Growth Portfolio Class Fund Buy Hold or Sell Recommendation

MSEGX Fund  USD 37.22  0.05  0.13%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Growth Portfolio Class is 'Hold'. Macroaxis provides Growth Portfolio buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding MSEGX positions. The advice algorithm takes into account all of Growth Portfolio's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Growth Portfolio's buy or sell advice are summarized below:
Real Value
36.58
Hype Value
37.22
Market Value
37.22
Naive Value
38.36
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Growth Portfolio Class given historical horizon and risk tolerance towards Growth Portfolio. When Macroaxis issues a 'buy' or 'sell' recommendation for Growth Portfolio Class, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Growth Portfolio 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 Growth and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Growth Portfolio Class. 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 price.

Execute Growth Portfolio Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Growth PortfolioBuy Growth Portfolio
Hold

Market Performance

ModestDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Hyperactively responds to market trendsDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Growth Portfolio Class has a Risk Adjusted Performance of 0.046, Jensen Alpha of (0.14), Total Risk Alpha of (0.27), Sortino Ratio of (0.01) and Treynor Ratio of 0.0548
Growth Portfolio Class investment recommendation module can be used to check and cross-verify current trade recommendations provided by analysts evaluating the entity's potential to grow using all of fundamental, technical, data market data available at the time. Use Growth Portfolio one year return and equity positions weight to ensure your buy or sell decision on Growth Portfolio Class is adequate.

Growth Portfolio Trading Alerts and Improvement Suggestions

Latest headline from news.google.com: This Week in ETFs Nuveen, Monarch Each Add 4 New ETFs - ETFdb.com
The fund generated three year return of -13.0%
Growth Portfolio Class maintains 95.14% of its assets in stocks

Growth Portfolio Returns Distribution Density

The distribution of Growth Portfolio's historical returns is an attempt to chart the uncertainty of Growth Portfolio's future price movements. The chart of the probability distribution of Growth Portfolio daily returns describes the distribution of returns around its average expected value. We use Growth Portfolio Class price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Growth Portfolio returns is essential to provide solid investment advice for Growth Portfolio.
Mean Return
0.12
Value At Risk
-3.03
Potential Upside
3.10
Standard Deviation
1.71
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Growth Portfolio 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.

Growth Portfolio 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 Growth Portfolio or Morgan Stanley 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 Growth Portfolio'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 Growth 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
-0.14
β
Beta against NYSE Composite2.02
σ
Overall volatility
1.75
Ir
Information ratio -0.008

Growth Portfolio Volatility Alert

Growth Portfolio Class has relatively low volatility with skewness of 0.0 and kurtosis of 0.01. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Growth Portfolio'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 Growth Portfolio'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.

Growth Portfolio Fundamentals Vs Peers

Comparing Growth Portfolio'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 Growth Portfolio's direct or indirect competition across all of the common fundamentals between Growth Portfolio and the related equities. This way, we can detect undervalued stocks with similar characteristics as Growth Portfolio or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Growth Portfolio's fundamental indicators could also be used in its relative valuation, which is a method of valuing Growth Portfolio by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Growth Portfolio to competition
FundamentalsGrowth PortfolioPeer Average
Price To Earning34.15 X6.53 X
Price To Book7.90 X0.74 X
Price To Sales5.37 X0.61 X
Year To Date Return8.02 %0.39 %
One Year Return44.63 %4.15 %
Three Year Return(12.64) %3.60 %
Five Year Return7.20 %3.24 %
Ten Year Return19.87 %1.79 %
Net Asset5.53 B4.11 B
Cash Position Weight2.57 %10.61 %
Equity Positions Weight95.14 %63.90 %

Growth Portfolio Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Growth . 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 Growth Portfolio Buy or Sell Advice

When is the right time to buy or sell Growth Portfolio Class? Buying financial instruments such as Growth 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 Growth Portfolio 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 Shipping Containers Thematic Idea Now

Shipping Containers
Shipping Containers Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Shipping Containers theme has 15 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 Shipping Containers Theme or any other thematic opportunities.
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Check out Growth Portfolio 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 Growth Portfolio Class information on this page should be used as a complementary analysis to other Growth Portfolio'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 Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.

Complementary Tools for Growth Mutual Fund analysis

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