APEXCM Mutual Fund Buy Hold or Sell Recommendation

Mutual Funds USA . 
Fund . APEXCM SMALLMID CAP
APSGX Fund  USD 15.22  0.25  1.67%   
Assuming the 90 days horizon and your complete indifference towards market risk, our recommendation regarding APEXCM SMALLMID CAP is 'Not Rated'. Macroaxis provides APEXCM SMALLMID buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding APSGX positions. The advice algorithm takes into account all of APEXCM SMALLMID's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from APEXCM SMALLMID's buy-and-hold perspective. Check out APEXCM SMALLMID 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. In addition, we conduct extensive research on individual funds such as APEXCM and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards APEXCM SMALLMID CAP. Also, note that the market value of any Mutual Fund could be tightly coupled with the direction of predictive economic indicators such as various price indices.

Execute APEXCM SMALLMID Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell APEXCM SMALLMIDBuy APEXCM SMALLMID
Hold

Market Performance

Good
Details

Volatility

Out of control
Details

Hype Condition

Under hyped
Details

Current Valuation

Undervalued
Details

Odds of Distress

Very Small
Details

Economic Sensitivity

Almost neglects market trends
Details

Analyst Consensus

Not Available
Details
For the selected time horizon APEXCM SMALLMID CAP has a Risk Adjusted Performance of 0.1618, Jensen Alpha of 0.178, Total Risk Alpha of 0.1775, Sortino Ratio of 0.1635 and Treynor Ratio of (0.63)
Our trade advice tool can cross-verify current analyst consensus on APEXCM SMALLMID CAP and to analyze the fund potential to grow in the future. Please makes use of APEXCM SMALLMID price to book and five year return to make buy, hold, or sell decision on APEXCM SMALLMID CAP.

APEXCM SMALLMID Trading Alerts and Improvement Suggestions

APEXCM SMALLMID CAP is unlikely to experience financial distress in the next 2 years
The fund holds 96.84% of its assets under management (AUM) in equities

APEXCM SMALLMID Returns Distribution Density

The distribution of APEXCM SMALLMID's historical returns is an attempt to chart the uncertainty of APEXCM SMALLMID's future price movements. The chart of the probability distribution of APEXCM SMALLMID stock daily returns describes the distribution of returns around its average expected value. We use APEXCM SMALLMID CAP price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of APEXCM SMALLMID returns is essential to provide solid investment advice for APEXCM SMALLMID.
Mean Return0.19Value At Risk-1.58
Potential Upside1.85Standard Deviation1.07
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of APEXCM SMALLMID 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.
Backtest APEXCM SMALLMID CAP

APEXCM SMALLMID 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 APEXCM SMALLMID or Fiera Capital 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 APEXCM SMALLMID'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 APEXCM 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		0.18
β
Beta against NYSE Composite-0.28
σ
Overall volatility		1.07
Ir
Information ratio 0.17

APEXCM SMALLMID Volatility Alert

APEXCM SMALLMID CAP has relatively low volatility with skewness of -0.15 and kurtosis of -0.33. However, we advise all investors to independently investigate APEXCM SMALLMID CAP 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 APEXCM SMALLMID'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 APEXCM SMALLMID'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.

APEXCM SMALLMID Fundamentals Vs Peers

Comparing APEXCM SMALLMID'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 APEXCM SMALLMID's direct or indirect competition across all of the common fundamentals between APEXCM SMALLMID and the related equities. This way, we can detect undervalued stocks with similar characteristics as APEXCM SMALLMID or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of APEXCM SMALLMID's fundamental indicators could also be used in its relative valuation, which is a method of valuing APEXCM SMALLMID by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare APEXCM SMALLMID to competition
FundamentalsAPEXCM SMALLMIDPeer Average
Price to Earning20.60 X6.53 X
Price to Book3.59 X0.74 X
Price to Sales2.02 X0.61 X
One Year Return14.18 %4.15 %
Three Year Return10.96 %3.60 %
Five Year Return7.00 %3.24 %
Net Asset76.13 M4.11 B
Equity Positions Weight96.84 %63.90 %

About APEXCM SMALLMID Buy or Sell Advice

When is the right time to buy or sell APEXCM SMALLMID CAP? Buying financial instruments such as APEXCM 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 APEXCM SMALLMID 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.

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Investor Favorites
Investor Favorites Theme
Macroaxis most traded equities with largest long positions over the last 2 years. The Investor Favorites theme has 21 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 Investor Favorites Theme or any other thematic opportunities.
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Check out APEXCM SMALLMID 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. Note that the APEXCM SMALLMID CAP information on this page should be used as a complementary analysis to other APEXCM SMALLMID's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Share Portfolio module to track or share privately all of your investments from the convenience of any device.

Complementary Tools for APEXCM Mutual Fund analysis

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