Macroaxis Story

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By Ellen Johnson

January 11, 2019

This post will analyze 5 Monster Funds isntruments to have in your portfolio in February 2019. I will go over the following equities: First Eagle Gold I, First Eagle Gold A, First Eagle Gold C, Fidelity Real Estate Index Investor, and Fidelity Real Estate Index Instl
The Top 5 Monster Funds stocks to own in February 2019

This list of potential positions covers Funds with above average long term performance indicators. Solid funds with above average long term performance indicators based on Macroaxis rating system in USA. Please note, we provide buy hold or sell recommendation only in the context of selected investment horizon assuming investor has average attitude towards taking risk. Please also consider using Portfolio Positions Ratings and Equity Ratings tools to further calibrate your research.


First Eagle Gold I (FEGIX)

First Eagle Gold I [FEGIX] is traded in USA and was established May 21, 2019. The fund is listed under Equity Precious Metals category and is part of First Eagle family. The entity is thematically classified as Monster Funds. First Eagle Gold currently has accumulated 898.36M in assets under management (AUM) with minimum initial investment of 1000K. , while the total return for the last 3 years was 21.71%. First Eagle Gold shows prevailing Real Value of $16.11 per share. The current price of the fund is $14.61. At this time the entity appears to be undervalued. We determine the value of First Eagle Gold from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise to go long with undervalued instruments and to sell out overvalued instruments since at some point assets prices and their ongoing real values will submerge.

First Eagle Gold A (SGGDX)

First Eagle Gold A [SGGDX] is traded in USA and was established May 21, 2019. The fund is listed under Equity Precious Metals category and is part of First Eagle family. The entity is thematically classified as Monster Funds. First Eagle Gold at this time has accumulated 898.36M in assets with minimum initial investment of 2.5K. , while the total return for the last 3 years was 19.37%.

First Eagle Gold C (FEGOX)

First Eagle Gold C [FEGOX] is traded in USA and was established May 21, 2019. The fund is listed under Equity Precious Metals category and is part of First Eagle family. The entity is thematically classified as Monster Funds. First Eagle Gold currently has accumulated 898.36M in assets under management (AUM) with minimum initial investment of 2.5K. , while the total return for the last 3 years was 20.5%. First Eagle Gold shows prevailing Real Value of $13.22 per share. The current price of the fund is $13.05. At this time the entity appears to be fairly valued. We determine the value of First Eagle Gold from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise to go long with undervalued instruments and to sell out overvalued instruments since at some point assets prices and their ongoing real values will submerge. First Eagle competes with Vanguard Precious, Fidelity Select, Fidelity Advisor, Fidelity Advisor, Fidelity Advisor, Oppenheimer Gold, Oppenheimer Gold, Oppenheimer Gold, and Oppenheimer Gold. The investment seeks to provide investors the opportunity to participate in the investment characteristics of gold for a portion of their overall investment portfolio. First Eagle is traded on NASDAQ Stock Exchange in USA.

Fidelity Real Estate Index Investor (FRXIX)

Fidelity Real Estate Index Investor [FRXIX] is traded in USA and was established May 21, 2019. The fund is listed under null category and is part of null family. The entity is thematically classified as Monster Funds. Fidelity Real Estate currently has accumulated 1.4B in assets under management (AUM) with minimum initial investment of 0. , while the total return for the last 3 years was 15.81%.

Fidelity Real Estate Index Instl (FSRNX)

Fidelity Real Estate Index Instl [FSRNX] is traded in USA and was established May 21, 2019. The fund is listed under Real Estate category and is part of Fidelity Investments family. The entity is thematically classified as Monster Funds. Fidelity Real Estate currently has accumulated 1.94B in assets under management (AUM) with minimum initial investment of 0. , while the total return for the last 3 years was 16.0%. Fidelity Real Estate prevailing Real Value cannot be determined due to lack of data. The current price of Fidelity Real Estate is $0.0. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Fidelity Real Estate from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise to go long with undervalued instruments and to sell out overvalued instruments since at some point assets prices and their ongoing real values will submerge.

Current 5 Monster Funds Recommendations

Competition Technical Indicators

Mean
Deviation
Jensen
Alpha
Sortino
Ratio
Treynor
Ratio
Semi
Deviation
Information
Ratio
Expected
Shortfall
Potential
Upside
Value
At Risk
Maximum
Drawdown
 0.57  0.07  0.10  0.17  0.73  0.11 (0.65)  1.00 (0.97)  4.00 
 0.64  0.07  0.10  0.16  0.74  0.10 (0.71)  1.05 (1.16)  4.00 
 0.54  0.07  0.10  0.15  0.65  0.11 (0.63)  1.01 (1.00)  3.95 
 0.18  0.05  0.25  0.40  0.00  0.30 (0.23)  0.41 (0.33)  1.16 
 0.19  0.05  0.25  0.39  0.00  0.27 (0.24)  0.42 (0.25)  1.18 
 0.56  0.08  0.12  0.26  0.64  0.13 (0.70)  0.92 (0.98)  4.13 
 0.57  0.08  0.11  0.25  0.65  0.13 (0.71)  0.95 (0.94)  4.04 
 0.60  0.10  0.13  0.26  0.64  0.15 (0.76)  1.08 (1.03)  4.07 
 0.61  0.10  0.13  0.26  0.68  0.14 (0.68)  1.01 (1.16)  3.66 
 0.61  0.10  0.12  0.26  0.74  0.14 (0.69)  1.02 (1.17)  4.07 

About Contributor

Ellen Johnson
   Ellen Johnson is a Member of Macroaxs Editorial Board. Ellen covers public companies in North America focusing primarily on valuation and volatility. Six years of experience in predictive investment analytics and risk management. View Profile
This story should be regarded as informational only and should not be considered as solicitation to sell or buy any financial products. Macroaxis does not express any opinion as to the present or future value of any investments referred to in this post. This post may not be reproduced without the consent of Macroaxis LLC. Macroaxis LLC and Ellen Johnson do not own shares of Macroaxis. Please refer to our Terms of Use for any information regarding our disclosure principles.

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