Schwab Fundamental Global Fund Buy Hold or Sell Recommendation
| SFREX Fund | USD 8.43 0.11 1.29% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Schwab Fundamental Global is 'Strong Hold'. Macroaxis provides Schwab Fundamental buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SFREX positions. The advice algorithm takes into account all of Schwab Fundamental's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Schwab Fundamental's buy or sell advice are summarized below:
Real Value 8.58 | Hype Value 8.54 | Market Value 8.43 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Schwab Fundamental Global given historical horizon and risk tolerance towards Schwab Fundamental. When Macroaxis issues a 'buy' or 'sell' recommendation for Schwab Fundamental Global, the advice is generated through an automated system that utilizes algorithms and statistical models.
Schwab |
Execute Schwab Fundamental Buy or Sell Advice
The Schwab recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Schwab Fundamental Global. Macroaxis does not own or have any residual interests in Schwab Fundamental Global or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Schwab Fundamental's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Analyst Consensus | Not Available | Details |
Schwab Fundamental Trading Alerts and Improvement Suggestions
| Schwab Fundamental generated a negative expected return over the last 90 days | |
| Schwab Fundamental Global generated five year return of -3.0% | |
| This fund maintains 99.21% of its assets in stocks |
Schwab Fundamental Returns Distribution Density
The distribution of Schwab Fundamental's historical returns is an attempt to chart the uncertainty of Schwab Fundamental's future price movements. The chart of the probability distribution of Schwab Fundamental daily returns describes the distribution of returns around its average expected value. We use Schwab Fundamental Global price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Schwab Fundamental returns is essential to provide solid investment advice for Schwab Fundamental.
| Mean Return | -0.06 | Value At Risk | -1.56 | Potential Upside | 1.15 | Standard Deviation | 0.95 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Schwab Fundamental 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.
Schwab Fundamental 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 Schwab Fundamental or Schwab Funds 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 Schwab Fundamental'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 Schwab 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 | -0.16 | |
β | Beta against NYSE Composite | 1.26 | |
σ | Overall volatility | 0.96 | |
Ir | Information ratio | -0.15 |
Schwab Fundamental Volatility Alert
Schwab Fundamental Global exhibits very low volatility with skewness of -0.69 and kurtosis of 0.98. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Schwab Fundamental'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 Schwab Fundamental'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.Schwab Fundamental Fundamentals Vs Peers
Comparing Schwab Fundamental'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 Schwab Fundamental's direct or indirect competition across all of the common fundamentals between Schwab Fundamental and the related equities. This way, we can detect undervalued stocks with similar characteristics as Schwab Fundamental or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Schwab Fundamental's fundamental indicators could also be used in its relative valuation, which is a method of valuing Schwab Fundamental by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Schwab Fundamental to competition |
| Fundamentals | Schwab Fundamental | Peer Average |
| Price To Earning | 16.89 X | 6.53 X |
| Price To Book | 1.29 X | 0.74 X |
| Price To Sales | 2.64 X | 0.61 X |
| Annual Yield | 0.04 % | 0.29 % |
| Year To Date Return | 4.13 % | 0.39 % |
| One Year Return | (1.67) % | 4.15 % |
| Three Year Return | (6.52) % | 3.60 % |
| Five Year Return | (3.19) % | 3.24 % |
| Net Asset | 91.49 M | 4.11 B |
| Last Dividend Paid | 0.09 | 0.65 |
| Cash Position Weight | 0.71 % | 10.61 % |
| Equity Positions Weight | 99.21 % | 63.90 % |
Schwab Fundamental Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Schwab . 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 | 0.99 | |||
| Day Median Price | 8.43 | |||
| Day Typical Price | 8.43 | |||
| Price Action Indicator | (0.06) | |||
| Period Momentum Indicator | (0.11) |
About Schwab Fundamental Buy or Sell Advice
When is the right time to buy or sell Schwab Fundamental Global? Buying financial instruments such as Schwab 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 Schwab Fundamental 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.Did You Try This Idea?
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Conservative Funds
Funds or Etfs that invest using buy-and-hold investment strategy in companies with consistent growth over many years of operation. The Conservative Funds theme has 46 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 Conservative Funds Theme or any other thematic opportunities.
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Check out Schwab Fundamental 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 Schwab Fundamental Global information on this page should be used as a complementary analysis to other Schwab Fundamental'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 Content Syndication module to quickly integrate customizable finance content to your own investment portal.