Unconstrained Bond Series Fund Buy Hold or Sell Recommendation
| EXCPX Fund | USD 9.67 0.01 0.10% |
Assuming the 90 days horizon and your typical level of risk aversion, our recommendation regarding Unconstrained Bond Series is 'Cautious Hold'. Macroaxis provides Unconstrained Bond buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding EXCPX positions. The advice algorithm takes into account all of Unconstrained Bond's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Unconstrained Bond's buy or sell advice are summarized below:
Real Value 9.68 | Hype Value 9.67 | Market Value 9.67 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Unconstrained Bond Series given historical horizon and risk tolerance towards Unconstrained Bond. When Macroaxis issues a 'buy' or 'sell' recommendation for Unconstrained Bond Series, the advice is generated through an automated system that utilizes algorithms and statistical models.
Unconstrained |
Execute Unconstrained Bond Buy or Sell Advice
The Unconstrained recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Unconstrained Bond Series. Macroaxis does not own or have any residual interests in Unconstrained Bond Series or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Unconstrained Bond's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
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 | Barely shadows the market | Details | |
Analyst Consensus | Not Available | Details |
Unconstrained Bond Trading Alerts and Improvement Suggestions
| Unconstrained Bond generated a negative expected return over the last 90 days | |
| The fund generated three year return of 0.0% | |
| Unconstrained Bond Series retains about 93.78% of its assets under management (AUM) in fixed income securities |
Unconstrained Bond Returns Distribution Density
The distribution of Unconstrained Bond's historical returns is an attempt to chart the uncertainty of Unconstrained Bond's future price movements. The chart of the probability distribution of Unconstrained Bond daily returns describes the distribution of returns around its average expected value. We use Unconstrained Bond Series price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Unconstrained Bond returns is essential to provide solid investment advice for Unconstrained Bond.
| Mean Return | -0.0061 | Value At Risk | -0.31 | Potential Upside | 0.21 | Standard Deviation | 0.18 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Unconstrained 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.
Unconstrained 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 Unconstrained 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 Unconstrained 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 Unconstrained 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 | -0.03 | |
β | Beta against NYSE Composite | 0.11 | |
σ | Overall volatility | 0.19 | |
Ir | Information ratio | -0.56 |
Unconstrained Bond Volatility Alert
Unconstrained Bond Series exhibits very low volatility with skewness of -0.98 and kurtosis of 1.59. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Unconstrained 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 Unconstrained 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.Unconstrained Bond Fundamentals Vs Peers
Comparing Unconstrained 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 Unconstrained Bond's direct or indirect competition across all of the common fundamentals between Unconstrained Bond and the related equities. This way, we can detect undervalued stocks with similar characteristics as Unconstrained Bond or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Unconstrained Bond's fundamental indicators could also be used in its relative valuation, which is a method of valuing Unconstrained Bond by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Unconstrained Bond to competition |
| Fundamentals | Unconstrained Bond | Peer Average |
| Annual Yield | 0.02 % | 0.29 % |
| Year To Date Return | 0.22 % | 0.39 % |
| One Year Return | 2.87 % | 4.15 % |
| Three Year Return | (0.17) % | 3.60 % |
| Five Year Return | 2.14 % | 3.24 % |
| Ten Year Return | 3.56 % | 1.79 % |
| Net Asset | 818.85 M | 4.11 B |
| Minimum Initial Investment | 2 K | 976.16 K |
| Last Dividend Paid | 0.07 | 0.65 |
| Cash Position Weight | 2.50 % | 10.61 % |
| Bond Positions Weight | 93.78 % | 11.24 % |
Unconstrained Bond Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Unconstrained . 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 | 9.2 T | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 9.67 | |||
| Day Typical Price | 9.67 | |||
| Price Action Indicator | 0.005 | |||
| Period Momentum Indicator | 0.01 |
About Unconstrained Bond Buy or Sell Advice
When is the right time to buy or sell Unconstrained Bond Series? Buying financial instruments such as Unconstrained 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 Unconstrained 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 Technical Analysis module to check basic technical indicators and analysis based on most latest market data.