FPA Paramount Buy Hold or Sell Recommendation

FPRAX -- USA Fund  

USD 21.53  0.14  0.65%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding FPA Paramount Fund is 'Hold'. Macroaxis provides FPA Paramount buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding FPRAX positions. The advice algorithm takes into account all of FPA Paramount Fund available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from FPRAX buy-and-hold prospective. Additionally see FPA Paramount Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell FPA ParamountBuy FPA Paramount
Hold

Hype Condition

Current Valuation

Odds of Distress

Analyst Consensus

Not Available
For the selected time horizon FPA Paramount Fund has a risk adjusted performance of 0.068, jensen alpha of 0.0562, total risk alpha of 0.0253, sortino ratio of 0.0227 and treynor ratio of (3.46)
Macroaxis buy, hold, or sell suggestion module can be used to complement current analysts and expert consensus on FPA Paramount Fund. Our buy or sell advice engine makes use of analyzes the entity potential to grow using all fundamental data market data available right now. Use FPA Paramount Fund Price to Earning, One Year Return as well as the relationship between One Year Return and Minimum Initial Investment to make sure your buy or sell decision on FPA Paramount Fund is adequate.

FPA Paramount Trading Alerts and Improvement Suggestions

Latest headline from finance.yahoo.com: US STOCKS-Wall Street gains on easing trade concerns, euro zone stimulus - Yahoo Finance
The fund retains 94.44% of its assets under management (AUM) in equities

FPA Paramount Returns Distribution Density

Mean Return0.07Value At Risk1.33
Potential Upside1.25Standard Deviation0.85
 Return Density 
      Distribution 

FPA Paramount Greeks

α
Alpha over DOW
=0.06
β
Beta against DOW=0.02
σ
Overall volatility
=0.86
Ir
Information ratio =0.0284

FPA Paramount Volatility Alert

FPA Paramount Fund has relatively low volatility with skewness of -0.95 and kurtosis of 2.36. However, we advise all investors to independently investigate FPA Paramount Fund to ensure market all accessible information is consistent with the expectations about its upside potential and future risk-adjusted return.
    
 Better Than Average     
    
 Worse Than Average Compare FPA Paramount to competition

FPA Paramount Fundamental Vs Peers

FundamentalsFPA ParamountPeer Average
Price to Earning17.95X6.53X
Price to Book2.45X0.74X
Price to Sales1.26X0.61X
One Year Return(4.86)% 4.15%
Three Year Return23.19% 3.60%
Five Year Return2.56% 3.24%
Ten Year Return6.95% 1.79%
Net Asset160.14M4.11B
Minimum Initial Investment1.5K976.16K
Last Dividend Paid0.080.65
Cash Position Weight2.87% 10.61%
Equity Positions Weight94.44% 63.90%
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