STRATEGIC Mutual Fund Buy Hold or Sell Recommendation

AAAIX
 Fund
  

USD 7.03  0.04  0.57%   

Assuming the 90 days horizon and your way above-average risk tolerance, our recommendation regarding STRATEGIC ALLOCATION AGGRESSIVE is 'Strong Hold'. Macroaxis provides STRATEGIC ALLOCATION buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding AAAIX positions. The advice algorithm takes into account all of STRATEGIC ALLOCATION's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from STRATEGIC ALLOCATION's buy-and-hold perspective. Please continue to STRATEGIC ALLOCATION 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. We conduct extensive research on individual funds such as STRATEGIC and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards STRATEGIC ALLOCATION AGGRESSIVE.

Execute STRATEGIC ALLOCATION Buy or Sell Advice

The STRATEGIC recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on STRATEGIC ALLOCATION AGGRESSIVE. Macroaxis does not own or have any residual interests in STRATEGIC ALLOCATION AGGRESSIVE or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute STRATEGIC ALLOCATION's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell STRATEGIC ALLOCATIONBuy STRATEGIC ALLOCATION
Strong Hold

Volatility

Details

Hype Condition

Details

Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

Details

Analyst Consensus

Not Available
Details
For the selected time horizon STRATEGIC ALLOCATION AGGRESSIVE has a Risk Adjusted Performance of 0.0546, Jensen Alpha of (0.008585), Total Risk Alpha of (0.010753), Sortino Ratio of (0.012634) and Treynor Ratio of 0.0465
We provide advice to complement the current expert consensus on STRATEGIC ALLOCATION. Our dynamic recommendation engine harnesses a multidimensional algorithm to analyze the entity's potential to grow using all technical and fundamental data available at this particular time. Use STRATEGIC ALLOCATION three year return and cash position weight to ensure your buy or sell decision on STRATEGIC ALLOCATION is adequate.

STRATEGIC ALLOCATION Trading Alerts and Improvement Suggestions

STRATEGIC ALLOCATION is unlikely to experience financial distress in the next 2 years
The fund holds about 6.12% of its assets under management (AUM) in cash

STRATEGIC ALLOCATION Returns Distribution Density

The distribution of STRATEGIC ALLOCATION's historical returns is an attempt to chart the uncertainty of STRATEGIC ALLOCATION's future price movements. The chart of the probability distribution of STRATEGIC ALLOCATION stock daily returns describes the distribution of returns around its average expected value. We use STRATEGIC ALLOCATION AGGRESSIVE price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of STRATEGIC ALLOCATION returns is essential to provide solid investment advice for STRATEGIC ALLOCATION.
Mean Return0.05Value At Risk-1.78
Potential Upside2.14Standard Deviation1.34
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of STRATEGIC ALLOCATION 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.

STRATEGIC ALLOCATION 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 STRATEGIC ALLOCATION or American Century 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 STRATEGIC ALLOCATION'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 STRATEGIC 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
-0.0086
β
Beta against NYSE Composite0.86
σ
Overall volatility
1.34
Ir
Information ratio -0.01

STRATEGIC ALLOCATION Volatility Alert

STRATEGIC ALLOCATION AGGRESSIVE has relatively low volatility with skewness of 0.41 and kurtosis of 1.18. However, we advise all investors to independently investigate STRATEGIC ALLOCATION AGGRESSIVE to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure STRATEGIC ALLOCATION'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 STRATEGIC ALLOCATION'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 stocks as prices fall.

STRATEGIC ALLOCATION Fundamentals Vs Peers

Comparing STRATEGIC ALLOCATION'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 STRATEGIC ALLOCATION's direct or indirect competition across all of the common fundamentals between STRATEGIC ALLOCATION and the related equities. This way, we can detect undervalued stocks with similar characteristics as STRATEGIC ALLOCATION or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of STRATEGIC ALLOCATION's fundamental indicators could also be used in its relative valuation, which is a method of valuing STRATEGIC ALLOCATION by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare STRATEGIC ALLOCATION to competition
FundamentalsSTRATEGIC ALLOCATIONPeer Average
Price to Earning18.44 X6.53 X
Price to Book2.44 X0.74 X
Price to Sales1.57 X0.61 X
One Year Return7.75 %4.15 %
Three Year Return6.10 %3.60 %
Five Year Return5.58 %3.24 %
Ten Year Return8.92 %1.79 %
Net Asset575.44 M4.11 B
Last Dividend Paid0.080.65
Cash Position Weight6.12 %10.61 %
Equity Positions Weight73.16 %63.90 %
Bond Positions Weight5.02 %11.24 %

STRATEGIC ALLOCATION Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as STRATEGIC . 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.

About STRATEGIC ALLOCATION Buy or Sell Advice

When is the right time to buy or sell STRATEGIC ALLOCATION AGGRESSIVE? Buying financial instruments such as STRATEGIC 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 STRATEGIC ALLOCATION 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 Sports Thematic Idea Now

Sports
Sports Theme
Companies in sporting activities arena as well as manufacturers of sporting goods and sport retailers. The Sports theme has 25 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 Sports Theme or any other thematic opportunities.
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Please continue to STRATEGIC ALLOCATION 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. You can also try Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.

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When running STRATEGIC ALLOCATION price analysis, check to measure STRATEGIC ALLOCATION'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 STRATEGIC ALLOCATION is operating at the current time. Most of STRATEGIC ALLOCATION's value examination focuses on studying past and present price action to predict the probability of STRATEGIC ALLOCATION's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move STRATEGIC ALLOCATION's price. Additionally, you may evaluate how the addition of STRATEGIC ALLOCATION to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between STRATEGIC ALLOCATION's value and its price as these two are different measures arrived at by different means. Investors typically determine STRATEGIC ALLOCATION value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, STRATEGIC ALLOCATION'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.