Boston Trust Midcap Fund Buy Hold or Sell Recommendation
| BTMFX Fund | USD 23.24 0.08 0.35% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Boston Trust Midcap is 'Hold'. Macroaxis provides Boston Trust buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding BTMFX positions. The advice algorithm takes into account all of Boston Trust's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Boston Trust's buy or sell advice are summarized below:
Real Value 23.37 | Hype Value 23.24 | Market Value 23.24 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Boston Trust Midcap given historical horizon and risk tolerance towards Boston Trust. When Macroaxis issues a 'buy' or 'sell' recommendation for Boston Trust Midcap, the advice is generated through an automated system that utilizes algorithms and statistical models.
Boston |
Execute Boston Trust Buy or Sell Advice
The Boston recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Boston Trust Midcap. Macroaxis does not own or have any residual interests in Boston Trust Midcap or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Boston Trust's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Analyst Consensus | Not Available | Details |
Boston Trust Trading Alerts and Improvement Suggestions
| The fund holds 99.36% of its assets under management (AUM) in equities |
Boston Trust Returns Distribution Density
The distribution of Boston Trust's historical returns is an attempt to chart the uncertainty of Boston Trust's future price movements. The chart of the probability distribution of Boston Trust daily returns describes the distribution of returns around its average expected value. We use Boston Trust Midcap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Boston Trust returns is essential to provide solid investment advice for Boston Trust.
| Mean Return | 0.06 | Value At Risk | -1.38 | Potential Upside | 1.19 | Standard Deviation | 0.73 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Boston Trust 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.
Boston Trust 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 Boston Trust or Boston Trust Walden Funds 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 Boston Trust'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 Boston 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 | -0.03 | |
β | Beta against NYSE Composite | 1.12 | |
σ | Overall volatility | 0.73 | |
Ir | Information ratio | -0.03 |
Boston Trust Volatility Alert
Boston Trust Midcap has low volatility with Treynor Ratio of 0.05, Maximum Drawdown of 3.23 and kurtosis of 0.22. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Boston Trust'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 Boston Trust'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.Boston Trust Fundamentals Vs Peers
Comparing Boston Trust'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 Boston Trust's direct or indirect competition across all of the common fundamentals between Boston Trust and the related equities. This way, we can detect undervalued stocks with similar characteristics as Boston Trust or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Boston Trust's fundamental indicators could also be used in its relative valuation, which is a method of valuing Boston Trust by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Boston Trust to competition |
| Fundamentals | Boston Trust | Peer Average |
| Price To Earning | 19.79 X | 6.53 X |
| Price To Book | 3.32 X | 0.74 X |
| Price To Sales | 1.95 X | 0.61 X |
| Annual Yield | 0 % | 0.29 % |
| Year To Date Return | 1.44 % | 0.39 % |
| One Year Return | 11.43 % | 4.15 % |
| Three Year Return | 4.78 % | 3.60 % |
| Five Year Return | 8.63 % | 3.24 % |
| Ten Year Return | 11.41 % | 1.79 % |
| Net Asset | 205.44 M | 4.11 B |
| Minimum Initial Investment | 100 K | 976.16 K |
| Last Dividend Paid | 0.12 | 0.65 |
| Cash Position Weight | 0.64 % | 10.61 % |
| Equity Positions Weight | 99.36 % | 63.90 % |
Boston Trust Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Boston . 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 | 9.2 T | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 23.24 | |||
| Day Typical Price | 23.24 | |||
| Price Action Indicator | 0.04 | |||
| Period Momentum Indicator | 0.08 |
About Boston Trust Buy or Sell Advice
When is the right time to buy or sell Boston Trust Midcap? Buying financial instruments such as Boston 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 Boston Trust 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 Boston Trust Midcap information on this page should be used as a complementary analysis to other Boston Trust'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 Technical Analysis module to check basic technical indicators and analysis based on most latest market data.