Castle Focus Fund Buy Hold or Sell Recommendation

MOATX Fund  USD 12.76  0.00  0.00%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Castle Focus Fund is 'Strong Sell'. Macroaxis provides Castle Focus buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding MOATX positions. The advice algorithm takes into account all of Castle Focus' available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Castle Focus' buy or sell advice are summarized below:
Real Value
11.87
Hype Value
12.76
Market Value
12.76
Naive Value
12.72
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Castle Focus Fund given historical horizon and risk tolerance towards Castle Focus. When Macroaxis issues a 'buy' or 'sell' recommendation for Castle Focus Fund, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Castle Focus 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 Castle and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Castle Focus Fund. 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 estimate.

Execute Castle Focus Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Castle FocusBuy Castle Focus
Strong Sell

Market Performance

OKDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

OvervaluedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Moves indifferently to market movesDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Castle Focus Fund has a Mean Deviation of 0.3511, Semi Deviation of 0.4676, Standard Deviation of 0.5055, Variance of 0.2555, Downside Variance of 0.4874 and Semi Variance of 0.2186
Our trade advice tool can cross-verify current analyst consensus on Castle Focus Fund and to analyze the fund potential to grow in the current economic cycle. Use Castle Focus Fund price to earning, year to date return, as well as the relationship between the Year To Date Return and last dividend paid to ensure your buy or sell decision on Castle Focus Fund is adequate.

Castle Focus Trading Alerts and Improvement Suggestions

The fund maintains about 17.16% of its assets in cash

Castle Focus Returns Distribution Density

The distribution of Castle Focus' historical returns is an attempt to chart the uncertainty of Castle Focus' future price movements. The chart of the probability distribution of Castle Focus daily returns describes the distribution of returns around its average expected value. We use Castle Focus Fund price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Castle Focus returns is essential to provide solid investment advice for Castle Focus.
Mean Return
0.06
Value At Risk
-0.95
Potential Upside
0.82
Standard Deviation
0.51
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Castle Focus 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.

Castle Focus 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 Castle Focus or Castle Investment Management 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 Castle Focus' 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 Castle 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
0.06
β
Beta against NYSE Composite-0.14
σ
Overall volatility
0.49
Ir
Information ratio -0.16

Castle Focus Volatility Alert

Castle Focus Fund exhibits relatively low volatility with skewness of -0.38 and kurtosis of 0.97. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Castle Focus' 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 Castle Focus' 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.

Castle Focus Fundamentals Vs Peers

Comparing Castle Focus' 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 Castle Focus' direct or indirect competition across all of the common fundamentals between Castle Focus and the related equities. This way, we can detect undervalued stocks with similar characteristics as Castle Focus or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Castle Focus' fundamental indicators could also be used in its relative valuation, which is a method of valuing Castle Focus by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Castle Focus to competition
FundamentalsCastle FocusPeer Average
Price To Earning22.46 X6.53 X
Price To Book2.37 X0.74 X
Price To Sales1.88 X0.61 X
Annual Yield0.04 %0.29 %
Year To Date Return3.34 %0.39 %
One Year Return10.43 %4.15 %
Three Year Return5.03 %3.60 %
Five Year Return6.25 %3.24 %
Net Asset24.64 M4.11 B
Minimum Initial Investment4 K976.16 K
Last Dividend Paid0.090.65
Cash Position Weight17.16 %10.61 %
Equity Positions Weight82.84 %63.90 %

Castle Focus Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Castle . 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 Castle Focus Buy or Sell Advice

When is the right time to buy or sell Castle Focus Fund? Buying financial instruments such as Castle 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 Castle Focus 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 Millennials Best Thematic Idea Now

Millennials Best
Millennials Best Theme
Companies or funds that provide products or services that appeal to the generation of millennials and that are expected to experience growth in the next 5 years. The millennial generation usually refers to the demographic population that were born between 1980 to 2000. The Millennials Best theme has 77 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 Millennials Best Theme or any other thematic opportunities.
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Check out Castle Focus 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 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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When running Castle Focus' price analysis, check to measure Castle Focus' 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 Castle Focus is operating at the current time. Most of Castle Focus' value examination focuses on studying past and present price action to predict the probability of Castle Focus' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Castle Focus' price. Additionally, you may evaluate how the addition of Castle Focus to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Castle Focus' value and its price as these two are different measures arrived at by different means. Investors typically determine if Castle Focus is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Castle Focus' 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.