Asset Allocation Fund Buy Hold or Sell Recommendation

VCAAX Fund  USD 11.31  0.01  0.09%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Asset Allocation Fund is 'Strong Hold'. Macroaxis provides Asset Allocation buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding VCAAX positions. The advice algorithm takes into account all of Asset Allocation's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Asset Allocation's buy or sell advice are summarized below:
Real Value
11.2
Hype Value
11.31
Market Value
11.31
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Asset Allocation Fund given historical horizon and risk tolerance towards Asset Allocation. When Macroaxis issues a 'buy' or 'sell' recommendation for Asset Allocation Fund, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Asset Allocation 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.
In addition, we conduct extensive research on individual funds such as Asset and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Asset Allocation Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation.

Execute Asset Allocation Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Asset AllocationBuy Asset Allocation
Strong Hold

Market Performance

SolidDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Asset Allocation Fund has a Risk Adjusted Performance of 0.111, Jensen Alpha of 0.002, Total Risk Alpha of (0.02), Sortino Ratio of (0.07) and Treynor Ratio of 0.1276
Our trade advice tool can cross-verify current analyst consensus on Asset Allocation Fund and to analyze the fund potential to grow in the current economic cycle. Use Asset Allocation Fund price to book, year to date return, as well as the relationship between the Year To Date Return and net asset to ensure your buy or sell decision on Asset Allocation Fund is adequate.

Asset Allocation Trading Alerts and Improvement Suggestions

The fund keeps about 36.28% of its net assets in bonds

Asset Allocation Returns Distribution Density

The distribution of Asset Allocation's historical returns is an attempt to chart the uncertainty of Asset Allocation's future price movements. The chart of the probability distribution of Asset Allocation daily returns describes the distribution of returns around its average expected value. We use Asset Allocation Fund price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Asset Allocation returns is essential to provide solid investment advice for Asset Allocation.
Mean Return
0.11
Value At Risk
-0.57
Potential Upside
0.96
Standard Deviation
0.52
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Asset Allocation 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.

Asset Allocation 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 Asset Allocation or VALIC 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 Asset Allocation'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 Asset 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
β
Beta against NYSE Composite0.75
σ
Overall volatility
0.53
Ir
Information ratio -0.06

Asset Allocation Volatility Alert

Asset Allocation Fund exhibits very low volatility with skewness of 0.58 and kurtosis of 1.44. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Asset Allocation'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 Asset Allocation'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.

Asset Allocation Fundamentals Vs Peers

Comparing Asset Allocation'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 Asset Allocation's direct or indirect competition across all of the common fundamentals between Asset Allocation and the related equities. This way, we can detect undervalued stocks with similar characteristics as Asset Allocation or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Asset Allocation's fundamental indicators could also be used in its relative valuation, which is a method of valuing Asset Allocation by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Asset Allocation to competition
FundamentalsAsset AllocationPeer Average
Price To Earning16.95 X6.53 X
Price To Book1.98 X0.74 X
Price To Sales1.14 X0.61 X
Annual Yield0.01 %0.29 %
Year To Date Return5.94 %0.39 %
One Year Return20.37 %4.15 %
Three Year Return5.99 %3.60 %
Five Year Return7.95 %3.24 %
Ten Year Return6.22 %1.79 %
Net Asset165.42 M4.11 B
Last Dividend Paid0.130.65
Cash Position Weight2.81 %10.61 %
Equity Positions Weight60.67 %63.90 %
Bond Positions Weight36.28 %11.24 %

Asset Allocation Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Asset . 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.

About Asset Allocation Buy or Sell Advice

When is the right time to buy or sell Asset Allocation Fund? Buying financial instruments such as Asset 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 Asset Allocation 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?

Run Pharmaceutical Products Thematic Idea Now

Pharmaceutical Products
Pharmaceutical Products Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Pharmaceutical Products theme has 61 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 Pharmaceutical Products Theme or any other thematic opportunities.
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Check out Asset Allocation 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 Asset Allocation Fund information on this page should be used as a complementary analysis to other Asset Allocation'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 Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.

Complementary Tools for Asset Mutual Fund analysis

When running Asset Allocation's price analysis, check to measure Asset Allocation's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Asset Allocation is operating at the current time. Most of Asset Allocation's value examination focuses on studying past and present price action to predict the probability of Asset Allocation's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Asset Allocation's price. Additionally, you may evaluate how the addition of Asset Allocation to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Asset Allocation's value and its price as these two are different measures arrived at by different means. Investors typically determine if Asset Allocation is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Asset Allocation'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.