Hartford Schroders Tax Aware Fund Buy Hold or Sell Recommendation
| HFKYX Fund | USD 10.05 0.02 0.20% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Hartford Schroders Tax Aware is 'Cautious Hold'. Macroaxis provides Hartford Schroders buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding HFKYX positions. The advice algorithm takes into account all of Hartford Schroders' available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Hartford Schroders' buy or sell advice are summarized below:
Real Value 10.08 | Hype Value 10.05 | Market Value 10.05 | Naive Value 10.1 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Hartford Schroders Tax Aware given historical horizon and risk tolerance towards Hartford Schroders. When Macroaxis issues a 'buy' or 'sell' recommendation for Hartford Schroders Tax Aware, the advice is generated through an automated system that utilizes algorithms and statistical models.
Hartford |
Execute Hartford Schroders Buy or Sell Advice
The Hartford recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Hartford Schroders Tax Aware. Macroaxis does not own or have any residual interests in Hartford Schroders Tax Aware or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Hartford Schroders' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Analyst Consensus | Not Available | Details |
Hartford Schroders Trading Alerts and Improvement Suggestions
| Hartford Schroders generated a negative expected return over the last 90 days | |
| The fund generated three year return of -1.0% | |
| Hartford Schroders Tax retains most of the assets under management (AUM) in different types of exotic instruments. |
Hartford Schroders Returns Distribution Density
The distribution of Hartford Schroders' historical returns is an attempt to chart the uncertainty of Hartford Schroders' future price movements. The chart of the probability distribution of Hartford Schroders daily returns describes the distribution of returns around its average expected value. We use Hartford Schroders Tax Aware price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Hartford Schroders returns is essential to provide solid investment advice for Hartford Schroders.
| Mean Return | -0.0026 | Value At Risk | -0.49 | Potential Upside | 0.40 | Standard Deviation | 0.27 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Hartford Schroders 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.
Hartford Schroders 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 Hartford Schroders or Hartford Mutual 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 Hartford Schroders' 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 Hartford 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 Composite | 0.14 | |
σ | Overall volatility | 0.28 | |
Ir | Information ratio | -0.36 |
Hartford Schroders Volatility Alert
Hartford Schroders Tax Aware exhibits very low volatility with skewness of -0.73 and kurtosis of 1.77. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Hartford Schroders' 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 Hartford Schroders' 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 financial instruments as prices fall.Hartford Schroders Fundamentals Vs Peers
Comparing Hartford Schroders' 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 Hartford Schroders' direct or indirect competition across all of the common fundamentals between Hartford Schroders and the related equities. This way, we can detect undervalued stocks with similar characteristics as Hartford Schroders or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Hartford Schroders' fundamental indicators could also be used in its relative valuation, which is a method of valuing Hartford Schroders by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Hartford Schroders to competition |
| Fundamentals | Hartford Schroders | Peer Average |
| Annual Yield | 0 % | 0.29 % |
| Year To Date Return | 7.11 % | 0.39 % |
| One Year Return | 2.37 % | 4.15 % |
| Three Year Return | (1.39) % | 3.60 % |
| Five Year Return | 1.17 % | 3.24 % |
| Net Asset | 223.68 M | 4.11 B |
| Last Dividend Paid | 0.01 | 0.65 |
| Cash Position Weight | 2.29 % | 10.61 % |
| Bond Positions Weight | 1.89 % | 11.24 % |
Hartford Schroders Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Hartford . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Daily Balance Of Power | (9,223,372,036,855) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 10.05 | |||
| Day Typical Price | 10.05 | |||
| Price Action Indicator | (0.01) | |||
| Period Momentum Indicator | (0.02) | |||
| Relative Strength Index | 45.14 |
About Hartford Schroders Buy or Sell Advice
When is the right time to buy or sell Hartford Schroders Tax Aware? Buying financial instruments such as Hartford 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.
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In addition to having Hartford Schroders 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?
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Processed Foods
Companies producing and distributing processed foods to retail sectors. The Processed Foods theme has 39 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 Processed Foods Theme or any other thematic opportunities.
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Check out Hartford Schroders 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. You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.