American Indep Buy Hold or Sell Recommendation

IKSTX -- USA Fund  

USD 10.51  0.01  0.1%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding American Indep Kansas Tax Exempt Bond A is 'Hold'. Macroaxis provides American Indep buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding IKSTX positions. The advice algorithm takes into account all of American Indep Kansas available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from IKSTX buy-and-hold prospective. Please also check American Indep 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 American IndepBuy American Indep
Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available
For the selected time horizon American Indep Kansas Tax Exempt Bond A has a risk adjusted performance of 0.44, jensen alpha of 0.036962, total risk alpha of 0.027337, sortino ratio of 0.0 and treynor ratio of 1.03
This buy or sell advice tool can be used to cross verify current analyst consensus on American Indep Kansas and to analyze the fund potential to grow in the current economic cycle. Please makes use of American Indep One Year Return and Last Dividend Paid to make buy, hold, or sell decision on American Indep Kansas.

American Indep Returns Distribution Density

Mean Return0.03Value At Risk0.19
Potential Upside0.09Standard Deviation0.11
 Return Density 
      Distribution 

American Indep Greeks

α
Alpha over DOW
=0.04
β
Beta against DOW=0.0431
σ
Overall volatility
=0.11
Ir
Information ratio =1.19

American Indep Volatility Alert

American Indep Kansas Tax Exempt Bond A exhibits very low volatility with skewness of -1.54 and kurtosis of 3.99. However, we advise investors to further study American Indep Kansas Tax Exempt Bond A technical indicators to make sure all market info is available and is reliable.
    
 Better Than Average     
    
 Worse Than Average Compare American Indep to competition

American Indep Fundamental Vs Peers

FundamentalsAmerican IndepPeer Average
One Year Return5.72 % 2.30 %
Three Year Return3.70 % 3.97 %
Five Year Return3.73 % 1.27 %
Ten Year Return3.57 % 1.17 %
Net Asset141.05 M1.37 B
Minimum Initial Investment5 K8.09 M
Last Dividend Paid0.021.05
Cash Position Weight1.34 % 14.48 %
Bond Positions Weight96.54 % 14.72 %

American Indep Alerts

Trading Alerts and Improvement Suggestions

American Indep generates negative expected return over the last 30 days
On August 31, 2018 American Indep paid $ 0.019 per share dividend to its current shareholders
The fund retains about 96.54% of its assets under management (AUM) in fixed income securities
Please also check American Indep 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. Please also try Fund Screener module to find activelly-traded funds from around the world traded on over 30 global exchanges.
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