Federated Mutual Fund Buy Hold or Sell Recommendation

FGFIX -  USA Fund  

USD 9.59  0.05  0.52%

Assuming the 90 days horizon and your highly speculative risk level, our recommendation regarding Federated Mortgage is 'Hold'. Macroaxis provides Federated Mortgage buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding FGFIX positions. The advice algorithm takes into account all of Federated Mortgage's available fundamental, technical, and predictive indicators you will find on this site.

Federated Advice 

 
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The advice is provided from Federated Mortgage's buy-and-hold perspective. Please check Federated Mortgage 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. We conduct extensive research on individual funds such as Federated and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Federated Mortgage.

Execute Federated Mortgage Buy or Sell Advice

The Federated recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Federated Mortgage. Macroaxis does not own or have any residual interests in Federated Mortgage or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Federated Mortgage's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Federated MortgageBuy Federated Mortgage
Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Moves indifferently to market movesDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Federated Mortgage has a Risk Adjusted Performance of (0.16), Jensen Alpha of (0.04739), Total Risk Alpha of (0.07) and Treynor Ratio of 0.7033
We provide trade advice to complement the prevailing expert consensus on Federated Mortgage. Our dynamic recommendation engine uses a multidimensional algorithm to analyze the fund's potential to grow using all technical and fundamental data available at the time. Please use Federated Mortgage total asset and net asset to make buy, hold, or sell decision on Federated Mortgage.

Federated Mortgage Trading Alerts and Improvement Suggestions

Federated Mortgage generated a negative expected return over the last 90 days
Federated Mortgage is unlikely to experience financial distress in the next 2 years
The fund retains about 6.31% of its assets under management (AUM) in cash

Federated Mortgage Returns Distribution Density

The distribution of Federated Mortgage's historical returns is an attempt to chart the future uncertainty of Federated Mortgage's future price movements. The chart of the probability distribution of Federated Mortgage stock daily returns describes the distribution of returns around its average expected value. We use Federated Mortgage price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Federated Mortgage returns is essential to provide solid investment advice for Federated Mortgage stock.
Mean Return-0.04Value At Risk-0.52
Potential Upside0.30Standard Deviation0.25
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Federated Mortgage 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.

Federated Mortgage 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 Federated Mortgage or Federated 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 Federated Mortgage stock's price will be affected by overall stock 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 Federated stock'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 DOW
-0.05
β
Beta against DOW-0.07
σ
Overall volatility
0.25
Ir
Information ratio -0.45

Federated Mortgage Volatility Alert

Federated Mortgage exhibits very low volatility with skewness of -0.18 and kurtosis of 0.37. However, we advise investors to further study Federated Mortgage technical indicators to make sure all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Federated Mortgage's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Federated Mortgage'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 stocks as prices fall.

Federated Mortgage Implied Volatility

Federated Mortgage's implied volatility exposes the market's sentiment of Federated Mortgage stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Federated Mortgage's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Federated Mortgage stock will not fluctuate a lot when Federated Mortgage's options are near their expiration.

Federated Mortgage Fundamentals Vs Peers

Comparing Federated Mortgage'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 Federated Mortgage's direct or indirect competition across all of the common fundamentals between Federated Mortgage and the related equities. This way, we can detect undervalued stocks with similar characteristics as Federated Mortgage or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Federated Mortgage's fundamental indicators could also be used in its relative valuation, which is a method of valuing Federated Mortgage by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Federated Mortgage to competition
FundamentalsFederated MortgagePeer Average
One Year Return1.90 %4.15 %
Three Year Return2.27 %3.60 %
Five Year Return2.18 %3.24 %
Ten Year Return2.58 %1.79 %
Net Asset18.65 M4.11 B
Minimum Initial Investment1000 K976.16 K
Last Dividend Paid0.020.65
Cash Position Weight6.31 %10.61 %
Bond Positions Weight93.34 %11.24 %

About Federated Mortgage Buy or Sell Advice

When is the right time to buy or sell Federated Mortgage? Buying financial instruments such as Federated Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock 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. Although Federated Mortgage investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Federated Mortgage in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Run Wholesale Thematic Idea Now

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Wholesale Theme
Fama and French focuses on testing asset pricing under different economic assumptions. Wholesale theme has 61 constituents.
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Please check Federated Mortgage 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 Federated Mortgage information on this page should be used as a complementary analysis to other Federated Mortgage'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 Analyst Recommendations module to analyst recommendations and target price estimates broken down by several categories.

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When running Federated Mortgage price analysis, check to measure Federated Mortgage's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Federated Mortgage is operating at the current time. Most of Federated Mortgage's value examination focuses on studying past and present price action to predict the probability of Federated Mortgage's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Federated Mortgage's price. Additionally, you may evaluate how the addition of Federated Mortgage to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Federated Mortgage's value and its price as these two are different measures arrived at by different means. Investors typically determine Federated Mortgage value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Federated Mortgage's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.