ALLIANZGI Mutual Fund Buy Hold or Sell Recommendation

RMDAX Fund  USD 3.24  0.06  1.89%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding ALLIANZGI MID-CAP FUND is 'Strong Hold'. Macroaxis provides ALLIANZGI MID-CAP buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding RMDAX positions. The advice algorithm takes into account all of ALLIANZGI MID-CAP's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from ALLIANZGI MID-CAP's buy-and-hold perspective. Additionally, take a look at ALLIANZGI MID-CAP 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 ALLIANZGI and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards ALLIANZGI MID-CAP FUND.

Execute ALLIANZGI MID-CAP Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell ALLIANZGI MID-CAPBuy ALLIANZGI MID-CAP
Strong Hold

Volatility

Details

Hype Condition

Details

Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

Details

Analyst Consensus

Not Available
Details
For the selected time horizon ALLIANZGI MID-CAP FUND has a Risk Adjusted Performance of 0.1116, Jensen Alpha of (0.1), Total Risk Alpha of (0.12), Sortino Ratio of (0.019852) and Treynor Ratio of 0.1095
We provide trade advice to complement the prevailing expert consensus on ALLIANZGI MID-CAP FUND. Our dynamic recommendation engine uses a multidimensional algorithm to analyze the fund's potential to grow using all technical and fundamental data available today. Please makes use of ALLIANZGI MID-CAP three year return and equity positions weight to make buy, hold, or sell decision on ALLIANZGI MID-CAP FUND.

ALLIANZGI MID-CAP Returns Distribution Density

The distribution of ALLIANZGI MID-CAP's historical returns is an attempt to chart the uncertainty of ALLIANZGI MID-CAP's future price movements. The chart of the probability distribution of ALLIANZGI MID-CAP stock daily returns describes the distribution of returns around its average expected value. We use ALLIANZGI MID-CAP FUND price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of ALLIANZGI MID-CAP returns is essential to provide solid investment advice for ALLIANZGI MID-CAP.
Mean Return0.16Value At Risk-2.15
Potential Upside2.29Standard Deviation1.65
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of ALLIANZGI MID-CAP 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.

ALLIANZGI MID-CAP 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 ALLIANZGI MID-CAP or Virtus 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 ALLIANZGI MID-CAP's price will be affected by overall mutual fund 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 ALLIANZGI fund'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 NYSE Composite
-0.1
β
Beta against NYSE Composite1.38
σ
Overall volatility
1.65
Ir
Information ratio -0.02

ALLIANZGI MID-CAP Volatility Alert

ALLIANZGI MID-CAP FUND has relatively low volatility with skewness of 0.71 and kurtosis of 3.23. However, we advise all investors to independently investigate ALLIANZGI MID-CAP FUND to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure ALLIANZGI MID-CAP's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact ALLIANZGI MID-CAP'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.

ALLIANZGI MID-CAP Fundamentals Vs Peers

Comparing ALLIANZGI MID-CAP'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 ALLIANZGI MID-CAP's direct or indirect competition across all of the common fundamentals between ALLIANZGI MID-CAP and the related equities. This way, we can detect undervalued stocks with similar characteristics as ALLIANZGI MID-CAP or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of ALLIANZGI MID-CAP's fundamental indicators could also be used in its relative valuation, which is a method of valuing ALLIANZGI MID-CAP by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare ALLIANZGI MID-CAP to competition
FundamentalsALLIANZGI MID-CAPPeer Average
Price to Earning20.27 X6.53 X
Price to Book3.26 X0.74 X
Price to Sales1.81 X0.61 X
One Year Return25.98 %4.15 %
Three Year Return14.44 %3.60 %
Five Year Return11.83 %3.24 %
Ten Year Return12.79 %1.79 %
Net Asset285.93 M4.11 B
Cash Position Weight0.93 %10.61 %
Equity Positions Weight99.07 %63.90 %

About ALLIANZGI MID-CAP Buy or Sell Advice

When is the right time to buy or sell ALLIANZGI MID-CAP FUND? Buying financial instruments such as ALLIANZGI Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the 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. 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 ALLIANZGI MID-CAP 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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Biotech Theme
Companies specialized in biotechnology production and delivery of pharmaceuticals services. The Biotech theme has 40 constituents at this time.
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 Biotech Theme or any other thematic opportunities.
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Additionally, take a look at ALLIANZGI MID-CAP 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 ALLIANZGI MID-CAP FUND information on this page should be used as a complementary analysis to other ALLIANZGI MID-CAP'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 Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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