PPM Large Buy Hold or Sell Recommendation

PZLIX -- USA Fund  

USD 9.57  0.03  0.31%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding PPM Large Cap Value Fund Instit is 'Hold'. Macroaxis provides PPM Large buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding PZLIX positions. The advice algorithm takes into account all of PPM Large Cap available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from PZLIX buy-and-hold prospective. Additionally take a look at PPM Large Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell PPM LargeBuy PPM Large
Hold

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available
For the selected time horizon PPM Large Cap Value Fund Instit has a risk adjusted performance of 0.0225, jensen alpha of 0.0143, total risk alpha of (0.007076), sortino ratio of (0.002964) and treynor ratio of 0.703
We provide buy or sell recommendations to complement the recent expert consensus on PPM Large Cap. Our dynamic recommendation engine exercises multi - dimensional algorithm to analyze the entity potential to grow using all technical and fundamental data available now. Please employ PPM Large Number of Employees and Equity Positions Weight to make buy, hold, or sell decision on PPM Large Cap.

PPM Large Trading Alerts and Improvement Suggestions

Latest headline from MacroaxisInsider: ATT exotic insider transaction detected
The fund maintains 99.43% of its assets in stocks

PPM Large Returns Distribution Density

Mean Return0.024692Value At Risk1.77
Potential Upside1.72Standard Deviation1.06
 Return Density 
      Distribution 

PPM Large Greeks

α
Alpha over DOW
=0.014307
β
Beta against DOW=0.0209
σ
Overall volatility
=1.05
Ir
Information ratio =0.0035

PPM Large Volatility Alert

PPM Large Cap Value Fund Instit has relatively low volatility with skewness of -1.06 and kurtosis of 2.45. However, we advise all investors to independently investigate PPM Large Cap Value Fund Instit to ensure market all accessible information is consistent with the expectations about its upside potential and future risk-adjusted return.
    
 Better Than Average     
    
 Worse Than Average Compare PPM Large to competition

PPM Large Fundamental Vs Peers

FundamentalsPPM LargePeer Average
Net Asset7.09M4.11B
Minimum Initial Investment500K976.16K
Last Dividend Paid0.130.65
Cash Position Weight0.57% 10.61%
Equity Positions Weight99.43% 63.90%
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