Castle Mutual Fund Buy Hold or Sell Recommendation

MOATX -  USA Fund  

USD 22.44  0.33  1.49%

Assuming the 90 days horizon and complete risk avoidance on your part, our recommendation regarding Castle Focus 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.

Castle Advice 

 
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The advice is provided from Castle Focus' buy-and-hold perspective. Additionally, see 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. We conduct extensive research on individual funds such as Castle and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Castle Focus.

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. Macroaxis does not own or have any residual interests in Castle Focus 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

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Castle Focus has a Mean Deviation of 0.5332, Standard Deviation of 0.6824 and Variance of 0.4657
Our investment recommendation module complements current analysts and expert consensus on Castle Focus. It analyzes the entity potential to grow using all fundamental, technical, and market related data available at the time. Use Castle Focus price to earning, three year return, as well as the relationship between the Three Year Return and equity positions weight to ensure your buy or sell decision on Castle Focus is adequate.

Castle Focus Trading Alerts and Improvement Suggestions

Castle Focus generated a negative expected return over the last 90 days
Castle Focus is unlikely to experience financial distress in the next 2 years
The fund maintains about 16.45% of its assets in cash

Castle Focus Returns Distribution Density

The distribution of Castle Focus' historical returns is an attempt to chart the future uncertainty of Castle Focus' future price movements. The chart of the probability distribution of Castle Focus stock daily returns describes the distribution of returns around its average expected value. We use Castle Focus 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 stock.
Mean Return-0.04Value At Risk-1.06
Potential Upside0.83Standard Deviation0.68
 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 stock's price will be affected by overall stock 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 stock'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 DOW
-0.03
β
Beta against DOW0.64
σ
Overall volatility
0.69
Ir
Information ratio -0.02

Castle Focus Volatility Alert

Castle Focus exhibits very low volatility with skewness of -0.16 and kurtosis of 0.42. However, we advise investors to further study Castle Focus technical indicators to make sure all market info is available and is reliable. 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 bullying 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 stocks as prices fall.

Castle Focus Implied Volatility

Castle Focus' implied volatility exposes the market's sentiment of Castle Focus stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Castle Focus' implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Castle Focus stock will not fluctuate a lot when Castle Focus' options are near their expiration.

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
One Year Return(0.49) %4.15 %
Three Year Return1.69 %3.60 %
Five Year Return3.71 %3.24 %
Net Asset52.88 M4.11 B
Minimum Initial Investment4 K976.16 K
Last Dividend Paid0.090.65
Cash Position Weight16.45 %10.61 %
Equity Positions Weight83.55 %63.90 %

About Castle Focus Buy or Sell Advice

When is the right time to buy or sell Castle Focus? 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 stock 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. Although Castle Focus investors may find it confusing at the beginning, 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 Manufacturing Thematic Idea Now

Manufacturing
Manufacturing Theme
Companies that provide goods across residential, commercial and industrial construction such as machinery, tools, or lumber production. Manufacturing theme has 20 constituents.
View All  Next Launch Manufacturing
Additionally, see 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. Note that the Castle Focus information on this page should be used as a complementary analysis to other Castle Focus' 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 Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.

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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 Castle Focus value 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.