Ancora Microcap Fund Buy Hold or Sell Recommendation
| ANCIX Fund | USD 16.48 0.16 0.96% |
Assuming the 90 days horizon and your complete indifference towards market risk, our recommendation regarding Ancora Microcap Fund is 'Strong Buy'. Macroaxis provides Ancora Microcap buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding ANCIX positions. The advice algorithm takes into account all of Ancora Microcap's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Ancora Microcap's buy or sell advice are summarized below:
Real Value 16.52 | Hype Value 16.45 | Market Value 16.48 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Ancora Microcap Fund given historical horizon and risk tolerance towards Ancora Microcap. When Macroaxis issues a 'buy' or 'sell' recommendation for Ancora Microcap Fund, the advice is generated through an automated system that utilizes algorithms and statistical models.
Ancora |
Execute Ancora Microcap Buy or Sell Advice
The Ancora recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Ancora Microcap Fund. Macroaxis does not own or have any residual interests in Ancora Microcap Fund or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Ancora Microcap's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | Insignificant | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Analyst Consensus | Not Available | Details |
Ancora Microcap Trading Alerts and Improvement Suggestions
| The fund holds about 7.25% of its assets under management (AUM) in cash |
Ancora Microcap Returns Distribution Density
The distribution of Ancora Microcap's historical returns is an attempt to chart the uncertainty of Ancora Microcap's future price movements. The chart of the probability distribution of Ancora Microcap daily returns describes the distribution of returns around its average expected value. We use Ancora Microcap Fund price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Ancora Microcap returns is essential to provide solid investment advice for Ancora Microcap.
| Mean Return | 0.04 | Value At Risk | -1.64 | Potential Upside | 1.53 | Standard Deviation | 0.95 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Ancora Microcap 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.
Ancora Microcap 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 Ancora Microcap 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 Ancora Microcap'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 Ancora 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 | -0.02 | |
β | Beta against NYSE Composite | 1.09 | |
σ | Overall volatility | 0.96 | |
Ir | Information ratio | -0.02 |
Ancora Microcap Volatility Alert
Ancora Microcap Fund has low volatility with Treynor Ratio of 0.03, Maximum Drawdown of 4.37 and kurtosis of 0.41. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Ancora Microcap'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 Ancora Microcap'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.Ancora Microcap Fundamentals Vs Peers
Comparing Ancora Microcap'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 Ancora Microcap's direct or indirect competition across all of the common fundamentals between Ancora Microcap and the related equities. This way, we can detect undervalued stocks with similar characteristics as Ancora Microcap or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Ancora Microcap's fundamental indicators could also be used in its relative valuation, which is a method of valuing Ancora Microcap by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Ancora Microcap to competition |
| Fundamentals | Ancora Microcap | Peer Average |
| Price To Earning | 18.79 X | 6.53 X |
| Price To Book | 1.19 X | 0.74 X |
| Price To Sales | 0.53 X | 0.61 X |
| Annual Yield | 0.01 % | 0.29 % |
| Year To Date Return | 2.06 % | 0.39 % |
| One Year Return | 17.92 % | 4.15 % |
| Three Year Return | 5.86 % | 3.60 % |
| Five Year Return | 10.08 % | 3.24 % |
| Ten Year Return | 4.58 % | 1.79 % |
| Net Asset | 15.74 M | 4.11 B |
| Minimum Initial Investment | 5 K | 976.16 K |
| Cash Position Weight | 7.25 % | 10.61 % |
| Equity Positions Weight | 92.75 % | 63.90 % |
Ancora Microcap Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Ancora . 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 | 16.48 | |||
| Day Typical Price | 16.48 | |||
| Price Action Indicator | (0.08) | |||
| Period Momentum Indicator | (0.16) | |||
| Relative Strength Index | 70.32 |
About Ancora Microcap Buy or Sell Advice
When is the right time to buy or sell Ancora Microcap Fund? Buying financial instruments such as Ancora 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 Ancora Microcap 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 Insider Screener module to find insiders across different sectors to evaluate their impact on performance.