LIFESTYLE Mutual Fund Buy Hold or Sell Recommendation

Mutual Funds . USA . 
Fund . LIFESTYLE II AGGRESSIVE
JIIOX Fund  USD 10.91  0.12  1.11%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding LIFESTYLE II AGGRESSIVE is 'Strong Hold'. Macroaxis provides LIFESTYLE buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding JIIOX positions. The advice algorithm takes into account all of LIFESTYLE's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from LIFESTYLE's buy-and-hold perspective. Check out LIFESTYLE 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 LIFESTYLE and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards LIFESTYLE II AGGRESSIVE.

Execute LIFESTYLE Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell LIFESTYLEBuy LIFESTYLE
Strong Hold

Market Performance

Weak
Details

Volatility

Very steady
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Hype Condition

Stale
Details

Current Valuation

Fairly Valued
Details

Odds of Distress

Very Small
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Economic Sensitivity

Follows the market closely
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Analyst Consensus

Not Available
Details
For the selected time horizon LIFESTYLE II AGGRESSIVE has a Risk Adjusted Performance of 0.0073, Jensen Alpha of 0.0475, Total Risk Alpha of 0.0493, Sortino Ratio of 0.0591 and Treynor Ratio of (0.002767)
Our investment recommendation tool can cross-verify current analyst consensus on LIFESTYLE II AGGRESSIVE and to analyze the entity potential to grow for few more years. Use LIFESTYLE II AGGRESSIVE number of employees and last dividend paid to ensure your buy or sell decision on LIFESTYLE II AGGRESSIVE is adequate.

LIFESTYLE Trading Alerts and Improvement Suggestions

LIFESTYLE is unlikely to experience financial distress in the next 2 years
The fund retains 95.65% of its assets under management (AUM) in equities

LIFESTYLE Returns Distribution Density

The distribution of LIFESTYLE's historical returns is an attempt to chart the uncertainty of LIFESTYLE's future price movements. The chart of the probability distribution of LIFESTYLE stock daily returns describes the distribution of returns around its average expected value. We use LIFESTYLE II AGGRESSIVE price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of LIFESTYLE returns is essential to provide solid investment advice for LIFESTYLE.
Mean Return0.007536Value At Risk-1.46
Potential Upside1.35Standard Deviation0.83
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of LIFESTYLE 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.
Backtest LIFESTYLE II AGGRESSIVE

LIFESTYLE 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 LIFESTYLE or John Hancock 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 LIFESTYLE'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 LIFESTYLE 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		0.047462
β
Beta against NYSE Composite0.89
σ
Overall volatility		0.82
Ir
Information ratio 0.06

LIFESTYLE Volatility Alert

LIFESTYLE II AGGRESSIVE has low volatility with Treynor Ratio of 0.0, Maximum Drawdown of 3.14 and kurtosis of -0.49. However, we advice all investors to further analyze LIFESTYLE II AGGRESSIVE to make certain all market information is desiminated and is consistent with the current expectations about LIFESTYLE upside potential. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure LIFESTYLE'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 LIFESTYLE'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.

LIFESTYLE Fundamentals Vs Peers

Comparing LIFESTYLE'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 LIFESTYLE's direct or indirect competition across all of the common fundamentals between LIFESTYLE and the related equities. This way, we can detect undervalued stocks with similar characteristics as LIFESTYLE or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of LIFESTYLE's fundamental indicators could also be used in its relative valuation, which is a method of valuing LIFESTYLE by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare LIFESTYLE to competition
FundamentalsLIFESTYLEPeer Average
Price to Earning17.54 X6.53 X
Price to Book2.06 X0.74 X
Price to Sales1.43 X0.61 X
One Year Return4.34 %4.15 %
Three Year Return4.89 %3.60 %
Five Year Return5.50 %3.24 %
Net Asset434.43 M4.11 B
Last Dividend Paid0.170.65
Cash Position Weight1.93 %10.61 %
Equity Positions Weight95.65 %63.90 %
Bond Positions Weight0.58 %11.24 %

About LIFESTYLE Buy or Sell Advice

When is the right time to buy or sell LIFESTYLE II AGGRESSIVE? Buying financial instruments such as LIFESTYLE 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 LIFESTYLE 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 Small Blend Thematic Idea Now

Small Blend
Small Blend Theme
Fund or Etfs that invest in stocks of small to mid-sized entities that have characteristics of both growth and value companies. The Small Blend 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 Small Blend Theme or any other thematic opportunities.
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Check out LIFESTYLE 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 Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.

Complementary Tools for LIFESTYLE Mutual Fund analysis

When running LIFESTYLE's price analysis, check to measure LIFESTYLE'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 LIFESTYLE is operating at the current time. Most of LIFESTYLE's value examination focuses on studying past and present price action to predict the probability of LIFESTYLE's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move LIFESTYLE's price. Additionally, you may evaluate how the addition of LIFESTYLE to your portfolios can decrease your overall portfolio volatility.
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Financial
Analysis
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Buy or Sell
Advice
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Technical
Analysis
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Please note, there is a significant difference between LIFESTYLE's value and its price as these two are different measures arrived at by different means. Investors typically determine if LIFESTYLE is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, LIFESTYLE'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. Check out LIFESTYLE 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.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
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