Limited Duration Fund Buy Hold or Sell Recommendation
| AASTX Fund | USD 9.02 0.02 0.22% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Limited Duration Fund is 'Cautious Hold'. Macroaxis provides Limited Duration buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding AASTX positions. The advice algorithm takes into account all of Limited Duration's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Limited Duration's buy or sell advice are summarized below:
Real Value 9.02 | Hype Value 9.02 | Market Value 9.02 | Naive Value 9.02 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Limited Duration Fund given historical horizon and risk tolerance towards Limited Duration. When Macroaxis issues a 'buy' or 'sell' recommendation for Limited Duration Fund, the advice is generated through an automated system that utilizes algorithms and statistical models.
Limited |
Execute Limited Duration Buy or Sell Advice
The Limited recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Limited Duration Fund. Macroaxis does not own or have any residual interests in Limited Duration Fund or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Limited Duration'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 | Barely shadows the market | Details | |
Analyst Consensus | Not Available | Details |
Limited Duration Trading Alerts and Improvement Suggestions
| The fund generated three year return of 0.0% | |
| Limited Duration holds most of the assets under management (AUM) in different types of exotic instruments. |
Limited Duration Returns Distribution Density
The distribution of Limited Duration's historical returns is an attempt to chart the uncertainty of Limited Duration's future price movements. The chart of the probability distribution of Limited Duration daily returns describes the distribution of returns around its average expected value. We use Limited Duration Fund price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Limited Duration returns is essential to provide solid investment advice for Limited Duration.
| Mean Return | 0.01 | Value At Risk | -0.22 | Potential Upside | 0.22 | Standard Deviation | 0.18 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Limited Duration 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.
Limited Duration 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 Limited Duration or Cavanal Hill 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 Limited Duration'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 Limited 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 | 0.0007 | |
β | Beta against NYSE Composite | 0.02 | |
σ | Overall volatility | 0.18 | |
Ir | Information ratio | -0.29 |
Limited Duration Volatility Alert
Limited Duration Fund exhibits very low volatility with skewness of -0.2 and kurtosis of 0.26. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Limited Duration'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 Limited Duration'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.Limited Duration Fundamentals Vs Peers
Comparing Limited Duration'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 Limited Duration's direct or indirect competition across all of the common fundamentals between Limited Duration and the related equities. This way, we can detect undervalued stocks with similar characteristics as Limited Duration or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Limited Duration's fundamental indicators could also be used in its relative valuation, which is a method of valuing Limited Duration by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Limited Duration to competition |
| Fundamentals | Limited Duration | Peer Average |
| Annual Yield | 0 % | 0.29 % |
| Year To Date Return | 0.96 % | 0.39 % |
| One Year Return | 3.78 % | 4.15 % |
| Three Year Return | (0.13) % | 3.60 % |
| Five Year Return | 1.15 % | 3.24 % |
| Ten Year Return | 2.56 % | 1.79 % |
| Net Asset | 97.39 M | 4.11 B |
| Last Dividend Paid | 0.01 | 0.65 |
| Cash Position Weight | 4.41 % | 10.61 % |
| Bond Positions Weight | 3.50 % | 11.24 % |
Limited Duration Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Limited . 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 | (9,223,372,036,855) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 9.02 | |||
| Day Typical Price | 9.02 | |||
| Price Action Indicator | (0.01) | |||
| Period Momentum Indicator | (0.02) |
About Limited Duration Buy or Sell Advice
When is the right time to buy or sell Limited Duration Fund? Buying financial instruments such as Limited 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.
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Check out Limited Duration 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 the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.