Core Bond Series Fund Buy Hold or Sell Recommendation
| EXCIX Fund | USD 8.13 0.03 0.37% |
Assuming the 90 days horizon and your complete indifference towards market risk, our recommendation regarding Core Bond Series is 'Strong Buy'. Macroaxis provides Core Bond buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding EXCIX positions. The advice algorithm takes into account all of Core Bond's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Core Bond's buy or sell advice are summarized below:
Real Value 8.17 | Hype Value 8.13 | Market Value 8.13 | Naive Value 8.13 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Core Bond Series given historical horizon and risk tolerance towards Core Bond. When Macroaxis issues a 'buy' or 'sell' recommendation for Core Bond Series, the advice is generated through an automated system that utilizes algorithms and statistical models.
Core |
Execute Core Bond Buy or Sell Advice
The Core recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Core Bond Series. Macroaxis does not own or have any residual interests in Core Bond Series or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Core Bond's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Analyst Consensus | Not Available | Details |
Core Bond Trading Alerts and Improvement Suggestions
| Core Bond Series generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Man accused of managing AAP funds during Goa polls latest arrest in EDs excise policy case party calls probe politically motivated - The Indian Express | |
| The fund generated three year return of -3.0% | |
| Core Bond Series retains about 98.78% of its assets under management (AUM) in fixed income securities |
Core Bond Returns Distribution Density
The distribution of Core Bond's historical returns is an attempt to chart the uncertainty of Core Bond's future price movements. The chart of the probability distribution of Core Bond daily returns describes the distribution of returns around its average expected value. We use Core Bond Series price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Core Bond returns is essential to provide solid investment advice for Core Bond.
| Mean Return | -0.03 | Value At Risk | -0.84 | Potential Upside | 0.48 | Standard Deviation | 0.36 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Core Bond 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.
Core Bond 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 Core Bond or Manning & Napier 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 Core Bond'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 Core 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 | -0.06 | |
β | Beta against NYSE Composite | 0.26 | |
σ | Overall volatility | 0.37 | |
Ir | Information ratio | -0.28 |
Core Bond Volatility Alert
Core Bond Series exhibits very low volatility with skewness of -0.56 and kurtosis of -0.02. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Core Bond'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 Core Bond'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.Core Bond Fundamentals Vs Peers
Comparing Core Bond'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 Core Bond's direct or indirect competition across all of the common fundamentals between Core Bond and the related equities. This way, we can detect undervalued stocks with similar characteristics as Core Bond or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Core Bond's fundamental indicators could also be used in its relative valuation, which is a method of valuing Core Bond by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Core Bond to competition |
| Fundamentals | Core Bond | Peer Average |
| Annual Yield | 0.01 % | 0.29 % |
| Year To Date Return | 5.76 % | 0.39 % |
| One Year Return | (0.37) % | 4.15 % |
| Three Year Return | (3.01) % | 3.60 % |
| Five Year Return | 0.38 % | 3.24 % |
| Ten Year Return | 4.17 % | 1.79 % |
| Net Asset | 314.95 M | 4.11 B |
| Minimum Initial Investment | 1000 K | 976.16 K |
| Last Dividend Paid | 0.03 | 0.65 |
| Cash Position Weight | 1.19 % | 10.61 % |
| Bond Positions Weight | 98.78 % | 11.24 % |
Core Bond Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Core . 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 | 8.13 | |||
| Day Typical Price | 8.13 | |||
| Price Action Indicator | (0.01) | |||
| Period Momentum Indicator | (0.03) |
About Core Bond Buy or Sell Advice
When is the right time to buy or sell Core Bond Series? Buying financial instruments such as Core 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 Core Bond 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. You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.