Ancorathelen Small Mid Cap Fund Buy Hold or Sell Recommendation
| AATIX Fund | USD 18.12 0.14 0.77% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Ancorathelen Small Mid Cap is 'Strong Hold'. Macroaxis provides Ancorathelen Small buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding AATIX positions. The advice algorithm takes into account all of Ancorathelen Small's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Ancorathelen Small's buy or sell advice are summarized below:
Real Value 18.05 | Hype Value 18.12 | Market Value 18.12 | Naive Value 18.21 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Ancorathelen Small Mid Cap given historical horizon and risk tolerance towards Ancorathelen Small. When Macroaxis issues a 'buy' or 'sell' recommendation for Ancorathelen Small Mid Cap, the advice is generated through an automated system that utilizes algorithms and statistical models.
Ancorathelen |
Execute Ancorathelen Small Buy or Sell Advice
The Ancorathelen recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Ancorathelen Small Mid Cap. Macroaxis does not own or have any residual interests in Ancorathelen Small Mid Cap or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Ancorathelen Small's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Modest | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Analyst Consensus | Not Available | Details |
Ancorathelen Small Trading Alerts and Improvement Suggestions
| The fund holds about 5.66% of its assets under management (AUM) in cash |
Ancorathelen Small Returns Distribution Density
The distribution of Ancorathelen Small's historical returns is an attempt to chart the uncertainty of Ancorathelen Small's future price movements. The chart of the probability distribution of Ancorathelen Small daily returns describes the distribution of returns around its average expected value. We use Ancorathelen Small Mid Cap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Ancorathelen Small returns is essential to provide solid investment advice for Ancorathelen Small.
| Mean Return | 0.12 | Value At Risk | -1.74 | Potential Upside | 1.68 | Standard Deviation | 0.97 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Ancorathelen Small 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.
Ancorathelen Small 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 Ancorathelen Small or Ancora 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 Ancorathelen Small'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 Ancorathelen 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 | -0.0034 | |
β | Beta against NYSE Composite | 1.40 | |
σ | Overall volatility | 0.97 | |
Ir | Information ratio | 0.03 |
Ancorathelen Small Volatility Alert
Ancorathelen Small Mid Cap has relatively low volatility with skewness of -0.46 and kurtosis of 0.5. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Ancorathelen Small'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 Ancorathelen Small'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.Ancorathelen Small Fundamentals Vs Peers
Comparing Ancorathelen Small'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 Ancorathelen Small's direct or indirect competition across all of the common fundamentals between Ancorathelen Small and the related equities. This way, we can detect undervalued stocks with similar characteristics as Ancorathelen Small or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Ancorathelen Small's fundamental indicators could also be used in its relative valuation, which is a method of valuing Ancorathelen Small by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Ancorathelen Small to competition |
| Fundamentals | Ancorathelen Small | Peer Average |
| Price To Earning | 21.25 X | 6.53 X |
| Price To Book | 1.92 X | 0.74 X |
| Price To Sales | 0.96 X | 0.61 X |
| Annual Yield | 0.01 % | 0.29 % |
| Year To Date Return | 4.04 % | 0.39 % |
| One Year Return | 22.28 % | 4.15 % |
| Three Year Return | 3.09 % | 3.60 % |
| Five Year Return | 8.70 % | 3.24 % |
| Net Asset | 145.94 M | 4.11 B |
| Last Dividend Paid | 0.05 | 0.65 |
| Cash Position Weight | 5.66 % | 10.61 % |
| Equity Positions Weight | 94.34 % | 63.90 % |
Ancorathelen Small Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Ancorathelen . 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 | 0.99 | |||
| Day Median Price | 18.12 | |||
| Day Typical Price | 18.12 | |||
| Price Action Indicator | (0.07) | |||
| Period Momentum Indicator | (0.14) |
About Ancorathelen Small Buy or Sell Advice
When is the right time to buy or sell Ancorathelen Small Mid Cap? Buying financial instruments such as Ancorathelen 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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