1919 Financial Buy Hold or Sell Recommendation

LMRIX -- USA Fund  

USD 27.67  0.34  1.24%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding 1919 Financial Services Fund Cl is 'Cautious Hold'. Macroaxis provides 1919 Financial buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding LMRIX positions. The advice algorithm takes into account all of 1919 Financial Services available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from LMRIX buy-and-hold prospective. Please see also 1919 Financial 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 1919 FinancialBuy 1919 Financial
Cautious Hold

Hype Condition

Current Valuation

Odds of Distress

Analyst Consensus

Not Available
For the selected time horizon 1919 Financial Services Fund Cl has a mean deviation of 0.8558, semi deviation of 1.17, standard deviation of 1.12, variance of 1.25, downside variance of 1.57 and semi variance of 1.37
Macroaxis buy, hold, or sell suggestion module can be used to complement current analysts and expert consensus on 1919 Financial Services. Our buy or sell advice engine makes use of analyzes the entity potential to grow using all fundamental data market data available at this moment. Use 1919 Financial Services Fund Cl Price to Book, Five Year Return as well as the relationship between Five Year Return and Equity Positions Weight to make sure your buy or sell decision on 1919 Financial Services is adequate.

1919 Financial Trading Alerts and Improvement Suggestions

Latest headline from MacroaxisInsider: Exercise or conversion by Kelly James G of 6600 shares of Global Payments subject to Rule 16b-3
The fund generated five year return of -3.0%
1919 Financial Services maintains 98.19% of its assets in stocks

1919 Financial Returns Distribution Density

Mean Return0.049483Value At Risk2.52
Potential Upside1.81Standard Deviation1.12
 Return Density 
      Distribution 

1919 Financial Greeks

α
Alpha over DOW
=0.041407
β
Beta against DOW=0.1
σ
Overall volatility
=1.13
Ir
Information ratio =0.0188

1919 Financial Volatility Alert

1919 Financial Services Fund Cl has relatively low volatility with skewness of -0.78 and kurtosis of 1.01. However, we advise all investors to independently investigate 1919 Financial Services Fund Cl to ensure market all accessible information is consistent with the expectations about its upside potential and future risk-adjusted return.
    
 Better Than Average     
    
 Worse Than Average Compare 1919 Financial to competition

1919 Financial Fundamental Vs Peers

Fundamentals1919 FinancialPeer Average
Price to Earning16.80X6.53X
Price to Book1.61X0.74X
Price to Sales2.89X0.61X
One Year Return(2.24)% 4.15%
Three Year Return11.71% 3.60%
Five Year Return(3.39)% 3.24%
Ten Year Return4.63% 1.79%
Net Asset202.75M4.11B
Minimum Initial Investment1000K976.16K
Last Dividend Paid0.080.65
Cash Position Weight1.81% 10.61%
Equity Positions Weight98.19% 63.90%
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