Macroaxis Story

Macroaxis News
  
By Achuva Shats

August 19, 2019

This post will break down 6 Monster Funds isntruments to have in your portfolio in September 2019. I will concentrate on the following entities: Fidelity Real Estate Pt, Fidelity Real Estate Index Fund, Franklin Real Estate Securities, Aberdeen Realty Income and Grow, Franklin Gold and Precious Met, and American Century Real Estate Fu
The Top 6 Monster Funds stocks to own in September 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.


Fidelity Real Estate Pt (FRESX)

Fidelity Real Estate Pt [FRESX] is traded in USA and was established September 17, 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 4.36B in assets under management (AUM) with minimum initial investment of 0. , while the total return for the last 3 years was 34.49%. Fidelity Real Estate shows prevailing Real Value of $45.35 per share. The current price of the fund is $45.1. At this time the entity appears to be fairly valued. 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.

Fidelity Real Estate Index Fund (FSRNX)

Fidelity Real Estate Index Fund [FSRNX] is traded in USA and was established September 17, 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 2.28B in assets under management (AUM) with minimum initial investment of 0. , while the total return for the last 3 years was 16.0%.

Franklin Real Estate Securities (FRLAX)

Franklin Real Estate Securities [FRLAX] is traded in USA and was established September 17, 2019. The fund is listed under Real Estate category and is part of Franklin Templeton Investments family. The entity is thematically classified as Monster Funds. Franklin Real Estate currently has accumulated 481.59M in assets under management (AUM) with minimum initial investment of 100K. , while the total return for the last 3 years was 28.91%. Franklin Real Estate shows prevailing Real Value of $22.94 per share. The current price of the fund is $22.93. At this time the entity appears to be fairly valued. We determine the value of Franklin 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. Franklin Real Estate shows prevailing Real Value of $22.94 per share. The current price of the fund is $22.93. At this time the entity appears to be fairly valued. We determine the value of Franklin 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.

Aberdeen Realty Income and Grow (AIAGX)

Aberdeen Realty Income and Grow [AIAGX] is traded in USA and was established September 17, 2019. The fund is listed under Real Estate category and is part of Aberdeen family. The entity is thematically classified as Monster Funds. Aberdeen Realty Income presently has accumulated 80.12M in assets under management (AUM) with minimum initial investment of 1K. , while the total return for the last 3 years was 30.91%.

Franklin Gold and Precious Met (FGADX)

Franklin Gold and Precious Met [FGADX] is traded in USA and was established September 17, 2019. The fund is listed under Equity Precious Metals category and is part of Franklin Templeton Investments family. The entity is thematically classified as Monster Funds. Franklin Gold currently has accumulated 873.19M in assets under management (AUM) with minimum initial investment of 100K. , while the total return for the last 3 years was 30.15%. Franklin Gold shows prevailing Real Value of $17.88 per share. The current price of the fund is $17.75. At this time the entity appears to be fairly valued. We determine the value of Franklin 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. Franklin Gold shows prevailing Real Value of $17.88 per share. The current price of the fund is $17.75. At this time the entity appears to be fairly valued. We determine the value of Franklin 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.

American Century Real Estate Fu (ARYCX)

American Century Real Estate Fu [ARYCX] is traded in USA and was established September 17, 2019. The fund is listed under Real Estate category and is part of American Century Investments family. The entity is thematically classified as Monster Funds. American Century Real presently has accumulated 992.54M in assets under management (AUM) with minimum initial investment of 2.5K. , while the total return for the last 3 years was 31.69%. American Century competes with Principal Fds, Principal Fds, Fidelity Real, Cohen Steers, Nuveen Real, Nuveen Real, Nuveen Real, TIAA CREF, and Fidelity Real. The investment seeks high total investment return through a combination of capital appreciation and current income. American Century is traded on BATS Exchange in USA.

Current 6 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
 0.66  0.04  0.02  3.09  0.92  0.0218 (0.65)  1.14 (1.83)  4.17 
 0.66  0.03  0.01  0.11  0.87  0.0174 (0.66)  1.09 (1.48)  3.63 
 0.67 (0.01) (0.03)  1.12  0.97 (0.0333) (0.69)  1.20 (1.88)  4.19 
 0.69  0.07  0.05  13.56  0.93  0.06 (0.74)  1.32 (1.77)  4.48 
 0.66  0.02  0.00  1.04  0.94 (0.0019) (0.69)  1.29 (1.83)  4.30 
 0.68  0.03  0.01  1.65  0.89  0.0066 (0.72)  1.30 (1.41)  3.60 
 0.69  0.01 (0.01) (0.04)  0.94 (0.0157) (0.67)  1.20 (1.37)  3.57 
 0.63  0.05  0.03 (6.34)  0.78  0.0383 (0.66)  1.18 (1.41)  3.60 
Search macroaxis.com