Allianzgi Vertible Fund Buy Hold or Sell Recommendation

ANZCX Fund  USD 33.99  0.19  0.56%   
Assuming the 90 days horizon and your way above-average risk tolerance, our recommendation regarding Allianzgi Vertible Fund is 'Sell'. Macroaxis provides Allianzgi Vertible buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding ANZCX positions. The advice algorithm takes into account all of Allianzgi Vertible's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Allianzgi Vertible's buy or sell advice are summarized below:
Real Value
31.92
Hype Value
33.99
Market Value
33.99
Naive Value
34.02
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Allianzgi Vertible Fund given historical horizon and risk tolerance towards Allianzgi Vertible. When Macroaxis issues a 'buy' or 'sell' recommendation for Allianzgi Vertible Fund, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Allianzgi Vertible 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.
In addition, we conduct extensive research on individual funds such as Allianzgi and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Allianzgi Vertible Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators.

Execute Allianzgi Vertible Buy or Sell Advice

The Allianzgi recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Allianzgi Vertible Fund. Macroaxis does not own or have any residual interests in Allianzgi Vertible Fund or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Allianzgi Vertible's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Allianzgi VertibleBuy Allianzgi Vertible
Sell

Market Performance

OKDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

OvervaluedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Moves indifferently to market movesDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Allianzgi Vertible Fund has a Mean Deviation of 0.4344, Semi Deviation of 0.5108, Standard Deviation of 0.5557, Variance of 0.3088, Downside Variance of 0.4157 and Semi Variance of 0.2609
Our advice module can be used to complement Allianzgi Vertible investment recommendation provided by average analyst sentiment. It analyzes the fund's potential to grow using fundamental, technical, data market data available at the time. Please makes use of Allianzgi Vertible three year return and equity positions weight to make buy, hold, or sell decision on Allianzgi Vertible Fund.

Allianzgi Vertible Trading Alerts and Improvement Suggestions

The fund generated three year return of -2.0%
Allianzgi Vertible Fund holds most of the assets under management (AUM) in different types of exotic instruments.

Allianzgi Vertible Returns Distribution Density

The distribution of Allianzgi Vertible's historical returns is an attempt to chart the uncertainty of Allianzgi Vertible's future price movements. The chart of the probability distribution of Allianzgi Vertible daily returns describes the distribution of returns around its average expected value. We use Allianzgi Vertible Fund price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Allianzgi Vertible returns is essential to provide solid investment advice for Allianzgi Vertible.
Mean Return
0.06
Value At Risk
-1.1
Potential Upside
0.83
Standard Deviation
0.56
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Allianzgi Vertible 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.

Allianzgi Vertible 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 Allianzgi Vertible or Allianz Global Investors 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 Allianzgi Vertible'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 Allianzgi 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
0.06
β
Beta against NYSE Composite-0.09
σ
Overall volatility
0.56
Ir
Information ratio -0.14

Allianzgi Vertible Volatility Alert

Allianzgi Vertible Fund exhibits relatively low volatility with skewness of -0.51 and kurtosis of -0.06. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Allianzgi Vertible'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 Allianzgi Vertible'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.

Allianzgi Vertible Fundamentals Vs Peers

Comparing Allianzgi Vertible'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 Allianzgi Vertible's direct or indirect competition across all of the common fundamentals between Allianzgi Vertible and the related equities. This way, we can detect undervalued stocks with similar characteristics as Allianzgi Vertible or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Allianzgi Vertible's fundamental indicators could also be used in its relative valuation, which is a method of valuing Allianzgi Vertible by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Allianzgi Vertible to competition
FundamentalsAllianzgi VertiblePeer Average
Year To Date Return2.43 %0.39 %
One Year Return10.24 %4.15 %
Three Year Return(2.43) %3.60 %
Five Year Return9.93 %3.24 %
Ten Year Return10.23 %1.79 %
Net Asset2.7 B4.11 B
Minimum Initial Investment2.5 K976.16 K
Cash Position Weight1.59 %10.61 %
Equity Positions Weight4.47 %63.90 %

Allianzgi Vertible Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Allianzgi . 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.

About Allianzgi Vertible Buy or Sell Advice

When is the right time to buy or sell Allianzgi Vertible Fund? Buying financial instruments such as Allianzgi 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 Allianzgi Vertible 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 Gold ETFs Thematic Idea Now

Gold ETFs
Gold ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Gold ETFs theme has 20 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 Gold ETFs Theme or any other thematic opportunities.
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Check out Allianzgi Vertible 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.
Note that the Allianzgi Vertible Fund information on this page should be used as a complementary analysis to other Allianzgi Vertible'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 the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.

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