Small Cap Growth Fund Buy Hold or Sell Recommendation
ANOIX Fund | USD 19.98 0.10 0.50% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Small Cap Growth is 'Not Rated'. Macroaxis provides Small Cap buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding ANOIX positions. The advice algorithm takes into account all of Small Cap's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Small Cap's buy or sell advice are summarized below:
Real Value 0.0 | Hype Value 0.0 | Market Value 19.98 | Naive Value 20.4 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Small Cap Growth given historical horizon and risk tolerance towards Small Cap. When Macroaxis issues a 'buy' or 'sell' recommendation for Small Cap Growth, the advice is generated through an automated system that utilizes algorithms and statistical models.
Small |
Execute Small Cap Buy or Sell Advice
The Small recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Small Cap Growth. Macroaxis does not own or have any residual interests in Small Cap Growth or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Small Cap's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
Strong Hold
Market Performance | OK | Details | |
Volatility | Out of control | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Analyst Consensus | Not Available | Details |
Small Cap Trading Alerts and Improvement Suggestions
The fund generated three year return of -2.0% | |
Small Cap Growth holds 96.0% of its assets under management (AUM) in equities |
Small Cap Returns Distribution Density
The distribution of Small Cap's historical returns is an attempt to chart the uncertainty of Small Cap's future price movements. The chart of the probability distribution of Small Cap daily returns describes the distribution of returns around its average expected value. We use Small Cap Growth price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Small Cap returns is essential to provide solid investment advice for Small Cap.
Mean Return | 0.11 | Value At Risk | -1.6 | Potential Upside | 1.84 | Standard Deviation | 1.10 |
Return Density |
Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Small Cap 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.
Small Cap 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 Small Cap 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 Small Cap'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 Small 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 | -0.11 | |
β | Beta against NYSE Composite | 1.65 | |
σ | Overall volatility | 1.11 | |
Ir | Information ratio | -0.02 |
Small Cap Volatility Alert
Small Cap Growth has relatively low volatility with skewness of -0.25 and kurtosis of 0.05. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Small Cap'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 Small Cap'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.Small Cap Fundamentals Vs Peers
Comparing Small Cap'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 Small Cap's direct or indirect competition across all of the common fundamentals between Small Cap and the related equities. This way, we can detect undervalued stocks with similar characteristics as Small Cap or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Small Cap's fundamental indicators could also be used in its relative valuation, which is a method of valuing Small Cap by comparing valuation metrics with those of similar companies.
Better Than Average | Worse Than Average | Compare Small Cap to competition |
Fundamentals | Small Cap | Peer Average |
Price To Earning | 26.37 X | 6.53 X |
Price To Book | 3.41 X | 0.74 X |
Price To Sales | 1.69 X | 0.61 X |
Year To Date Return | 4.98 % | 0.39 % |
One Year Return | 19.51 % | 4.15 % |
Three Year Return | (2.45) % | 3.60 % |
Five Year Return | 11.39 % | 3.24 % |
Ten Year Return | 13.55 % | 1.79 % |
Net Asset | 2.56 B | 4.11 B |
Cash Position Weight | 4.00 % | 10.61 % |
Equity Positions Weight | 96.00 % | 63.90 % |
Small Cap Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Small . 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 | 9.2 T | |||
Rate Of Daily Change | 1.01 | |||
Day Median Price | 19.98 | |||
Day Typical Price | 19.98 | |||
Price Action Indicator | 0.05 | |||
Period Momentum Indicator | 0.1 |
About Small Cap Buy or Sell Advice
When is the right time to buy or sell Small Cap Growth? Buying financial instruments such as Small 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.
Use Investing Ideas to Build Portfolios
In addition to having Small Cap in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Precious Metals ETFs Thematic Idea Now
Precious Metals ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Precious Metals ETFs theme has 29 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Precious Metals ETFs Theme or any other thematic opportunities.
View All Next | Launch |
Check out Small Cap 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 Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.
Complementary Tools for Small Mutual Fund analysis
When running Small Cap's price analysis, check to measure Small Cap'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 Small Cap is operating at the current time. Most of Small Cap's value examination focuses on studying past and present price action to predict the probability of Small Cap's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Small Cap's price. Additionally, you may evaluate how the addition of Small Cap to your portfolios can decrease your overall portfolio volatility.
Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
Share Portfolio Track or share privately all of your investments from the convenience of any device | |
Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
CEOs Directory Screen CEOs from public companies around the world | |
AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
Equity Valuation Check real value of public entities based on technical and fundamental data |