CONGRESS Mutual Fund Buy Hold or Sell Recommendation

IMIDX Fund  USD 24.30  0.10  0.41%   
Assuming the 90 days horizon and your complete indifference towards market risk, our recommendation regarding CONGRESS MID CAP is 'Strong Buy'. Macroaxis provides CONGRESS MID buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding IMIDX positions. The advice algorithm takes into account all of CONGRESS MID's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from CONGRESS MID's buy-and-hold perspective. Please see CONGRESS MID 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 CONGRESS and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards CONGRESS MID CAP.

Execute CONGRESS MID Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell CONGRESS MIDBuy CONGRESS MID
Strong Buy

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 CONGRESS MID CAP has a Risk Adjusted Performance of 0.009, Jensen Alpha of (0.012594), Total Risk Alpha of (0.014443), Sortino Ratio of (0.006713) and Treynor Ratio of (0.001174)
Our investment recommendation module complements current analysts and expert consensus on CONGRESS MID. It analyzes the entity potential to grow using all fundamental, technical, and market related data available today. Please makes use of CONGRESS MID one year return and cash position weight to make buy, hold, or sell decision on CONGRESS MID CAP.

CONGRESS MID Returns Distribution Density

The distribution of CONGRESS MID's historical returns is an attempt to chart the uncertainty of CONGRESS MID's future price movements. The chart of the probability distribution of CONGRESS MID stock daily returns describes the distribution of returns around its average expected value. We use CONGRESS MID CAP price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of CONGRESS MID returns is essential to provide solid investment advice for CONGRESS MID.
Mean Return0.008553Value At Risk-2.54
Potential Upside2.54Standard Deviation1.56
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of CONGRESS MID 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.

CONGRESS MID 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 CONGRESS MID or Congress 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 CONGRESS MID'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 CONGRESS 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
-0.01
β
Beta against NYSE Composite1.23
σ
Overall volatility
1.57
Ir
Information ratio -0.0067

CONGRESS MID Volatility Alert

CONGRESS MID CAP has relatively low volatility with skewness of 0.13 and kurtosis of 2.12. However, we advise all investors to independently investigate CONGRESS MID CAP to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure CONGRESS MID'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 CONGRESS MID'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.

CONGRESS MID Fundamentals Vs Peers

Comparing CONGRESS MID'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 CONGRESS MID's direct or indirect competition across all of the common fundamentals between CONGRESS MID and the related equities. This way, we can detect undervalued stocks with similar characteristics as CONGRESS MID or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of CONGRESS MID's fundamental indicators could also be used in its relative valuation, which is a method of valuing CONGRESS MID by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare CONGRESS MID to competition
FundamentalsCONGRESS MIDPeer Average
Price to Earning20.79 X6.53 X
Price to Book4.26 X0.74 X
Price to Sales2.26 X0.61 X
One Year Return17.88 %4.15 %
Three Year Return11.48 %3.60 %
Five Year Return9.91 %3.24 %
Net Asset1.69 B4.11 B
Minimum Initial Investment500 K976.16 K
Cash Position Weight0.69 %10.61 %
Equity Positions Weight99.31 %63.90 %

About CONGRESS MID Buy or Sell Advice

When is the right time to buy or sell CONGRESS MID CAP? Buying financial instruments such as CONGRESS 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 CONGRESS MID 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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Run Synthetics Thematic Idea Now

Synthetics
Synthetics Theme
Companies involved in production of silicon and other synthetic products . The Synthetics theme has 40 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 Synthetics Theme or any other thematic opportunities.
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Please see CONGRESS MID 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 CONGRESS MID CAP information on this page should be used as a complementary analysis to other CONGRESS MID'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 Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.

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