Conservative Balanced Allocation Fund Buy Hold or Sell Recommendation
| SCAAX Fund | USD 10.67 0.01 0.09% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Conservative Balanced Allocation is 'Strong Hold'. Macroaxis provides Conservative Balanced buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SCAAX positions. The advice algorithm takes into account all of Conservative Balanced's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Conservative Balanced's buy or sell advice are summarized below:
Real Value 10.69 | Hype Value 10.67 | Market Value 10.67 | Naive Value 10.65 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Conservative Balanced Allocation given historical horizon and risk tolerance towards Conservative Balanced. When Macroaxis issues a 'buy' or 'sell' recommendation for Conservative Balanced Allocation, the advice is generated through an automated system that utilizes algorithms and statistical models.
Conservative |
Execute Conservative Balanced Buy or Sell Advice
The Conservative recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Conservative Balanced Allocation. Macroaxis does not own or have any residual interests in Conservative Balanced Allocation or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Conservative Balanced's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Insignificant | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Analyst Consensus | Not Available | Details |
Conservative Balanced Trading Alerts and Improvement Suggestions
| The fund maintains about 31.92% of its assets in cash |
Conservative Balanced Returns Distribution Density
The distribution of Conservative Balanced's historical returns is an attempt to chart the uncertainty of Conservative Balanced's future price movements. The chart of the probability distribution of Conservative Balanced daily returns describes the distribution of returns around its average expected value. We use Conservative Balanced Allocation price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Conservative Balanced returns is essential to provide solid investment advice for Conservative Balanced.
| Mean Return | 0.02 | Value At Risk | -0.56 | Potential Upside | 0.66 | Standard Deviation | 0.39 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Conservative Balanced 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.
Conservative Balanced 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 Conservative Balanced or Saratoga 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 Conservative Balanced'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 Conservative 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 | -0.03 | |
β | Beta against NYSE Composite | 0.55 | |
σ | Overall volatility | 0.40 | |
Ir | Information ratio | -0.18 |
Conservative Balanced Volatility Alert
Conservative Balanced Allocation exhibits very low volatility with skewness of -0.26 and kurtosis of 0.25. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Conservative Balanced'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 Conservative Balanced'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 financial instruments as prices fall.Conservative Balanced Fundamentals Vs Peers
Comparing Conservative Balanced'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 Conservative Balanced's direct or indirect competition across all of the common fundamentals between Conservative Balanced and the related equities. This way, we can detect undervalued stocks with similar characteristics as Conservative Balanced or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Conservative Balanced's fundamental indicators could also be used in its relative valuation, which is a method of valuing Conservative Balanced by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Conservative Balanced to competition |
| Fundamentals | Conservative Balanced | Peer Average |
| Price To Earning | 11.91 X | 6.53 X |
| Price To Book | 1.56 X | 0.74 X |
| Price To Sales | 0.95 X | 0.61 X |
| Annual Yield | 0.02 % | 0.29 % |
| Year To Date Return | 0.19 % | 0.39 % |
| One Year Return | 7.52 % | 4.15 % |
| Three Year Return | 1.37 % | 3.60 % |
| Five Year Return | 4.61 % | 3.24 % |
| Net Asset | 2.2 M | 4.11 B |
| Last Dividend Paid | 0.02 | 0.65 |
| Cash Position Weight | 31.92 % | 10.61 % |
| Equity Positions Weight | 33.20 % | 63.90 % |
| Bond Positions Weight | 4.71 % | 11.24 % |
Conservative Balanced Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Conservative . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Daily Balance Of Power | (9,223,372,036,855) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 10.67 | |||
| Day Typical Price | 10.67 | |||
| Price Action Indicator | (0.01) | |||
| Period Momentum Indicator | (0.01) | |||
| Relative Strength Index | 44.03 |
About Conservative Balanced Buy or Sell Advice
When is the right time to buy or sell Conservative Balanced Allocation? Buying financial instruments such as Conservative 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.
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Check out Conservative Balanced 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 Conservative Balanced information on this page should be used as a complementary analysis to other Conservative Balanced'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 the Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.