Transamerica Capital Growth Fund Buy Hold or Sell Recommendation
| IALAX Fund | USD 25.23 0.01 0.04% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Transamerica Capital Growth is 'Cautious Hold'. Macroaxis provides Transamerica Capital buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding IALAX positions. The advice algorithm takes into account all of Transamerica Capital's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Transamerica Capital's buy or sell advice are summarized below:
Real Value 25.35 | Hype Value 25.23 | Market Value 25.23 | Naive Value 24.6 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Transamerica Capital Growth given historical horizon and risk tolerance towards Transamerica Capital. When Macroaxis issues a 'buy' or 'sell' recommendation for Transamerica Capital Growth, the advice is generated through an automated system that utilizes algorithms and statistical models.
Transamerica |
Execute Transamerica Capital Buy or Sell Advice
The Transamerica recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Transamerica Capital Growth. Macroaxis does not own or have any residual interests in Transamerica Capital Growth or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Transamerica Capital's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Analyst Consensus | Not Available | Details |
Transamerica Capital Trading Alerts and Improvement Suggestions
| Transamerica Capital generated a negative expected return over the last 90 days | |
| The fund generated three year return of -15.0% | |
| Transamerica Capital retains 99.09% of its assets under management (AUM) in equities |
Transamerica Capital Returns Distribution Density
The distribution of Transamerica Capital's historical returns is an attempt to chart the uncertainty of Transamerica Capital's future price movements. The chart of the probability distribution of Transamerica Capital daily returns describes the distribution of returns around its average expected value. We use Transamerica Capital Growth price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Transamerica Capital returns is essential to provide solid investment advice for Transamerica Capital.
| Mean Return | -0.06 | Value At Risk | -2.92 | Potential Upside | 2.15 | Standard Deviation | 1.52 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Transamerica Capital 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.
Transamerica Capital 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 Transamerica Capital or Transamerica 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 Transamerica Capital'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 Transamerica 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 | -0.09 | |
β | Beta against NYSE Composite | 0.31 | |
σ | Overall volatility | 1.52 | |
Ir | Information ratio | -0.09 |
Transamerica Capital Volatility Alert
Transamerica Capital Growth exhibits very low volatility with skewness of -0.22 and kurtosis of 0.39. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Transamerica Capital'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 Transamerica Capital'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.Transamerica Capital Fundamentals Vs Peers
Comparing Transamerica Capital'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 Transamerica Capital's direct or indirect competition across all of the common fundamentals between Transamerica Capital and the related equities. This way, we can detect undervalued stocks with similar characteristics as Transamerica Capital or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Transamerica Capital's fundamental indicators could also be used in its relative valuation, which is a method of valuing Transamerica Capital by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Transamerica Capital to competition |
| Fundamentals | Transamerica Capital | Peer Average |
| Price To Earning | 0.95 X | 6.53 X |
| Price To Book | 6.40 X | 0.74 X |
| Price To Sales | 4.69 X | 0.61 X |
| Year To Date Return | 1.42 % | 0.39 % |
| One Year Return | 22.41 % | 4.15 % |
| Three Year Return | (15.30) % | 3.60 % |
| Five Year Return | 4.00 % | 3.24 % |
| Ten Year Return | 19.74 % | 1.79 % |
| Net Asset | 1.53 B | 4.11 B |
| Cash Position Weight | 0.91 % | 10.61 % |
| Equity Positions Weight | 99.09 % | 63.90 % |
Transamerica Capital Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Transamerica . 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 | 1.0 | |||
| Day Median Price | 25.23 | |||
| Day Typical Price | 25.23 | |||
| Price Action Indicator | (0.01) | |||
| Period Momentum Indicator | (0.01) | |||
| Relative Strength Index | 47.65 |
About Transamerica Capital Buy or Sell Advice
When is the right time to buy or sell Transamerica Capital Growth? Buying financial instruments such as Transamerica 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 Transamerica Capital 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 Transamerica Capital information on this page should be used as a complementary analysis to other Transamerica Capital'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 Top Crypto Exchanges module to search and analyze digital assets across top global cryptocurrency exchanges.