Wealthbuilder Mutual Fund Buy Hold or Sell Recommendation

WEACX -  USA Fund  

USD 23.50  0.04  0.17%

Assuming the 90 days horizon and your highly speculative risk level, our recommendation regarding Wealthbuilder Equity is 'Strong Buy'. Macroaxis provides Wealthbuilder Equity buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding WEACX positions. The advice algorithm takes into account all of Wealthbuilder Equity's available fundamental, technical, and predictive indicators you will find on this site.

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The advice is provided from Wealthbuilder Equity's buy-and-hold perspective. Check out Wealthbuilder Equity 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 Wealthbuilder and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Wealthbuilder Equity.

Execute Wealthbuilder Equity Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Wealthbuilder EquityBuy Wealthbuilder Equity
Strong Buy

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

UndervaluedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Barely shadows the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Wealthbuilder Equity has a Risk Adjusted Performance of 0.0355, Jensen Alpha of 0.0256, Total Risk Alpha of 0.0089, Sortino Ratio of 0.012 and Treynor Ratio of 3.78
Our trade advice module complements current analysts and expert consensus on Wealthbuilder Equity. It analyzes the entity potential to grow using all fundamental, technical, and market related data available at the time. Please utilize Wealthbuilder Equity one year return and minimum initial investment to make buy, hold, or sell decision on Wealthbuilder Equity.

Wealthbuilder Equity Trading Alerts and Improvement Suggestions

Wealthbuilder Equity is unlikely to experience financial distress in the next 2 years
The fund keeps 86.09% of its net assets in stocks

Wealthbuilder Equity Returns Distribution Density

The distribution of Wealthbuilder Equity's historical returns is an attempt to chart the future uncertainty of Wealthbuilder Equity's future price movements. The chart of the probability distribution of Wealthbuilder Equity stock daily returns describes the distribution of returns around its average expected value. We use Wealthbuilder Equity price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Wealthbuilder Equity returns is essential to provide solid investment advice for Wealthbuilder Equity stock.
Mean Return0.0357Value At Risk-1.21
Potential Upside1.09Standard Deviation0.70
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Wealthbuilder Equity 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.

Wealthbuilder Equity 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 Wealthbuilder Equity or Wells Fargo 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 Wealthbuilder Equity 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 Wealthbuilder 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
0.025567
β
Beta against DOW0.0068
σ
Overall volatility
0.69
Ir
Information ratio 0.0129

Wealthbuilder Equity Volatility Alert

Wealthbuilder Equity exhibits relatively low volatility with skewness of 0.4 and kurtosis of 2.51. However, we advice investors to further investigate Wealthbuilder Equity to ensure all market statistics is disseminated and is consistent with investors' estimations about Wealthbuilder Equity upside potential. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Wealthbuilder Equity's 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 Wealthbuilder Equity'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 stocks as prices fall.

Wealthbuilder Equity Fundamentals Vs Peers

Comparing Wealthbuilder Equity'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 Wealthbuilder Equity's direct or indirect competition across all of the common fundamentals between Wealthbuilder Equity and the related equities. This way, we can detect undervalued stocks with similar characteristics as Wealthbuilder Equity or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Wealthbuilder Equity's fundamental indicators could also be used in its relative valuation, which is a method of valuing Wealthbuilder Equity by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Wealthbuilder Equity to competition
FundamentalsWealthbuilder EquityPeer Average
One Year Return13.06 %4.15 %
Three Year Return6.97 %3.60 %
Five Year Return6.11 %3.24 %
Ten Year Return9.01 %1.79 %
Net Asset467.05 M4.11 B
Minimum Initial Investment1 K976.16 K
Cash Position Weight3.76 %10.61 %
Equity Positions Weight86.09 %63.90 %

About Wealthbuilder Equity Buy or Sell Advice

When is the right time to buy or sell Wealthbuilder Equity? Buying financial instruments such as Wealthbuilder 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 Wealthbuilder Equity 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 Wealthbuilder Equity 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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Run Real Estate Thematic Idea Now

Real Estate
Real Estate Theme
Publicly traded companies that are involved in real estate development, property maintenance and management of real estate investment trusts (REIT) funds. Real Estate theme has 30 constituents.
View All  Next Launch Real Estate
Check out Wealthbuilder Equity 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 Wealthbuilder Equity information on this page should be used as a complementary analysis to other Wealthbuilder Equity'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 Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.

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