Guggenheim Mutual Fund Buy Hold or Sell Recommendation

SFEPX -  USA Fund  

USD 26.05  0.34  1.29%

Assuming the 90 days horizon and your way above-average risk tolerance, our recommendation regarding Guggenheim Styleplus - is 'Buy'. Macroaxis provides Guggenheim Styleplus buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SFEPX positions. The advice algorithm takes into account all of Guggenheim Styleplus' available fundamental, technical, and predictive indicators you will find on this site.

Guggenheim Advice 

 
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The advice is provided from Guggenheim Styleplus' buy-and-hold perspective. Additionally, take a look at Guggenheim Styleplus 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 Guggenheim and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Guggenheim Styleplus -.

Execute Guggenheim Styleplus Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Guggenheim StyleplusBuy Guggenheim Styleplus
Buy

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very LowDetails

Economic Sensitivity

Almost mirrors the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Guggenheim Styleplus - has a Risk Adjusted Performance of (0.09), Jensen Alpha of (0.07), Total Risk Alpha of (0.047785) and Treynor Ratio of (0.13)
Our trade recommendations module complements current analysts and expert consensus on Guggenheim Styleplus -. It analyzes the fund potential to grow using all fundamental, technical, and market related data available at the time. Use Guggenheim Styleplus total asset and last dividend paid to ensure your buy or sell decision on Guggenheim Styleplus is adequate.

Guggenheim Styleplus Trading Alerts and Improvement Suggestions

Guggenheim Styleplus generated a negative expected return over the last 90 days
Guggenheim Styleplus is unlikely to experience financial distress in the next 2 years
The fund maintains about 7.74% of its assets in cash

Guggenheim Styleplus Returns Distribution Density

The distribution of Guggenheim Styleplus' historical returns is an attempt to chart the future uncertainty of Guggenheim Styleplus' future price movements. The chart of the probability distribution of Guggenheim Styleplus stock daily returns describes the distribution of returns around its average expected value. We use Guggenheim Styleplus - price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Guggenheim Styleplus returns is essential to provide solid investment advice for Guggenheim Styleplus stock.
Mean Return-0.12Value At Risk-1.92
Potential Upside1.41Standard Deviation1.13
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Guggenheim Styleplus 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.

Guggenheim Styleplus 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 Guggenheim Styleplus or Guggenheim Investments 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 Guggenheim Styleplus 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 Guggenheim 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
-0.07
β
Beta against DOW1.02
σ
Overall volatility
1.16
Ir
Information ratio -0.06

Guggenheim Styleplus Volatility Alert

Guggenheim Styleplus - exhibits very low volatility with skewness of -1.38 and kurtosis of 5.02. However, we advise investors to further study Guggenheim Styleplus - 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 Guggenheim Styleplus' 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 Guggenheim Styleplus' 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.

Guggenheim Styleplus Implied Volatility

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

Guggenheim Styleplus Fundamentals Vs Peers

Comparing Guggenheim Styleplus' 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 Guggenheim Styleplus' direct or indirect competition across all of the common fundamentals between Guggenheim Styleplus and the related equities. This way, we can detect undervalued stocks with similar characteristics as Guggenheim Styleplus or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Guggenheim Styleplus' fundamental indicators could also be used in its relative valuation, which is a method of valuing Guggenheim Styleplus by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Guggenheim Styleplus to competition
FundamentalsGuggenheim StyleplusPeer Average
Price to Earning14.52 X6.53 X
Price to Book2.08 X0.74 X
Price to Sales1.19 X0.61 X
One Year Return10.41 %4.15 %
Three Year Return8.07 %3.60 %
Five Year Return8.49 %3.24 %
Ten Year Return11.15 %1.79 %
Net Asset264.35 M4.11 B
Last Dividend Paid0.170.65
Cash Position Weight7.74 %10.61 %
Equity Positions Weight29.56 %63.90 %
Bond Positions Weight37.56 %11.24 %

About Guggenheim Styleplus Buy or Sell Advice

When is the right time to buy or sell Guggenheim Styleplus -? Buying financial instruments such as Guggenheim 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 Guggenheim Styleplus 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 Guggenheim Styleplus 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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Additionally, take a look at Guggenheim Styleplus 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 Guggenheim Styleplus information on this page should be used as a complementary analysis to other Guggenheim Styleplus' 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 Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.

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