 20th of June 2021; that is -1.25% down since the beginning of the trading day. The fund's open price was 16.02. AAMA Equity has a very small chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for AAMA Equity Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 22nd of March 2021 and ending today, the 20th of June 2021. Click here to learn more.
 Market Performance
9 of 100
  Odds Of Distress
Less than 2

AAMA Equity Mutual Fund Profile

The investment seeks to generate long term capital appreciation. AAMA Equity is traded on NASDAQ Exchange in the United States. more on AAMA Equity
AAMA Equity Fund is unlikely to experience financial distress in the next 2 years
The fund holds about 9.26% of its assets under management (AUM) in cash
Legal NameAAMA Equity Fund
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of AAMA Equity's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Cautious HoldOvervalued
Beta In Three Year0.88
Startdate30th of June 2017
AAMA Equity Fund [AMFEX] is traded in USA and was established 20th of June 2021. The fund is listed under Large Blend category and is part of AAMA family. AAMA Equity Fund presently has accumulated 426.71 M in assets under management (AUM) with minimum initial investment of 10 K. , while the total return for the last year was 7.31%.
Check AAMA Equity Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on AMFEX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding AAMA Equity , and the less return is expected.

Top AAMA Equity Fund Constituents

AAMA Equity Target Price Odds Analysis

What are AAMA Equity's target price odds to finish over the current price? Based on a normal probability distribution, the odds of AAMA Equity jumping above the current price in 90 days from now is about 44.48%. The AAMA Equity Fund probability density function shows the probability of AAMA Equity mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon AAMA Equity has a beta of 0.1103. This suggests as returns on the market go up, AAMA Equity average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding AAMA Equity Fund will be expected to be much smaller as well. Additionally, the company has an alpha of 0.0581, implying that it can generate a 0.0581 percent excess return over DOW after adjusting for the inherited market risk (beta).
 Odds Down 15.82HorizonTargetOdds Up 15.82 
55.05%90 days
 15.82 
44.48%
Based on a normal probability distribution, the odds of AAMA Equity to move above the current price in 90 days from now is about 44.48 (This AAMA Equity Fund probability density function shows the probability of AMFEX mutual fund to fall within a particular range of prices over 90 days) .

AAMA Equity Fund Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. AAMA Equity market risk premium is the additional return an investor will receive from holding AAMA Equity long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in AAMA Equity. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although AAMA Equity'salpha and beta are two of the key measurements used to evaluate AAMA Equity's performance over the market, the standard measures of volatility play an important role as well.

AAMA Equity Against Markets

Picking the right benchmark for AAMA Equity mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in AAMA Equity mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for AAMA Equity is critical whether you are bullish or bearish towards AAMA Equity Fund at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in AAMA Equity without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Positions Ratings

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Please continue to Trending Equities. Note that the AAMA Equity Fund information on this page should be used as a complementary analysis to other AAMA Equity'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 CEO Directory module to screen CEOs from public companies around the world.

Complementary Tools for AAMA Equity Mutual Fund analysis

When running AAMA Equity Fund price analysis, check to measure AAMA Equity's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy AAMA Equity is operating at the current time. Most of AAMA Equity's value examination focuses on studying past and present price action to predict the probability of AAMA Equity's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move AAMA Equity's price. Additionally, you may evaluate how the addition of AAMA Equity to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between AAMA Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine AAMA Equity value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, AAMA Equity's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.