GATEWAY Mutual Fund Buy Hold or Sell Recommendation

GTECX Fund  USD 36.49  0.15  0.41%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding GATEWAY FUND CLASS is 'Strong Hold'. Macroaxis provides GATEWAY FUND buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding GTECX positions. The advice algorithm takes into account all of GATEWAY FUND's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from GATEWAY FUND's buy-and-hold perspective. Please check GATEWAY FUND 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 GATEWAY and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards GATEWAY FUND CLASS.

Execute GATEWAY FUND Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell GATEWAY FUNDBuy GATEWAY FUND
Strong Hold

Volatility

Details

Hype Condition

Details

Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

Details

Analyst Consensus

Not Available
Details
For the selected time horizon GATEWAY FUND CLASS has a Risk Adjusted Performance of 0.1121, Jensen Alpha of (0.02347), Total Risk Alpha of (0.026817), Sortino Ratio of (0.17) and Treynor Ratio of 0.1063
GATEWAY FUND CLASS investment recommendation module can be used to check and cross-verify current trade recommendations provided by analysts examining the fund's potential to grow using all of fundamental, technical, data market data available today. Please utilize GATEWAY FUND CLASS price to book, three year return, as well as the relationship between the Three Year Return and equity positions weight to make buy, hold, or sell decision on GATEWAY FUND.

GATEWAY FUND Returns Distribution Density

The distribution of GATEWAY FUND's historical returns is an attempt to chart the uncertainty of GATEWAY FUND's future price movements. The chart of the probability distribution of GATEWAY FUND stock daily returns describes the distribution of returns around its average expected value. We use GATEWAY FUND CLASS price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of GATEWAY FUND returns is essential to provide solid investment advice for GATEWAY FUND.
Mean Return0.07Value At Risk-0.91
Potential Upside1.03Standard Deviation0.63
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of GATEWAY FUND 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.

GATEWAY FUND 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 GATEWAY FUND or Natixis Funds 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 GATEWAY FUND'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 GATEWAY 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
-0.02
β
Beta against NYSE Composite0.54
σ
Overall volatility
0.63
Ir
Information ratio -0.14

GATEWAY FUND Volatility Alert

GATEWAY FUND CLASS exhibits very low volatility with skewness of 0.67 and kurtosis of 2.35. However, we advise investors to further study GATEWAY FUND CLASS technical indicators to ensure that 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 GATEWAY FUND'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 GATEWAY FUND'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.

GATEWAY FUND Fundamentals Vs Peers

Comparing GATEWAY FUND'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 GATEWAY FUND's direct or indirect competition across all of the common fundamentals between GATEWAY FUND and the related equities. This way, we can detect undervalued stocks with similar characteristics as GATEWAY FUND or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of GATEWAY FUND's fundamental indicators could also be used in its relative valuation, which is a method of valuing GATEWAY FUND by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare GATEWAY FUND to competition
FundamentalsGATEWAY FUNDPeer Average
Price to Earning19.13 X6.53 X
Price to Book2.68 X0.74 X
Price to Sales2.00 X0.61 X
One Year Return3.25 %4.15 %
Three Year Return1.57 %3.60 %
Five Year Return2.48 %3.24 %
Ten Year Return3.72 %1.79 %
Net Asset6.51 B4.11 B
Cash Position Weight3.27 %10.61 %
Equity Positions Weight96.73 %63.90 %

About GATEWAY FUND Buy or Sell Advice

When is the right time to buy or sell GATEWAY FUND CLASS? Buying financial instruments such as GATEWAY 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.

Use Investing Ideas to Build Portfolios

In addition to having GATEWAY FUND 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.

Did You Try This Idea?

Run Aggressive Thematic Idea Now

Aggressive
Aggressive Theme
Funds or Etfs that attempt to achieve high capital gains by investing in companies with high growth potential and above average risk. The Aggressive theme has 42 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Aggressive Theme or any other thematic opportunities.
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Please check GATEWAY FUND 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 GATEWAY FUND CLASS information on this page should be used as a complementary analysis to other GATEWAY FUND'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 Content Syndication module to quickly integrate customizable finance content to your own investment portal.

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Please note, there is a significant difference between GATEWAY FUND's value and its price as these two are different measures arrived at by different means. Investors typically determine GATEWAY FUND value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, GATEWAY FUND'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.