Sector Mutual Fund Buy Hold or Sell Recommendation

NAVFX -  USA Fund  

USD 15.38  0.00  0.00%

Assuming the 90 days horizon and your highly speculative risk level, our recommendation regarding Sector Rotation is 'Cautious Hold'. Macroaxis provides Sector Rotation buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding NAVFX positions. The advice algorithm takes into account all of Sector Rotation's available fundamental, technical, and predictive indicators you will find on this site.

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The advice is provided from Sector Rotation's buy-and-hold perspective. Additionally, see Sector Rotation 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 Sector and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Sector Rotation.

Execute Sector Rotation Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Sector RotationBuy Sector Rotation
Cautious Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Moves indifferently to market movesDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Sector Rotation has a Mean Deviation of 0.434, Semi Deviation of 0.5345, Standard Deviation of 0.5804, Variance of 0.3369, Downside Variance of 0.3837 and Semi Variance of 0.2857
Our advice tool can cross-verify current analyst consensus on Sector Rotation and to analyze the entity potential to grow in the current economic cycle. Use Sector Rotation price to sales and ten year return to ensure your buy or sell decision on Sector Rotation is adequate.

Sector Rotation Trading Alerts and Improvement Suggestions

Sector Rotation generates negative expected return over the last 90 days
Sector Rotation is unlikely to experience financial distress in the next 2 years
Latest headline from www.dividendinvestor.com: NASDAQPAALX All Asset Fd Admin ClPimco Funds Pacific Investment Management Series Dividend Announcement 0.4094 per share - Dividend Investor
The fund maintains about 9.14% of its assets in cash

Sector Rotation Returns Distribution Density

The distribution of Sector Rotation's historical returns is an attempt to chart the future uncertainty of Sector Rotation's future price movements. The chart of the probability distribution of Sector Rotation stock daily returns describes the distribution of returns around its average expected value. We use Sector Rotation price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Sector Rotation returns is essential to provide solid investment advice for Sector Rotation stock.
Mean Return0.0185Value At Risk-0.89
Potential Upside0.97Standard Deviation0.58
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Sector Rotation 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.

Sector Rotation 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 Sector Rotation or Nottingham 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 Sector Rotation 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 Sector 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
0.012829
β
Beta against DOW-0.15
σ
Overall volatility
0.57
Ir
Information ratio -0.03

Sector Rotation Volatility Alert

Sector Rotation exhibits relatively low volatility with skewness of 0.05 and kurtosis of 0.37. However, we advice investors to further investigate Sector Rotation to ensure all market statistics is disseminated and is consistent with investors' estimations about Sector Rotation upside potential. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Sector Rotation's 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 Sector Rotation'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 stocks as prices fall.

Sector Rotation Fundamentals Vs Peers

Comparing Sector Rotation'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 Sector Rotation's direct or indirect competition across all of the common fundamentals between Sector Rotation and the related equities. This way, we can detect undervalued stocks with similar characteristics as Sector Rotation or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Sector Rotation's fundamental indicators could also be used in its relative valuation, which is a method of valuing Sector Rotation by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Sector Rotation to competition
FundamentalsSector RotationPeer Average
Price to Earning19.93 X6.53 X
Price to Book2.96 X0.74 X
Price to Sales1.52 X0.61 X
One Year Return5.29 %4.15 %
Three Year Return6.27 %3.60 %
Five Year Return5.44 %3.24 %
Ten Year Return8.05 %1.79 %
Net Asset32.35 M4.11 B
Minimum Initial Investment2.5 K976.16 K
Cash Position Weight9.14 %10.61 %
Equity Positions Weight90.86 %63.90 %

About Sector Rotation Buy or Sell Advice

When is the right time to buy or sell Sector Rotation? Buying financial instruments such as Sector 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 Sector Rotation 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.

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In addition to having Sector Rotation 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.

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Additionally, see Sector Rotation 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 Sector Rotation information on this page should be used as a complementary analysis to other Sector Rotation'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 Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.

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Please note, there is a significant difference between Sector Rotation's value and its price as these two are different measures arrived at by different means. Investors typically determine Sector Rotation value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Sector Rotation'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.