Nuveen Mutual Fund Buy Hold or Sell Recommendation

NCSRX -  USA Fund  

USD 18.03  0.12  0.67%

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Nuveen Symphony High is 'Hold'. Macroaxis provides Nuveen Symphony buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding NCSRX positions. The advice algorithm takes into account all of Nuveen Symphony's available fundamental, technical, and predictive indicators you will find on this site.
  
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The advice is provided from Nuveen Symphony's buy-and-hold perspective. Additionally, see Nuveen Symphony 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 Nuveen and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Nuveen Symphony High.

Execute Nuveen Symphony Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Nuveen SymphonyBuy Nuveen Symphony
Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Barely shadows the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Nuveen Symphony High has a Risk Adjusted Performance of (0.15), Jensen Alpha of (0.06), Total Risk Alpha of (0.05) and Treynor Ratio of (0.31)
Our investment recommendation tool can cross-verify current analyst consensus on Nuveen Symphony High and to analyze the entity potential to grow in the current economic cycle. Please exercise Nuveen Symphony High total asset and last dividend paid to make buy, hold, or sell decision on Nuveen Symphony High.

Nuveen Symphony Trading Alerts and Improvement Suggestions

Nuveen Symphony High generated a negative expected return over the last 90 days
Nuveen Symphony High is unlikely to experience financial distress in the next 2 years
The fund maintains about 6.53% of its assets in cash

Nuveen Symphony Returns Distribution Density

The distribution of Nuveen Symphony's historical returns is an attempt to chart the future uncertainty of Nuveen Symphony's future price movements. The chart of the probability distribution of Nuveen Symphony stock daily returns describes the distribution of returns around its average expected value. We use Nuveen Symphony High price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Nuveen Symphony returns is essential to provide solid investment advice for Nuveen Symphony stock.
Mean Return-0.05Value At Risk-0.71
Potential Upside0.81Standard Deviation0.46
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Nuveen Symphony 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.

Nuveen Symphony 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 Nuveen Symphony or Nuveen 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 Nuveen Symphony 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 Nuveen 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
-0.06
β
Beta against DOW0.18
σ
Overall volatility
0.45
Ir
Information ratio -0.12

Nuveen Symphony Volatility Alert

Nuveen Symphony High exhibits very low volatility with skewness of 0.51 and kurtosis of 0.69. However, we advise investors to further study Nuveen Symphony High 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 Nuveen Symphony'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 Nuveen Symphony'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.

Nuveen Symphony Implied Volatility

Nuveen Symphony's implied volatility exposes the market's sentiment of Nuveen Symphony High stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Nuveen Symphony's 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 Nuveen Symphony stock will not fluctuate a lot when Nuveen Symphony's options are near their expiration.

Nuveen Symphony Fundamentals Vs Peers

Comparing Nuveen Symphony'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 Nuveen Symphony's direct or indirect competition across all of the common fundamentals between Nuveen Symphony and the related equities. This way, we can detect undervalued stocks with similar characteristics as Nuveen Symphony or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Nuveen Symphony's fundamental indicators could also be used in its relative valuation, which is a method of valuing Nuveen Symphony by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Nuveen Symphony to competition
FundamentalsNuveen SymphonyPeer Average
One Year Return(3.92) %4.15 %
Three Year Return1.76 %3.60 %
Five Year Return2.85 %3.24 %
Ten Year Return6.05 %1.79 %
Net Asset582.88 M4.11 B
Last Dividend Paid0.090.65
Cash Position Weight6.53 %10.61 %
Equity Positions Weight1.50 %63.90 %
Bond Positions Weight14.17 %11.24 %

About Nuveen Symphony Buy or Sell Advice

When is the right time to buy or sell Nuveen Symphony High? Buying financial instruments such as Nuveen 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 Nuveen Symphony 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 Nuveen Symphony 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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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 Trump Equities Theme or any other thematic opportunities.
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Additionally, see Nuveen Symphony 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 Nuveen Symphony High information on this page should be used as a complementary analysis to other Nuveen Symphony'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 Price Transformation module to use Price Transformation models to analyze depth of different equity instruments across global markets.

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