Congress Mid Cap Fund Buy Hold or Sell Recommendation
| CMIDX Fund | USD 24.01 0.28 1.15% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Congress Mid Cap is 'Strong Hold'. Macroaxis provides Congress Mid buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding CMIDX positions. The advice algorithm takes into account all of Congress Mid's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Congress Mid's buy or sell advice are summarized below:
Real Value 24.43 | Hype Value 24.29 | Market Value 24.01 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Congress Mid Cap given historical horizon and risk tolerance towards Congress Mid. When Macroaxis issues a 'buy' or 'sell' recommendation for Congress Mid Cap, the advice is generated through an automated system that utilizes algorithms and statistical models.
Congress |
Execute Congress Mid Buy or Sell Advice
The Congress recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Congress Mid Cap. Macroaxis does not own or have any residual interests in Congress Mid Cap or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Congress Mid's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Modest | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Analyst Consensus | Not Available | Details |
Congress Mid Trading Alerts and Improvement Suggestions
| The fund holds 98.13% of its assets under management (AUM) in equities |
Congress Mid Returns Distribution Density
The distribution of Congress Mid's historical returns is an attempt to chart the uncertainty of Congress Mid's future price movements. The chart of the probability distribution of Congress Mid daily returns describes the distribution of returns around its average expected value. We use Congress Mid Cap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Congress Mid returns is essential to provide solid investment advice for Congress Mid.
| Mean Return | 0.06 | Value At Risk | -1.71 | Potential Upside | 1.42 | Standard Deviation | 0.89 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Congress Mid 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.
Congress Mid 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 Congress Mid or Congress 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 Congress Mid'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 Congress 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 | -0.006 | |
β | Beta against NYSE Composite | 1.24 | |
σ | Overall volatility | 0.89 | |
Ir | Information ratio | 0.01 |
Congress Mid Volatility Alert
Congress Mid Cap has low volatility with Treynor Ratio of 0.04, Maximum Drawdown of 3.64 and kurtosis of -0.45. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Congress Mid'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 Congress Mid'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.Congress Mid Fundamentals Vs Peers
Comparing Congress Mid'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 Congress Mid's direct or indirect competition across all of the common fundamentals between Congress Mid and the related equities. This way, we can detect undervalued stocks with similar characteristics as Congress Mid or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Congress Mid's fundamental indicators could also be used in its relative valuation, which is a method of valuing Congress Mid by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Congress Mid to competition |
| Fundamentals | Congress Mid | Peer Average |
| Price To Earning | 22.21 X | 6.53 X |
| Price To Book | 4.43 X | 0.74 X |
| Price To Sales | 2.40 X | 0.61 X |
| Year To Date Return | 3.39 % | 0.39 % |
| One Year Return | 14.29 % | 4.15 % |
| Three Year Return | 0.48 % | 3.60 % |
| Five Year Return | 10.26 % | 3.24 % |
| Net Asset | 1.35 B | 4.11 B |
| Cash Position Weight | 1.87 % | 10.61 % |
| Equity Positions Weight | 98.13 % | 63.90 % |
Congress Mid Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Congress . 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 | 24.01 | |||
| Day Typical Price | 24.01 | |||
| Price Action Indicator | (0.14) | |||
| Period Momentum Indicator | (0.28) | |||
| Relative Strength Index | 46.21 |
About Congress Mid Buy or Sell Advice
When is the right time to buy or sell Congress Mid Cap? Buying financial instruments such as Congress 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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In addition to having Congress Mid 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.Did You Try This Idea?
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Check out Congress Mid 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 Congress Mid Cap information on this page should be used as a complementary analysis to other Congress Mid'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.