Wilmington Mutual Fund Buy Hold or Sell Recommendation

WMRIX -  USA Fund  

USD 16.80  0.10  0.59%

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

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

Execute Wilmington Real Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Wilmington RealBuy Wilmington Real
Cautious Hold

Volatility

Very steadyDetails

Hype Condition

Under hypedDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Barely shadows the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Wilmington Real Asset has a Mean Deviation of 0.4824, Semi Deviation of 0.6618, Standard Deviation of 0.698, Variance of 0.4872, Downside Variance of 0.6046 and Semi Variance of 0.4379
Our recommendation tool can cross-verify current analyst consensus on Wilmington Real Asset and to analyze the fund potential to grow in the current economic cycle. Use Wilmington Real Asset three year return and cash position weight to ensure your buy or sell decision on Wilmington Real Asset is adequate.

Wilmington Real Trading Alerts and Improvement Suggestions

Wilmington Real is unlikely to experience financial distress in the next 2 years
Wilmington Real Asset generated five year return of 0.0%
This fund keeps about 16.27% of its net assets in cash

Wilmington Real Returns Distribution Density

The distribution of Wilmington Real's historical returns is an attempt to chart the future uncertainty of Wilmington Real's future price movements. The chart of the probability distribution of Wilmington Real stock daily returns describes the distribution of returns around its average expected value. We use Wilmington Real Asset price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Wilmington Real returns is essential to provide solid investment advice for Wilmington Real stock.
Mean Return0.0151Value At Risk-0.97
Potential Upside1.16Standard 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 Wilmington Real 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.

Wilmington Real 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 Wilmington Real or Wilmington 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 Wilmington Real 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 Wilmington 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
0.004562
β
Beta against DOW0.0311
σ
Overall volatility
0.66
Ir
Information ratio -0.02

Wilmington Real Volatility Alert

Wilmington Real Asset exhibits relatively low volatility with skewness of -0.25 and kurtosis of 1.94. However, we advice investors to further investigate Wilmington Real Asset to ensure all market statistics is disseminated and is consistent with investors' estimations about Wilmington Real upside potential. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Wilmington Real'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 Wilmington Real'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.

Wilmington Real Fundamentals Vs Peers

Comparing Wilmington Real'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 Wilmington Real's direct or indirect competition across all of the common fundamentals between Wilmington Real and the related equities. This way, we can detect undervalued stocks with similar characteristics as Wilmington Real or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Wilmington Real's fundamental indicators could also be used in its relative valuation, which is a method of valuing Wilmington Real by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Wilmington Real to competition
FundamentalsWilmington RealPeer Average
Price to Earning18.18 X6.53 X
Price to Book1.32 X0.74 X
Price to Sales4.15 X0.61 X
One Year Return(8.61) %4.15 %
Three Year Return(0.52) %3.60 %
Five Year Return(0.04) %3.24 %
Ten Year Return2.86 %1.79 %
Net Asset488.22 M4.11 B
Minimum Initial Investment100 K976.16 K
Last Dividend Paid0.090.65
Cash Position Weight16.27 %10.61 %
Equity Positions Weight28.46 %63.90 %
Bond Positions Weight26.40 %11.24 %

About Wilmington Real Buy or Sell Advice

When is the right time to buy or sell Wilmington Real Asset? Buying financial instruments such as Wilmington 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 Wilmington Real 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 Wilmington Real 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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Moderate
Moderate Theme
Funds or Etfs that combine stocks, bonds and money market instruments to get modest capital appreciation over time. Moderate theme has 40 constituents.
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Check out Wilmington Real 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 Wilmington Real Asset information on this page should be used as a complementary analysis to other Wilmington Real'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 Volatility Analysis module to get historical volatility and risk analysis based on latest market data.

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