OShaughnessy Mutual Fund Analysis

OFVIX -  USA Fund  

USD 18.31  0.00  0.00%

The current indifference towards the small price fluctuations of OShaughnessy Market may encourage investors to take a closer look at the fund as it is trading at a share price of 18.31 on very low momentum in trading volume. The fund money managers did not add any value to OShaughnessy Market investors in September. However, most investors can still diversify their portfolios with OShaughnessy Market to hedge their inherited risk against high-volatility market scenarios. The fund standard deviation of daily returns for 90 days investing horizon is currently 0.75. The very small Fund volatility is a good signal to investors with longer-term investment horizons.
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OShaughnessy Mutual Fund Analysis 

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

OShaughnessy Mutual Fund Analysis Notes

The fund maintains 98.1% of assets in stocks. OShaughnessy Market last dividend was 0.31 per share. To find out more about OShaughnessy Market Leaders contact the company at 877-291-7827.

OShaughnessy Market 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. OShaughnessy Market's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding OShaughnessy Market Leaders or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
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The fund maintains 98.1% of its assets in stocks

Management Efficiency

OShaughnessy Market 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
LYB
LyondellBasell Industries NV(0.0473) (2.92) 
CMI
Cummins(0.0044) (1.98) 
TEL
Te Connectivity 0.0324 (1.96) 
EBAY
EBay Inc 0.05 (2.66) 
CAG
Conagra Brands 0.08 (1.63) 
HIG
Hartford Financial Services 0.21 (1.54) 
CAH
Cardinal Health(0.18) (2.59) 
FITB
Fifth Third Bancorp 0.16 (2.08) 
DAL
Delta Air Lines(0.0332) (3.57) 
AMGN
Amgen Inc(0.20) (2.27) 
ORCL
Oracle Corp 0.10 (1.42) 
CSCO
Cisco Systems 0.0084 (1.37) 
WFC
Wells Fargo 0.08 (2.81) 
JCI
Johnson Controls Intl 0.0055 (2.23) 
MCK
Mckesson Corp(0.0195) (2.38) 
BBY
Best Buy Company 0.0282 (3.12) 
WBA
Walgreens Boots Alliance 0.0024 (2.46) 
QCOM
Qualcomm(0.09) (2.05) 
YUM
Yum Brands(0.0098) (1.60) 
MO
Altria Group(0.0175) (1.27) 

Technical Drivers

As of the 28th of October, OShaughnessy Market holds the Semi Deviation of 0.6436, coefficient of variation of 943.98, and Risk Adjusted Performance of 0.0754. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of OShaughnessy Market, as well as the relationship between them. Put it differently, you can use this information to find out if the fund will indeed mirror its model of past market data, or the prices will eventually revert. We were able to collect and analyze data for nineteen technical drivers for OShaughnessy Market, which can be compared to its competitors. Please check OShaughnessy Market downside deviation, treynor ratio, as well as the relationship between the Treynor Ratio and expected short fall to decide if OShaughnessy Market is priced some-what accurately, providing market reflects its current price of 18.31 per share.

OShaughnessy Market Price Movement Analysis

The output start index for this execution was twenty-three with a total number of output elements of thirty-eight. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. OShaughnessy Market middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for OShaughnessy Market. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target. View also all equity analysis or get more info about bollinger bands overlap studies indicator.

OShaughnessy Market Technical and Predictive Indicators

OShaughnessy Market Forecast Models

OShaughnessy Market time-series forecasting models is one of many OShaughnessy Market's 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 OShaughnessy Market's 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 OShaughnessy Mutual Fund Analysis

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how OShaughnessy Market 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 OShaughnessy 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 OShaughnessy Market. By using and applying OShaughnessy Mutual Fund analysis, traders can create a robust methodology for identifying OShaughnessy entry and exit points for their positions.
The investment seeks long-term capital appreciation and current income. OShaughnessy Market 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 OShaughnessy Market to your portfolios without increasing risk or reducing expected return.

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Please check Your Equity Center. Note that the OShaughnessy Market information on this page should be used as a complementary analysis to other OShaughnessy Market'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 Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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