DNLRX Mutual Fund Buy Hold or Sell Recommendation

DNLRX -  USA Fund  

USD 70.51  0.21  0.30%

Assuming the 90 days horizon and your complete indifference towards market risk, our recommendation regarding BNY Mellon Active is 'Strong Buy'. Macroaxis provides BNY Mellon buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding DNLRX positions. The advice algorithm takes into account all of BNY Mellon's available fundamental, technical, and predictive indicators you will find on this site.

DNLRX Advice 

 
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The advice is provided from BNY Mellon's buy-and-hold perspective. Continue to BNY Mellon 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. We conduct extensive research on individual funds such as DNLRX and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards BNY Mellon Active.

Execute BNY Mellon Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell BNY MellonBuy BNY Mellon
Strong Buy

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

UndervaluedDetails

Odds of Distress

Below AverageDetails

Economic Sensitivity

Almost mirrors the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon BNY Mellon Active has a Risk Adjusted Performance of 0.0729, Jensen Alpha of 0.0592, Total Risk Alpha of 0.0587, Sortino Ratio of 0.0757 and Treynor Ratio of 0.0682
Macroaxis provides unbiased investment recommendation on BNY Mellon Active that should be used to complement current analysts and expert consensus on BNY Mellon Active. Our trade advice engine determines the fund's potential to grow exclusively from the perspective of an investors' current risk tolerance and investing horizon. Use BNY Mellon Active price to book, five year return, as well as the relationship between the Five Year Return and equity positions weight to ensure your buy or sell decision on BNY Mellon Active is adequate.

BNY Mellon Trading Alerts and Improvement Suggestions

The fund generated three year return of -1.0%
BNY Mellon Active retains 99.37% of its assets under management (AUM) in equities

BNY Mellon Returns Distribution Density

The distribution of BNY Mellon's historical returns is an attempt to chart the future uncertainty of BNY Mellon's future price movements. The chart of the probability distribution of BNY Mellon stock daily returns describes the distribution of returns around its average expected value. We use BNY Mellon Active price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of BNY Mellon returns is essential to provide solid investment advice for BNY Mellon stock.
Mean Return0.08Value At Risk-1.46
Potential Upside1.37Standard Deviation0.82
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of BNY Mellon 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.

BNY Mellon 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 BNY Mellon or BNY Mellon 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 BNY Mellon stock's price will be affected by overall stock 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 DNLRX stock'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 DOW
0.06
β
Beta against DOW0.96
σ
Overall volatility
0.79
Ir
Information ratio 0.07

BNY Mellon Volatility Alert

BNY Mellon Active exhibits relatively low volatility with skewness of 0.06 and kurtosis of -0.07. However, we advice investors to further investigate BNY Mellon Active to ensure all market statistics is disseminated and is consistent with investors' estimations about BNY Mellon upside potential. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure BNY Mellon's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact BNY Mellon'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.

BNY Mellon Fundamentals Vs Peers

Comparing BNY Mellon'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 BNY Mellon's direct or indirect competition across all of the common fundamentals between BNY Mellon and the related equities. This way, we can detect undervalued stocks with similar characteristics as BNY Mellon or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of BNY Mellon's fundamental indicators could also be used in its relative valuation, which is a method of valuing BNY Mellon by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare BNY Mellon to competition
FundamentalsBNY MellonPeer Average
Price to Earning18.60 X6.53 X
Price to Book2.74 X0.74 X
Price to Sales1.02 X0.61 X
One Year Return(5.63) %4.15 %
Three Year Return(0.88) %3.60 %
Five Year Return1.18 %3.24 %
Ten Year Return8.48 %1.79 %
Net Asset489.9 M4.11 B
Minimum Initial Investment1 K976.16 K
Last Dividend Paid0.050.65
Cash Position Weight0.63 %10.61 %
Equity Positions Weight99.37 %63.90 %

About BNY Mellon Buy or Sell Advice

When is the right time to buy or sell BNY Mellon Active? Buying financial instruments such as DNLRX Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock 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. Although BNY Mellon investors may find it confusing at the beginning, 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 BNY Mellon 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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Furniture Theme
Companies producing and selling home and office furniture. Furniture theme has 19 constituents.
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Continue to BNY Mellon 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 BNY Mellon Active information on this page should be used as a complementary analysis to other BNY Mellon'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 Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..

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Please note, there is a significant difference between BNY Mellon's value and its price as these two are different measures arrived at by different means. Investors typically determine BNY Mellon value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, BNY Mellon'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.