Allianzgi Mid Cap Fund Buy Hold or Sell Recommendation
| DRMAX Fund | USD 4.37 0.02 0.46% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Allianzgi Mid Cap Fund is 'Hold'. Macroaxis provides Allianzgi Mid buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding DRMAX positions. The advice algorithm takes into account all of Allianzgi Mid's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Allianzgi Mid's buy or sell advice are summarized below:
Real Value 4.39 | Hype Value 4.37 | Market Value 4.37 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Allianzgi Mid Cap Fund given historical horizon and risk tolerance towards Allianzgi Mid. When Macroaxis issues a 'buy' or 'sell' recommendation for Allianzgi Mid Cap Fund, the advice is generated through an automated system that utilizes algorithms and statistical models.
Allianzgi |
Execute Allianzgi Mid Buy or Sell Advice
The Allianzgi recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Allianzgi Mid Cap Fund. Macroaxis does not own or have any residual interests in Allianzgi Mid Cap Fund or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Allianzgi Mid's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | Weak | Details | |
Volatility | Not too volatile | 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 |
Allianzgi Mid Trading Alerts and Improvement Suggestions
| The fund generated three year return of -2.0% | |
| Allianzgi Mid Cap retains 99.07% of its assets under management (AUM) in equities |
Allianzgi Mid Returns Distribution Density
The distribution of Allianzgi Mid's historical returns is an attempt to chart the uncertainty of Allianzgi Mid's future price movements. The chart of the probability distribution of Allianzgi Mid daily returns describes the distribution of returns around its average expected value. We use Allianzgi Mid Cap Fund price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Allianzgi Mid returns is essential to provide solid investment advice for Allianzgi Mid.
| Mean Return | 0.07 | Value At Risk | -1.74 | Potential Upside | 1.54 | Standard Deviation | 1.02 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Allianzgi 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.
Allianzgi 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 Allianzgi Mid or Allianz 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 Allianzgi 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 Allianzgi 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 | -0.0066 | |
β | Beta against NYSE Composite | 1.18 | |
σ | Overall volatility | 1.02 | |
Ir | Information ratio | 0 |
Allianzgi Mid Volatility Alert
Allianzgi Mid Cap Fund has relatively low volatility with skewness of -0.71 and kurtosis of 1.13. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Allianzgi 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 Allianzgi 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.Allianzgi Mid Fundamentals Vs Peers
Comparing Allianzgi 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 Allianzgi Mid's direct or indirect competition across all of the common fundamentals between Allianzgi Mid and the related equities. This way, we can detect undervalued stocks with similar characteristics as Allianzgi Mid or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Allianzgi Mid's fundamental indicators could also be used in its relative valuation, which is a method of valuing Allianzgi Mid by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Allianzgi Mid to competition |
| Fundamentals | Allianzgi Mid | Peer Average |
| Price To Earning | 21.73 X | 6.53 X |
| Price To Book | 3.33 X | 0.74 X |
| Price To Sales | 1.89 X | 0.61 X |
| Year To Date Return | 5.45 % | 0.39 % |
| One Year Return | 24.65 % | 4.15 % |
| Three Year Return | (2.13) % | 3.60 % |
| Five Year Return | 12.10 % | 3.24 % |
| Ten Year Return | 12.87 % | 1.79 % |
| Net Asset | 322.12 M | 4.11 B |
| Cash Position Weight | 0.93 % | 10.61 % |
| Equity Positions Weight | 99.07 % | 63.90 % |
Allianzgi Mid Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Allianzgi . 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 | 1.0 | |||
| Day Median Price | 4.37 | |||
| Day Typical Price | 4.37 | |||
| Price Action Indicator | (0.01) | |||
| Period Momentum Indicator | (0.02) |
About Allianzgi Mid Buy or Sell Advice
When is the right time to buy or sell Allianzgi Mid Cap Fund? Buying financial instruments such as Allianzgi 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 Allianzgi 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 Allianzgi Mid Cap information on this page should be used as a complementary analysis to other Allianzgi 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 Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.