Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding JM Balanced Dir HY Bns Princ is 'Not Rated'. Macroaxis provides JM Balanced buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding F00000V5UM positions. The advice algorithm takes into account all of JM Balanced Dir available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from F00000V5UM buy-and-hold prospective. Additionally see Investing Opportunities.
For the selected time horizon JM Balanced Dir HY Bns Princ has a risk adjusted performance of 0.01, jensen alpha of 0.0, total risk alpha of 0.0 and treynor ratio of 0.0Macroaxis buy, hold, or sell suggestion tool can be used to complement JM Balanced Dir buy or sell recommendation provided by experts. It analyzes the entity potential to grow against your specific risk preferences and investment horizon. Please utilize JM Balanced Dir Minimum Initial Investment, Equity Positions Weight and the relationship between Net Asset and Cash Position Weight to make buy, hold, or sell decision on JM Balanced Dir HY Bns Princ.
JM Balanced Trading Alerts and Improvement Suggestions
|JM Balanced Dir is not yet fully synchronised with the market data|
|JM Balanced Dir generates negative expected return over the last 30 days|
|The fund retains about 51.44% of its assets under management (AUM) in cash|
JM Balanced Returns Distribution Density
|Mean Return||0.05||Value At Risk||0.4|
|Potential Upside||0.45||Standard Deviation||0.24|