The Midcap Growth Fund Buy Hold or Sell Recommendation

CFAGX Fund  USD 46.25  0.48  1.05%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding The Midcap Growth is 'Hold'. Macroaxis provides The Midcap buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding CFAGX positions. The advice algorithm takes into account all of The Midcap's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting The Midcap's buy or sell advice are summarized below:
Real Value
45.75
Hype Value
46.25
Market Value
46.25
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell The Midcap Growth given historical horizon and risk tolerance towards The Midcap. When Macroaxis issues a 'buy' or 'sell' recommendation for The Midcap Growth, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out The Midcap 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 The and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards The Midcap Growth. 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 price.

Execute The Midcap Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell The MidcapBuy The Midcap
Hold

Market Performance

GoodDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Ignores market trendsDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon The Midcap Growth has a Risk Adjusted Performance of 0.096, Total Risk Alpha of (0.05) and Sortino Ratio of (0.03)
Our trade recommendation tool can be used to complement The Midcap Growth advice provided by experts. It analyzes the fund's potential to grow against your specific risk preferences and investment horizon. Use The Midcap price to book, one year return, as well as the relationship between the One Year Return and minimum initial investment to ensure your buy or sell decision on The Midcap Growth is adequate.

The Midcap Trading Alerts and Improvement Suggestions

The fund holds 99.87% of its assets under management (AUM) in equities

The Midcap Returns Distribution Density

The distribution of The Midcap's historical returns is an attempt to chart the uncertainty of The Midcap's future price movements. The chart of the probability distribution of The Midcap daily returns describes the distribution of returns around its average expected value. We use The Midcap Growth price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of The Midcap returns is essential to provide solid investment advice for The Midcap.
Mean Return
0.11
Value At Risk
-0.95
Potential Upside
1.12
Standard Deviation
0.67
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of The Midcap 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.

The Midcap 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 The Midcap or Commerce 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 The Midcap'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 The 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
0.00
β
Beta against NYSE Composite0.00
σ
Overall volatility
0.67
Ir
Information ratio -0.03

The Midcap Volatility Alert

The Midcap Growth exhibits relatively low volatility with skewness of -0.57 and kurtosis of 0.48. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure The Midcap'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 The Midcap'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.

The Midcap Fundamentals Vs Peers

Comparing The Midcap'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 The Midcap's direct or indirect competition across all of the common fundamentals between The Midcap and the related equities. This way, we can detect undervalued stocks with similar characteristics as The Midcap or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of The Midcap's fundamental indicators could also be used in its relative valuation, which is a method of valuing The Midcap by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare The Midcap to competition
FundamentalsThe MidcapPeer Average
Price To Earning23.94 X6.53 X
Price To Book4.93 X0.74 X
Price To Sales2.31 X0.61 X
Annual Yield0 %0.29 %
Year To Date Return5.17 %0.39 %
One Year Return23.39 %4.15 %
Three Year Return4.98 %3.60 %
Five Year Return11.20 %3.24 %
Ten Year Return12.92 %1.79 %
Net Asset224.37 M4.11 B
Minimum Initial Investment1 K976.16 K
Cash Position Weight0.13 %10.61 %
Equity Positions Weight99.87 %63.90 %

The Midcap Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as The . 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.

About The Midcap Buy or Sell Advice

When is the right time to buy or sell The Midcap Growth? Buying financial instruments such as The 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 The Midcap 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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Cryptocurrency ETFs
Cryptocurrency ETFs Theme
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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 Cryptocurrency ETFs Theme or any other thematic opportunities.
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Check out The Midcap 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 The Midcap Growth information on this page should be used as a complementary analysis to other The Midcap'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 Sign In To Macroaxis module to sign in to explore Macroaxis' wealth optimization platform and fintech modules.

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