Guggenheim Mutual Fund Buy Hold or Sell Recommendation

GIKRX -  USA Fund  

USD 25.30  0.03  0.12%

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

Guggenheim Advice 

 
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The advice is provided from Guggenheim Limited's buy-and-hold perspective. Please check Guggenheim Limited 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 Guggenheim and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Guggenheim Limited Duration.

Execute Guggenheim Limited Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Guggenheim LimitedBuy Guggenheim Limited
Strong Buy

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

UndervaluedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Moves indifferently to market movesDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Guggenheim Limited Duration has a Risk Adjusted Performance of (0.33), Jensen Alpha of (0.021294), Total Risk Alpha of (0.023143) and Treynor Ratio of 19.39
Our trade recommendations module complements current analysts and expert consensus on Guggenheim Limited Duration. It analyzes the fund potential to grow using all fundamental, technical, and market related data available at the time. Please utilize Guggenheim Limited Duration three year return and equity positions weight to make buy, hold, or sell decision on Guggenheim Limited.

Guggenheim Limited Trading Alerts and Improvement Suggestions

Guggenheim Limited generated a negative expected return over the last 90 days
Guggenheim Limited is unlikely to experience financial distress in the next 2 years
The fund retains about 9.54% of its assets under management (AUM) in cash

Guggenheim Limited Returns Distribution Density

The distribution of Guggenheim Limited's historical returns is an attempt to chart the future uncertainty of Guggenheim Limited's future price movements. The chart of the probability distribution of Guggenheim Limited stock daily returns describes the distribution of returns around its average expected value. We use Guggenheim Limited Duration price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Guggenheim Limited returns is essential to provide solid investment advice for Guggenheim Limited stock.
Mean Return-0.01Value At Risk-0.08
Potential Upside0.0395Standard Deviation0.044046
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Guggenheim Limited 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.

Guggenheim Limited 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 Guggenheim Limited or Guggenheim Investments 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 Guggenheim Limited 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 Guggenheim 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
-0.02
β
Beta against DOW-0.0011
σ
Overall volatility
0.05
Ir
Information ratio -1.15

Guggenheim Limited Volatility Alert

Guggenheim Limited Duration exhibits very low volatility with skewness of 0.26 and kurtosis of 0.35. However, we advise investors to further study Guggenheim Limited Duration 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 Guggenheim Limited'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 Guggenheim Limited'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.

Guggenheim Limited Fundamentals Vs Peers

Comparing Guggenheim Limited'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 Guggenheim Limited's direct or indirect competition across all of the common fundamentals between Guggenheim Limited and the related equities. This way, we can detect undervalued stocks with similar characteristics as Guggenheim Limited or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Guggenheim Limited's fundamental indicators could also be used in its relative valuation, which is a method of valuing Guggenheim Limited by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Guggenheim Limited to competition
FundamentalsGuggenheim LimitedPeer Average
One Year Return3.46 %4.15 %
Three Year Return2.69 %3.60 %
Five Year Return2.80 %3.24 %
Net Asset5.62 B4.11 B
Minimum Initial Investment2 M976.16 K
Last Dividend Paid0.040.65
Cash Position Weight9.54 %10.61 %
Equity Positions Weight0.36 %63.90 %
Bond Positions Weight86.29 %11.24 %

About Guggenheim Limited Buy or Sell Advice

When is the right time to buy or sell Guggenheim Limited Duration? Buying financial instruments such as Guggenheim 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 Guggenheim Limited 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 Guggenheim Limited 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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Moderate Theme
Funds or Etfs that combine stocks, bonds and money market instruments to get modest capital appreciation over time. Moderate theme has 40 constituents.
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Please check Guggenheim Limited 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 Guggenheim Limited information on this page should be used as a complementary analysis to other Guggenheim Limited'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 Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.

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When running Guggenheim Limited price analysis, check to measure Guggenheim Limited'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 Guggenheim Limited is operating at the current time. Most of Guggenheim Limited's value examination focuses on studying past and present price action to predict the probability of Guggenheim Limited's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Guggenheim Limited's price. Additionally, you may evaluate how the addition of Guggenheim Limited to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Guggenheim Limited's value and its price as these two are different measures arrived at by different means. Investors typically determine Guggenheim Limited value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Guggenheim Limited'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.