Disciplined Growth Fund Buy Hold or Sell Recommendation
| ADRRX Fund | USD 23.73 0.12 0.50% |
Assuming the 90 days horizon and your typical level of risk aversion, our recommendation regarding Disciplined Growth Fund is 'Hold'. Macroaxis provides Disciplined Growth buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding ADRRX positions. The advice algorithm takes into account all of Disciplined Growth's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Disciplined Growth's buy or sell advice are summarized below:
Real Value 23.82 | Hype Value 23.73 | Market Value 23.73 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Disciplined Growth Fund given historical horizon and risk tolerance towards Disciplined Growth. When Macroaxis issues a 'buy' or 'sell' recommendation for Disciplined Growth Fund, the advice is generated through an automated system that utilizes algorithms and statistical models.
Disciplined |
Execute Disciplined Growth Buy or Sell Advice
The Disciplined recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Disciplined Growth Fund. Macroaxis does not own or have any residual interests in Disciplined Growth Fund or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Disciplined Growth's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | Insignificant | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Analyst Consensus | Not Available | Details |
Disciplined Growth Trading Alerts and Improvement Suggestions
| The fund holds 98.3% of its assets under management (AUM) in equities |
Disciplined Growth Returns Distribution Density
The distribution of Disciplined Growth's historical returns is an attempt to chart the uncertainty of Disciplined Growth's future price movements. The chart of the probability distribution of Disciplined Growth daily returns describes the distribution of returns around its average expected value. We use Disciplined Growth Fund price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Disciplined Growth returns is essential to provide solid investment advice for Disciplined Growth.
| Mean Return | 0.08 | Value At Risk | -1.46 | Potential Upside | 1.62 | Standard Deviation | 1.02 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Disciplined Growth 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.
Disciplined Growth 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 Disciplined Growth or American Century Investments 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 Disciplined Growth's price will be affected by overall mutual fund 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 Disciplined fund'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 NYSE Composite | 0.01 | |
β | Beta against NYSE Composite | 1.11 | |
σ | Overall volatility | 1.01 | |
Ir | Information ratio | 0.01 |
Disciplined Growth Volatility Alert
Disciplined Growth Fund has low volatility with Treynor Ratio of 0.06, Maximum Drawdown of 4.82 and kurtosis of 0.17. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Disciplined Growth's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Disciplined Growth'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 financial instruments as prices fall.Disciplined Growth Fundamentals Vs Peers
Comparing Disciplined Growth'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 Disciplined Growth's direct or indirect competition across all of the common fundamentals between Disciplined Growth and the related equities. This way, we can detect undervalued stocks with similar characteristics as Disciplined Growth or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Disciplined Growth's fundamental indicators could also be used in its relative valuation, which is a method of valuing Disciplined Growth by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Disciplined Growth to competition |
| Fundamentals | Disciplined Growth | Peer Average |
| Price To Earning | 19.89 X | 6.53 X |
| Price To Book | 4.79 X | 0.74 X |
| Price To Sales | 1.82 X | 0.61 X |
| Year To Date Return | 8.07 % | 0.39 % |
| One Year Return | 34.64 % | 4.15 % |
| Three Year Return | 6.57 % | 3.60 % |
| Five Year Return | 13.48 % | 3.24 % |
| Ten Year Return | 14.02 % | 1.79 % |
| Net Asset | 676.07 M | 4.11 B |
| Cash Position Weight | 1.69 % | 10.61 % |
| Equity Positions Weight | 98.30 % | 63.90 % |
Disciplined Growth Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Disciplined . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Daily Balance Of Power | (9,223,372,036,855) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 23.73 | |||
| Day Typical Price | 23.73 | |||
| Price Action Indicator | (0.06) | |||
| Period Momentum Indicator | (0.12) |
About Disciplined Growth Buy or Sell Advice
When is the right time to buy or sell Disciplined Growth Fund? Buying financial instruments such as Disciplined Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the 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. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Check out Disciplined Growth 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. You can also try the Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.