Nuveen Mutual Fund Buy Hold or Sell Recommendation

NUGIX -  USA Fund  

USD 33.32  0.45  1.33%

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

Nuveen Advice 

 
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The advice is provided from Nuveen Santa's buy-and-hold perspective. Additionally, see Nuveen Santa 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 Santa Barbara.

Execute Nuveen Santa 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 Santa Barbara. Macroaxis does not own or have any residual interests in Nuveen Santa Barbara or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Nuveen Santa's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Nuveen SantaBuy Nuveen Santa
Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

LowDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Nuveen Santa Barbara has a Risk Adjusted Performance of (0.008811), Jensen Alpha of 0.0148, Total Risk Alpha of 0.0168 and Treynor Ratio of (0.020052)
Our trade recommendations module can be used to complement Nuveen Santa Barbara advice provided by average analyst sentiment. It analyzes the entity's potential to grow using fundamental, technical, data market data available at the time. Use Nuveen Santa Barbara price to book and five year return to ensure your buy or sell decision on Nuveen Santa Barbara is adequate.

Nuveen Santa Trading Alerts and Improvement Suggestions

The fund maintains 99.19% of its assets in stocks

Nuveen Santa Returns Distribution Density

The distribution of Nuveen Santa's historical returns is an attempt to chart the future uncertainty of Nuveen Santa's future price movements. The chart of the probability distribution of Nuveen Santa stock daily returns describes the distribution of returns around its average expected value. We use Nuveen Santa Barbara price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Nuveen Santa returns is essential to provide solid investment advice for Nuveen Santa stock.
Mean Return-0.0061Value At Risk-1.47
Potential Upside1.01Standard Deviation0.71
 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 Santa 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 Santa 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 Santa 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 Santa 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
0.014755
β
Beta against DOW0.80
σ
Overall volatility
0.74
Ir
Information ratio 0.0314

Nuveen Santa Volatility Alert

Nuveen Santa Barbara exhibits very low volatility with skewness of -0.59 and kurtosis of 1.09. However, we advise investors to further study Nuveen Santa Barbara 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 Santa'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 Santa'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 Santa Implied Volatility

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

Nuveen Santa Fundamentals Vs Peers

Comparing Nuveen Santa'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 Santa's direct or indirect competition across all of the common fundamentals between Nuveen Santa and the related equities. This way, we can detect undervalued stocks with similar characteristics as Nuveen Santa or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Nuveen Santa's fundamental indicators could also be used in its relative valuation, which is a method of valuing Nuveen Santa by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Nuveen Santa to competition
FundamentalsNuveen SantaPeer Average
Price to Earning14.91 X6.53 X
Price to Book2.15 X0.74 X
Price to Sales1.44 X0.61 X
One Year Return3.49 %4.15 %
Three Year Return4.57 %3.60 %
Five Year Return4.73 %3.24 %
Net Asset19.77 M4.11 B
Minimum Initial Investment100 K976.16 K
Last Dividend Paid0.180.65
Cash Position Weight0.81 %10.61 %
Equity Positions Weight99.19 %63.90 %

About Nuveen Santa Buy or Sell Advice

When is the right time to buy or sell Nuveen Santa Barbara? 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 Santa 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 Nuveen Santa 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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Run Small Value Thematic Idea Now

Small Value
Small Value Theme
Funds or Etfs that invest in the undervalued stocks of small to mid-sized companies. Small Value theme has 40 constituents.
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Additionally, see Nuveen Santa 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 Santa Barbara information on this page should be used as a complementary analysis to other Nuveen Santa'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 Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.

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