BrandywineGLOBAL Mutual Fund Buy Hold or Sell Recommendation

Mutual Funds USA . 
Fund . BrandywineGLOBAL - Corporate
BCAAX Fund  USD 10.03  0.01  0.1%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding BrandywineGLOBAL Corporate is 'Not Rated'. Macroaxis provides BrandywineGLOBAL buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding BCAAX positions. The advice algorithm takes into account all of BrandywineGLOBAL's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from BrandywineGLOBAL's buy-and-hold perspective. Check out BrandywineGLOBAL 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 BrandywineGLOBAL and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards BrandywineGLOBAL Corporate. Also, note that the market value of any Mutual Fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation.

Execute BrandywineGLOBAL Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell BrandywineGLOBALBuy BrandywineGLOBAL
Strong Sell

Market Performance

Insignificant
Details

Volatility

Out of control
Details

Hype Condition

Under hyped
Details

Current Valuation

Undervalued
Details

Odds of Distress

Very Small
Details

Economic Sensitivity

Barely shadows the market
Details

Analyst Consensus

Not Available
Details
For the selected time horizon BrandywineGLOBAL Corporate has a Mean Deviation of 0.162, Semi Deviation of 0.1387, Standard Deviation of 0.2461, Variance of 0.0606, Downside Variance of 0.0618 and Semi Variance of 0.0192
Our trade advice tool can cross-verify current analyst consensus on BrandywineGLOBAL - and to analyze the fund potential to grow in the current economic cycle. Please makes use of BrandywineGLOBAL number of employees and ten year return to make buy, hold, or sell decision on BrandywineGLOBAL -.

BrandywineGLOBAL Trading Alerts and Improvement Suggestions

BrandywineGLOBAL - is unlikely to experience financial distress in the next 2 years
The fund generated five year return of -4.0%
BrandywineGLOBAL - holds about 11.11% of its assets under management (AUM) in cash

BrandywineGLOBAL Returns Distribution Density

The distribution of BrandywineGLOBAL's historical returns is an attempt to chart the uncertainty of BrandywineGLOBAL's future price movements. The chart of the probability distribution of BrandywineGLOBAL stock daily returns describes the distribution of returns around its average expected value. We use BrandywineGLOBAL Corporate price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of BrandywineGLOBAL returns is essential to provide solid investment advice for BrandywineGLOBAL.
Mean Return0.0128Value At Risk-0.31
Potential Upside0.31Standard Deviation0.25
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of BrandywineGLOBAL 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 BrandywineGLOBAL -

BrandywineGLOBAL 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 BrandywineGLOBAL or Franklin Templeton Investments 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 BrandywineGLOBAL'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 BrandywineGLOBAL 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		0.004028
β
Beta against NYSE Composite0.08
σ
Overall volatility		0.25
Ir
Information ratio 0.07

BrandywineGLOBAL Volatility Alert

BrandywineGLOBAL Corporate exhibits very low volatility with skewness of 1.25 and kurtosis of 6.03. However, we advise investors to further study BrandywineGLOBAL Corporate technical indicators to ensure that all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure BrandywineGLOBAL'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 BrandywineGLOBAL'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.

BrandywineGLOBAL Fundamentals Vs Peers

Comparing BrandywineGLOBAL'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 BrandywineGLOBAL's direct or indirect competition across all of the common fundamentals between BrandywineGLOBAL and the related equities. This way, we can detect undervalued stocks with similar characteristics as BrandywineGLOBAL or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of BrandywineGLOBAL's fundamental indicators could also be used in its relative valuation, which is a method of valuing BrandywineGLOBAL by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare BrandywineGLOBAL to competition
FundamentalsBrandywineGLOBALPeer Average
One Year Return(8.97) %4.15 %
Three Year Return13.47 %3.60 %
Five Year Return(4.34) %3.24 %
Ten Year Return1.00 %1.79 %
Net Asset1.35 B4.11 B
Last Dividend Paid0.050.65
Cash Position Weight11.11 %10.61 %
Bond Positions Weight14.61 %11.24 %

About BrandywineGLOBAL Buy or Sell Advice

When is the right time to buy or sell BrandywineGLOBAL Corporate? Buying financial instruments such as BrandywineGLOBAL 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 BrandywineGLOBAL 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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Stores
Stores Theme
Companies providing different types of retail and wholesale services. The Stores theme has 37 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 Stores Theme or any other thematic opportunities.
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Check out BrandywineGLOBAL 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 BrandywineGLOBAL - information on this page should be used as a complementary analysis to other BrandywineGLOBAL'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 Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.

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