Keeley Small Mid Cap Fund Buy Hold or Sell Recommendation
| KSMIX Fund | USD 9.61 0.03 0.31% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Keeley Small Mid Cap is 'Strong Sell'. Macroaxis provides Keeley Small-mid buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding KSMIX positions. The advice algorithm takes into account all of Keeley Small-mid's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Keeley Small-mid's buy or sell advice are summarized below:
Real Value 9.52 | Hype Value 9.58 | Market Value 9.61 | Naive Value 9.42 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Keeley Small Mid Cap given historical horizon and risk tolerance towards Keeley Small-mid. When Macroaxis issues a 'buy' or 'sell' recommendation for Keeley Small Mid Cap, the advice is generated through an automated system that utilizes algorithms and statistical models.
Keeley |
Execute Keeley Small-mid Buy or Sell Advice
The Keeley recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Keeley Small Mid Cap. Macroaxis does not own or have any residual interests in Keeley Small Mid Cap or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Keeley Small-mid's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Sell
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Analyst Consensus | Not Available | Details |
Keeley Small-mid Trading Alerts and Improvement Suggestions
Keeley Small-mid Returns Distribution Density
The distribution of Keeley Small-mid's historical returns is an attempt to chart the uncertainty of Keeley Small-mid's future price movements. The chart of the probability distribution of Keeley Small-mid daily returns describes the distribution of returns around its average expected value. We use Keeley Small Mid Cap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Keeley Small-mid returns is essential to provide solid investment advice for Keeley Small-mid.
| Mean Return | 0.12 | Value At Risk | -1.85 | Potential Upside | 1.35 | Standard Deviation | 0.92 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Keeley Small-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.
Keeley Small-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 Keeley Small-mid or Keeley 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 Keeley Small-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 Keeley 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 | 0.11 | |
β | Beta against NYSE Composite | -0.06 | |
σ | Overall volatility | 0.93 | |
Ir | Information ratio | 0.03 |
Keeley Small-mid Volatility Alert
Keeley Small Mid Cap has relatively low volatility with skewness of -0.72 and kurtosis of 0.88. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Keeley Small-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 Keeley Small-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 financial instruments as prices fall.Keeley Small-mid Fundamentals Vs Peers
Comparing Keeley Small-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 Keeley Small-mid's direct or indirect competition across all of the common fundamentals between Keeley Small-mid and the related equities. This way, we can detect undervalued stocks with similar characteristics as Keeley Small-mid or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Keeley Small-mid's fundamental indicators could also be used in its relative valuation, which is a method of valuing Keeley Small-mid by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Keeley Small-mid to competition |
| Fundamentals | Keeley Small-mid | Peer Average |
| Price To Earning | 18.55 X | 6.53 X |
| Price To Book | 1.69 X | 0.74 X |
| Price To Sales | 1.23 X | 0.61 X |
| Annual Yield | 0.01 % | 0.29 % |
| Year To Date Return | 2.87 % | 0.39 % |
| One Year Return | 18.00 % | 4.15 % |
| Three Year Return | 3.82 % | 3.60 % |
| Five Year Return | 8.15 % | 3.24 % |
| Ten Year Return | 7.65 % | 1.79 % |
| Net Asset | 29.06 M | 4.11 B |
| Last Dividend Paid | 0.06 | 0.65 |
| Cash Position Weight | 1.40 % | 10.61 % |
| Equity Positions Weight | 98.60 % | 63.90 % |
Keeley Small-mid Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Keeley . 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 | 9.2 T | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 9.61 | |||
| Day Typical Price | 9.61 | |||
| Price Action Indicator | 0.015 | |||
| Period Momentum Indicator | 0.03 | |||
| Relative Strength Index | 85.78 |
About Keeley Small-mid Buy or Sell Advice
When is the right time to buy or sell Keeley Small Mid Cap? Buying financial instruments such as Keeley 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 Keeley Small-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.Did You Try This Idea?
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Check out Keeley Small-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. You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.