Financial Industries Fund Buy Hold or Sell Recommendation
| FIDCX Fund | USD 14.18 0.05 0.35% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Financial Industries Fund is 'Strong Buy'. Macroaxis provides Financial Industries buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding FIDCX positions. The advice algorithm takes into account all of Financial Industries' available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Financial Industries' buy or sell advice are summarized below:
Real Value 14.08 | Hype Value 14.18 | Market Value 14.18 | Naive Value 14.37 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Financial Industries Fund given historical horizon and risk tolerance towards Financial Industries. When Macroaxis issues a 'buy' or 'sell' recommendation for Financial Industries Fund, the advice is generated through an automated system that utilizes algorithms and statistical models.
Financial |
Execute Financial Industries Buy or Sell Advice
The Financial recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Financial Industries Fund. Macroaxis does not own or have any residual interests in Financial Industries Fund or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Financial Industries' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Analyst Consensus | Not Available | Details |
Financial Industries Trading Alerts and Improvement Suggestions
| The fund generated three year return of 0.0% | |
| Financial Industries retains 99.8% of its assets under management (AUM) in equities |
Financial Industries Returns Distribution Density
The distribution of Financial Industries' historical returns is an attempt to chart the uncertainty of Financial Industries' future price movements. The chart of the probability distribution of Financial Industries daily returns describes the distribution of returns around its average expected value. We use Financial Industries Fund price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Financial Industries returns is essential to provide solid investment advice for Financial Industries.
| Mean Return | 0.12 | Value At Risk | -1.01 | Potential Upside | 1.26 | Standard Deviation | 0.74 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Financial Industries 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.
Financial Industries 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 Financial Industries or John Hancock 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 Financial Industries' 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 Financial 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 | 0.04 | |
β | Beta against NYSE Composite | 1.04 | |
σ | Overall volatility | 0.72 | |
Ir | Information ratio | 0.05 |
Financial Industries Volatility Alert
Financial Industries Fund has low volatility with Treynor Ratio of 0.11, Maximum Drawdown of 3.38 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 Financial Industries' 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 Financial Industries' 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.Financial Industries Fundamentals Vs Peers
Comparing Financial Industries' 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 Financial Industries' direct or indirect competition across all of the common fundamentals between Financial Industries and the related equities. This way, we can detect undervalued stocks with similar characteristics as Financial Industries or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Financial Industries' fundamental indicators could also be used in its relative valuation, which is a method of valuing Financial Industries by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Financial Industries to competition |
| Fundamentals | Financial Industries | Peer Average |
| Price To Earning | 1.67 X | 6.53 X |
| Price To Book | 1.14 X | 0.74 X |
| Price To Sales | 2.48 X | 0.61 X |
| Annual Yield | 0.01 % | 0.29 % |
| Year To Date Return | 7.37 % | 0.39 % |
| One Year Return | 27.35 % | 4.15 % |
| Three Year Return | (0.11) % | 3.60 % |
| Five Year Return | 6.45 % | 3.24 % |
| Ten Year Return | 7.39 % | 1.79 % |
| Net Asset | 886.64 M | 4.11 B |
| Cash Position Weight | 0.20 % | 10.61 % |
| Equity Positions Weight | 99.80 % | 63.90 % |
Financial Industries Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Financial . 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 | 1.0 | |||
| Day Median Price | 14.18 | |||
| Day Typical Price | 14.18 | |||
| Price Action Indicator | 0.025 | |||
| Period Momentum Indicator | 0.05 |
About Financial Industries Buy or Sell Advice
When is the right time to buy or sell Financial Industries Fund? Buying financial instruments such as Financial 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 Financial Industries 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?
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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 Commodities Funds Theme or any other thematic opportunities.
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Check out Financial Industries 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 Financial Industries information on this page should be used as a complementary analysis to other Financial Industries' 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 Content Syndication module to quickly integrate customizable finance content to your own investment portal.