AAMA Equity Buy Hold or Sell Recommendation

AMFEX -- USA Fund  

USD 12.65  0.05  0.40%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding AAMA Equity Fund is 'Strong Hold'. Macroaxis provides AAMA Equity buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding AMFEX positions. The advice algorithm takes into account all of AAMA Equity Fund available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from AMFEX buy-and-hold prospective. Check also AAMA Equity Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell AAMA EquityBuy AAMA Equity
Strong Hold

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available
For the selected time horizon AAMA Equity Fund has a risk adjusted performance of 0.0478, jensen alpha of 0.0481, total risk alpha of (0.008292), sortino ratio of 0.0074 and treynor ratio of 0.8924
Our buy or sell advice tool can be used to cross verify current analyst consensus on AAMA Equity Fund and to analyze the fund potential to grow in the future. Please makes use of AAMA Equity Number of Employees and Cash Position Weight to make buy, hold, or sell decision on AAMA Equity Fund.

AAMA Equity Trading Alerts and Improvement Suggestions

The fund holds about 18.87% of its assets under management (AUM) in cash

AAMA Equity Returns Distribution Density

Mean Return0.06Value At Risk1.11
Potential Upside1.25Standard Deviation0.81
 Return Density 
      Distribution 

AAMA Equity Greeks

α
Alpha over DOW
=0.048105
β
Beta against DOW=0.06
σ
Overall volatility
=0.82
Ir
Information ratio =0.0081

AAMA Equity Volatility Alert

AAMA Equity Fund has low volatility with Treynor Ratio of 0.89, Maximum Drawdown of 4.04 and kurtosis of 2.65. However, we advice all investors to further analyze AAMA Equity Fund to make certain all market information is desiminated and is consistent with the current expectations about AAMA Equity upside potential.
    
 Better Than Average     
    
 Worse Than Average Compare AAMA Equity to competition

AAMA Equity Fundamental Vs Peers

FundamentalsAAMA EquityPeer Average
Net Asset360.83 M4.11 B
Minimum Initial Investment10 K976.16 K
Last Dividend Paid0.090.65
Cash Position Weight18.87 10.61 
Equity Positions Weight81.13 63.90 
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