Washington Mutual Investors Fund Buy Hold or Sell Recommendation
| CWMEX Fund | USD 59.02 0.47 0.79% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Washington Mutual Investors is 'Strong Hold'. Macroaxis provides Washington Mutual buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding CWMEX positions. The advice algorithm takes into account all of Washington Mutual's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Washington Mutual's buy or sell advice are summarized below:
Real Value 59.06 | Hype Value 59.01 | Market Value 59.02 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Washington Mutual Investors given historical horizon and risk tolerance towards Washington Mutual. When Macroaxis issues a 'buy' or 'sell' recommendation for Washington Mutual Investors, the advice is generated through an automated system that utilizes algorithms and statistical models.
Washington |
Execute Washington Mutual Buy or Sell Advice
The Washington recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Washington Mutual Investors. Macroaxis does not own or have any residual interests in Washington Mutual Investors or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Washington Mutual's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Analyst Consensus | Not Available | Details |
Washington Mutual Trading Alerts and Improvement Suggestions
| Latest headline from news.google.com: Cemex creates a copilot to cement its foundation with customers - Microsoft | |
| The fund holds 95.12% of its assets under management (AUM) in equities |
Washington Mutual Returns Distribution Density
The distribution of Washington Mutual's historical returns is an attempt to chart the uncertainty of Washington Mutual's future price movements. The chart of the probability distribution of Washington Mutual daily returns describes the distribution of returns around its average expected value. We use Washington Mutual Investors price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Washington Mutual returns is essential to provide solid investment advice for Washington Mutual.
| Mean Return | 0.07 | Value At Risk | -1.08 | Potential Upside | 1.06 | Standard Deviation | 0.63 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Washington Mutual 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.
Washington Mutual 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 Washington Mutual or American 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 Washington Mutual'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 Washington 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 | 0.02 | |
β | Beta against NYSE Composite | 0.91 | |
σ | Overall volatility | 0.64 | |
Ir | Information ratio | 0.02 |
Washington Mutual Volatility Alert
Washington Mutual Investors exhibits relatively low volatility with skewness of -0.29 and kurtosis of 0.12. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Washington Mutual'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 Washington Mutual'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.Washington Mutual Fundamentals Vs Peers
Comparing Washington Mutual'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 Washington Mutual's direct or indirect competition across all of the common fundamentals between Washington Mutual and the related equities. This way, we can detect undervalued stocks with similar characteristics as Washington Mutual or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Washington Mutual's fundamental indicators could also be used in its relative valuation, which is a method of valuing Washington Mutual by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Washington Mutual to competition |
| Fundamentals | Washington Mutual | Peer Average |
| Price To Earning | 3.41 X | 6.53 X |
| Price To Book | 3.08 X | 0.74 X |
| Price To Sales | 1.85 X | 0.61 X |
| Annual Yield | 0.01 % | 0.29 % |
| Year To Date Return | 7.70 % | 0.39 % |
| One Year Return | 24.00 % | 4.15 % |
| Three Year Return | 9.82 % | 3.60 % |
| Five Year Return | 12.12 % | 3.24 % |
| Ten Year Return | 11.72 % | 1.79 % |
| Net Asset | 110.28 B | 4.11 B |
| Last Dividend Paid | 0.17 | 0.65 |
| Cash Position Weight | 4.63 % | 10.61 % |
| Equity Positions Weight | 95.12 % | 63.90 % |
Washington Mutual Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Washington . 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 | 59.02 | |||
| Day Typical Price | 59.02 | |||
| Price Action Indicator | (0.23) | |||
| Period Momentum Indicator | (0.47) |
About Washington Mutual Buy or Sell Advice
When is the right time to buy or sell Washington Mutual Investors? Buying financial instruments such as Washington 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 Washington Mutual 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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ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Broad Equity ETFs theme has 469 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 Broad Equity ETFs Theme or any other thematic opportunities.
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Check out Washington Mutual 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 Washington Mutual information on this page should be used as a complementary analysis to other Washington Mutual'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 Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.