Castle Mutual Fund Analysis

MOATX -  USA Fund  

USD 23.13  0.01  0.0432%

The current indifference towards the small price fluctuations of Castle Focus may encourage investors to take a closer look at the entity as it is trading at a share price of 23.13 on slow start in trading volume. The fund managers did not add any value to Castle Focus investors in September. However, most investors can still diversify their portfolios with Castle Focus to hedge their inherited risk against high-volatility market scenarios. The fund standard deviation of daily returns for 90 days investing horizon is currently 0.55. The very small Fund volatility is a good signal to investors with longer-term investment horizons.
Additionally, see Stocks Correlation.

Castle Mutual Fund Analysis 

 
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The Castle Focus mutual fund analysis report makes it easy to digest most publicly released information about Castle Focus and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Castle Mutual Fund analysis module also helps to analyze the Castle Focus price relationship with some important fundamental indicators such as market cap and management efficiency.

Castle Mutual Fund Analysis Notes

The fund maintains about 16.45% of assets in cash. Castle Focus last dividend was 0.09 per share. Under normal market conditions, the fund invests primarily in common stocks of domestic companies and American Depositary Receipts of foreign companies of any size without regard to market capitalization that the subadviser believes possess a strong competitive position in their peer group and have undervalued assets or growth potential that is not yet reflected in stock price. It will normally hold a core position of between 15 and 30 common stocks. The fund may also invest in exchange traded funds . It is nondiversified. To find out more about Castle Focus contact the company at 877-743-7820.

Castle Focus Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Castle Focus' investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Castle Focus or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Castle Focus is unlikely to experience financial distress in the next 2 years
The fund maintains about 16.45% of its assets in cash

Management Efficiency

Castle Focus management efficiency ratios could be used to measure how well the company manages its routine affairs as well as how well it operates its assets and liabilities.

Top Mutual Fund Constituents

Information
Ratio
Value
At Risk
TJX
TJX Companies(0.06) (2.51) 
EXPD
Expeditors Intl(0.11) (2.35) 
WRB
WR Berkley Corp 0.0143 (1.69) 
MON
Monument Circle Acquisition(0.07) (0.51) 
NES
Nestle Sa ADR(0.0416) (1.57) 
CSCO
Cisco Systems 0.0176 (1.37) 
TRV
The Travelers Companies(0.0407) (1.79) 
BER
Berkshire Hathaway(0.06) (1.11) 
SLB
Schlumberger NV 0.12 (2.75) 
PFE
Pfizer Inc 0.0263 (2.20) 
L
Loews Corp 0.06 (1.28) 
INGR
Ingredion 0.11 (1.51) 
BUD
Anheuser-Busch Inbev SA(0.24) (2.16) 
EQC
Equity Commonwealth(0.05) (1.44) 
DD
Du Pont DeNemours(0.06) (1.86) 
D
Dominion Resources 0.0179 (1.56) 
CVS
CVS Corp 0.0321 (1.90) 
CTVA
Corteva(0.0024) (2.51) 
CERN
Cerner Corp(0.16) (1.76) 
BK
Bank Of New 0.17 (1.86) 

Technical Drivers

As of the 23rd of October, Castle Focus shows the Downside Deviation of 0.5954, risk adjusted performance of 0.0333, and Mean Deviation of 0.4443. In respect to fundamental indicators, the technical analysis model gives you tools to check existing technical drivers of Castle Focus, as well as the relationship between them. Put another way, you can use this information to find out if the entity will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We were able to interpolate and analyze data for nineteen technical drivers for Castle Focus, which can be compared to its rivals. Please confirm Castle Focus information ratio and downside variance to decide if Castle Focus is priced correctly, providing market reflects its regular price of 23.13 per share.

Castle Focus Price Movement Analysis

The output start index for this execution was nineteen with a total number of output elements of fourty-two. The Simple Moving Average indicator is calculated by adding the closing price of Castle Focus for a given number of time periods and then dividing this total by the number of time periods. It is used to smooth out Castle Focus short-term fluctuations and highlight longer-term trends or cycles. View also all equity analysis or get more info about simple moving average overlap studies indicator.

Castle Focus Predictive Daily Indicators

Castle Focus intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Castle Focus mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Castle Focus Forecast Models

Castle Focus time-series forecasting models is one of many Castle Focus' mutual fund analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Castle Focus' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

About Castle Mutual Fund Analysis

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Castle Focus stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Castle shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual stock such as Castle Focus. By using and applying Castle Mutual Fund analysis, traders can create a robust methodology for identifying Castle entry and exit points for their positions.
Under normal market conditions, the fund invests primarily in common stocks of domestic companies and American Depositary Receipts of foreign companies of any size without regard to market capitalization that the sub-adviser believes possess a strong competitive position in their peer group and have undervalued assets or growth potential that is not yet reflected in stock price. Castle Focus is traded on NASDAQ Exchange in the United States.

Be your own money manager

As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our stock analysis tools, you can find out how much better you can do when adding Castle Focus to your portfolios without increasing risk or reducing expected return.

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Technical Analysis

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Additionally, see Stocks Correlation. Note that the Castle Focus information on this page should be used as a complementary analysis to other Castle Focus' 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 Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.

Complementary Tools for Castle Mutual Fund analysis

When running Castle Focus price analysis, check to measure Castle Focus' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Castle Focus is operating at the current time. Most of Castle Focus' value examination focuses on studying past and present price action to predict the probability of Castle Focus' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Castle Focus' price. Additionally, you may evaluate how the addition of Castle Focus to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Castle Focus' value and its price as these two are different measures arrived at by different means. Investors typically determine Castle Focus value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Castle Focus' 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.