PFRNX Mutual Fund Buy Hold or Sell Recommendation

PFRNX -  USA Fund  

USD 9.62  0.01  0.10%

Assuming the 90 days horizon and complete risk avoidance on your part, our recommendation regarding Penn Capital Defensive is 'Strong Sell'. Macroaxis provides Penn Capital buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding PFRNX positions. The advice algorithm takes into account all of Penn Capital's available fundamental, technical, and predictive indicators you will find on this site.

PFRNX Advice 

 
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The advice is provided from Penn Capital's buy-and-hold perspective. Please check Penn Capital 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 PFRNX and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Penn Capital Defensive.

Execute Penn Capital Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Penn CapitalBuy Penn Capital
Strong Sell

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 Penn Capital Defensive has a Mean Deviation of 0.0449, Standard Deviation of 0.0937 and Variance of 0.0088
We provide trade recommendations to complement the recent expert consensus on Penn Capital Defensive. Our dynamic recommendation engine exercises a multidimensional algorithm to analyze the entity's potential to grow using all technical and fundamental data available at the time. Please employ Penn Capital number of employees and last dividend paid to make buy, hold, or sell decision on Penn Capital Defensive.

Penn Capital Trading Alerts and Improvement Suggestions

Penn Capital generated a negative expected return over the last 90 days
Penn Capital is unlikely to experience financial distress in the next 2 years
Latest headline from www.dividendinvestor.com: AAPL Dividend Announcement 0.0224Share 11302021 - Dividend Investor
The fund maintains about 95.42% of its assets in bonds

Penn Capital Returns Distribution Density

The distribution of Penn Capital's historical returns is an attempt to chart the future uncertainty of Penn Capital's future price movements. The chart of the probability distribution of Penn Capital stock daily returns describes the distribution of returns around its average expected value. We use Penn Capital Defensive price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Penn Capital returns is essential to provide solid investment advice for Penn Capital stock.
Mean Return-0.0094Value At Risk-0.21
Potential Upside0.10Standard Deviation0.09
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Penn Capital 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.

Penn Capital 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 Penn Capital or Penn Capital 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 Penn Capital 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 PFRNX 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
-0.02
β
Beta against DOW0.0444
σ
Overall volatility
0.09
Ir
Information ratio 0.20

Penn Capital Volatility Alert

Penn Capital Defensive exhibits very low volatility with skewness of -3.14 and kurtosis of 14.25. However, we advise investors to further study Penn Capital Defensive 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 Penn Capital'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 Penn Capital'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.

Penn Capital Implied Volatility

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

Penn Capital Fundamentals Vs Peers

Comparing Penn Capital'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 Penn Capital's direct or indirect competition across all of the common fundamentals between Penn Capital and the related equities. This way, we can detect undervalued stocks with similar characteristics as Penn Capital or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Penn Capital's fundamental indicators could also be used in its relative valuation, which is a method of valuing Penn Capital by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Penn Capital to competition
FundamentalsPenn CapitalPeer Average
One Year Return(2.57) %4.15 %
Three Year Return1.54 %3.60 %
Net Asset30.64 M4.11 B
Minimum Initial Investment10 K976.16 K
Last Dividend Paid0.030.65
Cash Position Weight4.58 %10.61 %
Bond Positions Weight95.42 %11.24 %

About Penn Capital Buy or Sell Advice

When is the right time to buy or sell Penn Capital Defensive? Buying financial instruments such as PFRNX 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 Penn Capital 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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Please check Penn Capital 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 Penn Capital Defensive information on this page should be used as a complementary analysis to other Penn Capital'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 Penn Capital's value and its price as these two are different measures arrived at by different means. Investors typically determine Penn Capital value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Penn Capital'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.