BrandywineGLOBAL Buy Hold or Sell Recommendation

LGOCX -- USA Fund  

USD 10.01  0.03  0.30%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding BrandywineGLOBAL Global Opp Bond C is 'Strong Hold'. Macroaxis provides BrandywineGLOBAL buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding LGOCX positions. The advice algorithm takes into account all of BrandywineGLOBAL Global available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from LGOCX buy-and-hold prospective. Please see also BrandywineGLOBAL 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 BrandywineGLOBALBuy BrandywineGLOBAL
Strong Hold

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available
For the selected time horizon BrandywineGLOBAL Global Opp Bond C has a risk adjusted performance of 0.001486, jensen alpha of 0.023649, total risk alpha of 0.12, sortino ratio of 0.0 and treynor ratio of 0.12
This buy or sell advice tool can be used to cross verify current analyst consensus on BrandywineGLOBAL Global and to analyze the fund potential to grow in the current economic cycle. Please makes use of BrandywineGLOBAL Total Asset and Minimum Initial Investment to make buy, hold, or sell decision on BrandywineGLOBAL Global.

BrandywineGLOBAL Returns Distribution Density

Mean Return0.0035Value At Risk0.79
Potential Upside0.60Standard Deviation0.46
 Return Density 
      Distribution 

BrandywineGLOBAL Greeks

α
Alpha over DOW
=0.02
β
Beta against DOW=0.11
σ
Overall volatility
=0.45
Ir
Information ratio =0.23

BrandywineGLOBAL Volatility Alert

BrandywineGLOBAL Global Opp Bond C exhibits very low volatility with skewness of -0.72 and kurtosis of 0.02. However, we advise investors to further study BrandywineGLOBAL Global Opp Bond C technical indicators to make sure all market info is available and is reliable.
    
 Better Than Average     
    
 Worse Than Average Compare BrandywineGLOBAL to competition

BrandywineGLOBAL Fundamental Vs Peers

FundamentalsBrandywineGLOBALPeer Average
One Year Return(0.65) % 2.30 %
Three Year Return2.58 % 3.97 %
Five Year Return5.39 % 1.27 %
Net Asset3.38 B1.37 B
Minimum Initial Investment1 K8.09 M
Last Dividend Paid0.051.05
Cash Position Weight39.22 % 14.48 %
Bond Positions Weight47.13 % 14.72 %

BrandywineGLOBAL Alerts

Trading Alerts and Improvement Suggestions

BrandywineGLOBAL generates negative expected return over the last 30 days
The fund maintains about 39.22% of its assets in cash
Please see also BrandywineGLOBAL 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 Instant Ratings module to determine any equity ratings based on digital recommendations. macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.
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