Vaughan Nelson Buy Hold or Sell Recommendation

VSCNX -- USA Fund  

USD 16.04  0.05  0.31%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding Vaughan Nelson Small Cap Value is 'Strong Buy'. Macroaxis provides Vaughan Nelson buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding VSCNX positions. The advice algorithm takes into account all of Vaughan Nelson Small available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from VSCNX buy-and-hold prospective. Also please take a look at Vaughan Nelson Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell Vaughan NelsonBuy Vaughan Nelson
Strong Buy

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available
For the selected time horizon Vaughan Nelson Small Cap Value has a risk adjusted performance of 0.0698, jensen alpha of 0.0706, total risk alpha of 0.0319, sortino ratio of 0.0331 and treynor ratio of 6.89
Our advice tool can be used to cross verify current analyst consensus on Vaughan Nelson and to analyze the entity potential to grow in the current economic cycle. Please use Vaughan Nelson Small Number of Employees and Equity Positions Weight to make buy, hold, or sell decision on Vaughan Nelson.

Vaughan Nelson Trading Alerts and Improvement Suggestions

Vaughan Nelson Returns Distribution Density

Mean Return0.08Value At Risk1.2
Potential Upside1.67Standard Deviation1.04
 Return Density 
      Distribution 

Vaughan Nelson Greeks

α
Alpha over DOW
=0.07
β
Beta against DOW=0.0103
σ
Overall volatility
=1.06
Ir
Information ratio =0.0364

Vaughan Nelson Volatility Alert

Vaughan Nelson Small Cap Value has relatively low volatility with skewness of -0.57 and kurtosis of 0.91. However, we advise all investors to independently investigate Vaughan Nelson Small Cap Value to ensure market all accessible information is consistent with the expectations about its upside potential and future risk-adjusted return.
    
 Better Than Average     
    
 Worse Than Average Compare Vaughan Nelson to competition

Vaughan Nelson Fundamental Vs Peers

FundamentalsVaughan NelsonPeer Average
Net Asset118.61M4.11B
Minimum Initial Investment1000K976.16K
Last Dividend Paid0.010.65
Cash Position Weight4.29% 10.61%
Equity Positions Weight95.71% 63.90%
Search macroaxis.com