Locorr Market Trend Fund Buy Hold or Sell Recommendation

LOTAX Fund  USD 12.68  0.06  0.48%   
Assuming the 90 days horizon and your way above-average risk tolerance, our recommendation regarding Locorr Market Trend is 'Strong Hold'. Macroaxis provides Locorr Market buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding LOTAX positions. The advice algorithm takes into account all of Locorr Market's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Locorr Market's buy or sell advice are summarized below:
Real Value
12.45
Hype Value
12.68
Market Value
12.68
Naive Value
12.87
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Locorr Market Trend given historical horizon and risk tolerance towards Locorr Market. When Macroaxis issues a 'buy' or 'sell' recommendation for Locorr Market Trend, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Locorr Market 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.
In addition, we conduct extensive research on individual funds such as Locorr and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Locorr Market Trend. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation.

Execute Locorr Market Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Locorr MarketBuy Locorr Market
Strong Hold

Market Performance

Very StrongDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Slowly supersedes the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Locorr Market Trend has a Risk Adjusted Performance of 0.2145, Jensen Alpha of 0.1585, Total Risk Alpha of 0.0824, Sortino Ratio of 0.1464 and Treynor Ratio of 0.5069
Our investment recommendation tool can cross-verify current analyst consensus on Locorr Market Trend and to analyze the entity potential to grow in the current economic cycle. Use Locorr Market Trend price to sales, three year return, as well as the relationship between the Three Year Return and bond positions weight to ensure your buy or sell decision on Locorr Market Trend is adequate.

Locorr Market Trading Alerts and Improvement Suggestions

Locorr is showing solid risk-adjusted performance over 90 days
The fund maintains about 214.47% of its assets in cash

Locorr Market Returns Distribution Density

The distribution of Locorr Market's historical returns is an attempt to chart the uncertainty of Locorr Market's future price movements. The chart of the probability distribution of Locorr Market daily returns describes the distribution of returns around its average expected value. We use Locorr Market Trend price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Locorr Market returns is essential to provide solid investment advice for Locorr Market.
Mean Return
0.22
Value At Risk
-0.64
Potential Upside
0.97
Standard Deviation
0.57
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Locorr Market 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.

Locorr Market 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 Locorr Market or LoCorr Funds 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 Locorr Market'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 Locorr 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
0.16
β
Beta against NYSE Composite0.41
σ
Overall volatility
0.57
Ir
Information ratio 0.15

Locorr Market Volatility Alert

Locorr Market Trend exhibits very low volatility with skewness of 0.25 and kurtosis of 1.33. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Locorr Market'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 Locorr Market'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.

Locorr Market Fundamentals Vs Peers

Comparing Locorr Market'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 Locorr Market's direct or indirect competition across all of the common fundamentals between Locorr Market and the related equities. This way, we can detect undervalued stocks with similar characteristics as Locorr Market or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Locorr Market's fundamental indicators could also be used in its relative valuation, which is a method of valuing Locorr Market by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Locorr Market to competition
FundamentalsLocorr MarketPeer Average
Price To Earning20.03 X6.53 X
Price To Book3.11 X0.74 X
Price To Sales1.77 X0.61 X
Annual Yield0.02 %0.29 %
Year To Date Return15.15 %0.39 %
One Year Return8.78 %4.15 %
Three Year Return8.79 %3.60 %
Five Year Return10.11 %3.24 %
Net Asset512.13 M4.11 B
Last Dividend Paid0.080.65
Cash Position Weight214.47 %10.61 %
Equity Positions Weight17.22 %63.90 %
Bond Positions Weight(5.51) %11.24 %

Locorr Market Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Locorr . 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.

About Locorr Market Buy or Sell Advice

When is the right time to buy or sell Locorr Market Trend? Buying financial instruments such as Locorr 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 Locorr Market 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 Communication Thematic Idea Now

Communication
Communication Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Communication theme has 61 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 Communication Theme or any other thematic opportunities.
View All  Next Launch
Check out Locorr Market 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 Locorr Market Trend information on this page should be used as a complementary analysis to other Locorr Market'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 the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.

Complementary Tools for Locorr Mutual Fund analysis

When running Locorr Market's price analysis, check to measure Locorr Market'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 Locorr Market is operating at the current time. Most of Locorr Market's value examination focuses on studying past and present price action to predict the probability of Locorr Market's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Locorr Market's price. Additionally, you may evaluate how the addition of Locorr Market to your portfolios can decrease your overall portfolio volatility.
Funds Screener
Find actively-traded funds from around the world traded on over 30 global exchanges
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.
Odds Of Bankruptcy
Get analysis of equity chance of financial distress in the next 2 years
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk
Sectors
List of equity sectors categorizing publicly traded companies based on their primary business activities
Investing Opportunities
Build portfolios using our predefined set of ideas and optimize them against your investing preferences
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Portfolio Suggestion
Get suggestions outside of your existing asset allocation including your own model portfolios
Idea Analyzer
Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas
Cryptocurrency Center
Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Idea Breakdown
Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes
Please note, there is a significant difference between Locorr Market's value and its price as these two are different measures arrived at by different means. Investors typically determine if Locorr Market is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Locorr Market'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.