Empiric 2500 Fund Buy Hold or Sell Recommendation
| EMCAX Fund | USD 58.81 0.16 0.27% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Empiric 2500 Fund is 'Strong Sell'. Macroaxis provides Empiric 2500 buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding EMCAX positions. The advice algorithm takes into account all of Empiric 2500's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Empiric 2500's buy or sell advice are summarized below:
Real Value 55.11 | Hype Value 58.81 | Market Value 58.81 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Empiric 2500 Fund given historical horizon and risk tolerance towards Empiric 2500. When Macroaxis issues a 'buy' or 'sell' recommendation for Empiric 2500 Fund, the advice is generated through an automated system that utilizes algorithms and statistical models.
Empiric |
Execute Empiric 2500 Buy or Sell Advice
The Empiric recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Empiric 2500 Fund. Macroaxis does not own or have any residual interests in Empiric 2500 Fund or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Empiric 2500's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Sell
Market Performance | Modest | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Analyst Consensus | Not Available | Details |
Empiric 2500 Trading Alerts and Improvement Suggestions
| The fund generated three year return of -1.0% | |
| Empiric 2500 retains about 8.56% of its assets under management (AUM) in cash |
Empiric 2500 Returns Distribution Density
The distribution of Empiric 2500's historical returns is an attempt to chart the uncertainty of Empiric 2500's future price movements. The chart of the probability distribution of Empiric 2500 daily returns describes the distribution of returns around its average expected value. We use Empiric 2500 Fund price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Empiric 2500 returns is essential to provide solid investment advice for Empiric 2500.
| Mean Return | 0.06 | Value At Risk | -1.23 | Potential Upside | 1.19 | Standard Deviation | 0.73 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Empiric 2500 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.
Empiric 2500 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 Empiric 2500 or Empiric 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 Empiric 2500'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 Empiric 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 | 0.05 | |
β | Beta against NYSE Composite | -0.02 | |
σ | Overall volatility | 0.75 | |
Ir | Information ratio | 0.01 |
Empiric 2500 Volatility Alert
Empiric 2500 Fund has low volatility with Treynor Ratio of -2.5, Maximum Drawdown of 2.78 and kurtosis of -0.7. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Empiric 2500'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 Empiric 2500'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.Empiric 2500 Fundamentals Vs Peers
Comparing Empiric 2500'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 Empiric 2500's direct or indirect competition across all of the common fundamentals between Empiric 2500 and the related equities. This way, we can detect undervalued stocks with similar characteristics as Empiric 2500 or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Empiric 2500's fundamental indicators could also be used in its relative valuation, which is a method of valuing Empiric 2500 by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Empiric 2500 to competition |
| Fundamentals | Empiric 2500 | Peer Average |
| Price To Earning | 14.95 X | 6.53 X |
| Price To Book | 3.02 X | 0.74 X |
| Price To Sales | 0.90 X | 0.61 X |
| Year To Date Return | 3.12 % | 0.39 % |
| One Year Return | 14.53 % | 4.15 % |
| Three Year Return | (0.82) % | 3.60 % |
| Five Year Return | 8.15 % | 3.24 % |
| Ten Year Return | 6.72 % | 1.79 % |
| Net Asset | 24.88 M | 4.11 B |
| Cash Position Weight | 8.56 % | 10.61 % |
| Equity Positions Weight | 91.44 % | 63.90 % |
Empiric 2500 Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Empiric . 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 | 58.81 | |||
| Day Typical Price | 58.81 | |||
| Price Action Indicator | (0.08) | |||
| Period Momentum Indicator | (0.16) |
About Empiric 2500 Buy or Sell Advice
When is the right time to buy or sell Empiric 2500 Fund? Buying financial instruments such as Empiric 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 Empiric 2500 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 Empiric 2500 information on this page should be used as a complementary analysis to other Empiric 2500'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 Stocks Directory module to find actively traded stocks across global markets.