Muhlenkamp Fund Institutional Fund Buy Hold or Sell Recommendation
| MUHLX Fund | USD 67.70 0.22 0.33% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Muhlenkamp Fund Institutional is 'Buy'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Muhlenkamp Fund Institutional given historical horizon and risk tolerance towards Muhlenkamp Fund. When Macroaxis issues a 'buy' or 'sell' recommendation for Muhlenkamp Fund Institutional, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Muhlenkamp Fund 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, we conduct extensive research on individual funds such as Muhlenkamp and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Muhlenkamp Fund Institutional. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis.
Muhlenkamp |
Execute Muhlenkamp Fund Buy or Sell Advice
The Muhlenkamp recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Muhlenkamp Fund Institutional. Macroaxis does not own or have any residual interests in Muhlenkamp Fund Institutional or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Muhlenkamp Fund's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Buy
Market Performance | Modest | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Analyst Consensus | Not Available | Details |
Muhlenkamp Fund Trading Alerts and Improvement Suggestions
| The fund maintains about 8.37% of its assets in cash |
Muhlenkamp Fund Returns Distribution Density
The distribution of Muhlenkamp Fund's historical returns is an attempt to chart the uncertainty of Muhlenkamp Fund's future price movements. The chart of the probability distribution of Muhlenkamp Fund daily returns describes the distribution of returns around its average expected value. We use Muhlenkamp Fund Institutional price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Muhlenkamp Fund returns is essential to provide solid investment advice for Muhlenkamp Fund.
| Mean Return | 0.09 | Value At Risk | -1.18 | Potential Upside | 1.28 | Standard Deviation | 0.82 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Muhlenkamp Fund 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.
Muhlenkamp Fund 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 Muhlenkamp Fund or Muhlenkamp 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 Muhlenkamp Fund'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 Muhlenkamp 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 | 0.08 | |
β | Beta against NYSE Composite | 1.14 | |
σ | Overall volatility | 0.82 | |
Ir | Information ratio | 0.1 |
Muhlenkamp Fund Volatility Alert
Muhlenkamp Fund Institutional has low volatility with Treynor Ratio of 0.07, Maximum Drawdown of 3.75 and kurtosis of -0.27. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Muhlenkamp Fund'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 Muhlenkamp Fund'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.Muhlenkamp Fund Fundamentals Vs Peers
Comparing Muhlenkamp Fund'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 Muhlenkamp Fund's direct or indirect competition across all of the common fundamentals between Muhlenkamp Fund and the related equities. This way, we can detect undervalued stocks with similar characteristics as Muhlenkamp Fund or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Muhlenkamp Fund's fundamental indicators could also be used in its relative valuation, which is a method of valuing Muhlenkamp Fund by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Muhlenkamp Fund to competition |
| Fundamentals | Muhlenkamp Fund | Peer Average |
| Price To Earning | 14.73 X | 6.53 X |
| Price To Book | 2.23 X | 0.74 X |
| Price To Sales | 0.78 X | 0.61 X |
| Annual Yield | 0.01 % | 0.29 % |
| Year To Date Return | 7.39 % | 0.39 % |
| One Year Return | 15.59 % | 4.15 % |
| Three Year Return | 9.33 % | 3.60 % |
| Five Year Return | 14.63 % | 3.24 % |
| Ten Year Return | 3.95 % | 1.79 % |
| Net Asset | 220.62 M | 4.11 B |
| Minimum Initial Investment | 1.5 K | 976.16 K |
| Last Dividend Paid | 0.13 | 0.65 |
| Cash Position Weight | 8.37 % | 10.61 % |
| Equity Positions Weight | 89.42 % | 63.90 % |
Muhlenkamp Fund Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Muhlenkamp . 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.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 67.7 | |||
| Day Typical Price | 67.7 | |||
| Price Action Indicator | 0.11 | |||
| Period Momentum Indicator | 0.22 |
About Muhlenkamp Fund Buy or Sell Advice
When is the right time to buy or sell Muhlenkamp Fund Institutional? Buying financial instruments such as Muhlenkamp 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.
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Other Information on Investing in Muhlenkamp Mutual Fund
Muhlenkamp Fund financial ratios help investors to determine whether Muhlenkamp Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Muhlenkamp with respect to the benefits of owning Muhlenkamp Fund security.
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges |