Origin Emerging Markets Fund Buy Hold or Sell Recommendation

POEIX Fund  USD 10.06  0.02  0.20%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Origin Emerging Markets is 'Strong Hold'. Macroaxis provides Origin Emerging buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding POEIX positions. The advice algorithm takes into account all of Origin Emerging's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Origin Emerging's buy or sell advice are summarized below:
Real Value
9.97
Hype Value
10.06
Market Value
10.06
Naive Value
10.07
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Origin Emerging Markets given historical horizon and risk tolerance towards Origin Emerging. When Macroaxis issues a 'buy' or 'sell' recommendation for Origin Emerging Markets, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Origin Emerging 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 Origin and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Origin Emerging Markets. 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 gross domestic product.

Execute Origin Emerging Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Origin EmergingBuy Origin Emerging
Strong Hold

Market Performance

OKDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Origin Emerging Markets has a Risk Adjusted Performance of 0.079, Jensen Alpha of (0.01), Total Risk Alpha of (0.07), Sortino Ratio of (0.04) and Treynor Ratio of 0.1141
Our trade recommendations tool can cross-verify current analyst consensus on Origin Emerging Markets and to analyze the entity potential to grow in the current economic cycle. Please employ Origin Emerging one year return and equity positions weight to make buy, hold, or sell decision on Origin Emerging Markets.

Origin Emerging Trading Alerts and Improvement Suggestions

The fund generated three year return of -9.0%
Origin Emerging Markets maintains 97.93% of its assets in stocks

Origin Emerging Returns Distribution Density

The distribution of Origin Emerging's historical returns is an attempt to chart the uncertainty of Origin Emerging's future price movements. The chart of the probability distribution of Origin Emerging daily returns describes the distribution of returns around its average expected value. We use Origin Emerging Markets price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Origin Emerging returns is essential to provide solid investment advice for Origin Emerging.
Mean Return
0.10
Value At Risk
-1.12
Potential Upside
1.13
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 Origin Emerging 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.

Origin Emerging 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 Origin Emerging or Principal Funds 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 Origin Emerging'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 Origin 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
-0.0082
β
Beta against NYSE Composite0.81
σ
Overall volatility
0.76
Ir
Information ratio -0.04

Origin Emerging Volatility Alert

Origin Emerging Markets exhibits relatively low volatility with skewness of 0.12 and kurtosis of 0.11. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Origin Emerging'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 Origin Emerging'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.

Origin Emerging Fundamentals Vs Peers

Comparing Origin Emerging'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 Origin Emerging's direct or indirect competition across all of the common fundamentals between Origin Emerging and the related equities. This way, we can detect undervalued stocks with similar characteristics as Origin Emerging or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Origin Emerging's fundamental indicators could also be used in its relative valuation, which is a method of valuing Origin Emerging by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Origin Emerging to competition
FundamentalsOrigin EmergingPeer Average
Annual Yield0.02 %0.29 %
Year To Date Return5.21 %0.39 %
One Year Return12.76 %4.15 %
Three Year Return(8.79) %3.60 %
Five Year Return1.72 %3.24 %
Net Asset2.74 B4.11 B
Last Dividend Paid0.090.65
Cash Position Weight2.07 %10.61 %
Equity Positions Weight97.93 %63.90 %

Origin Emerging Market Momentum

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

When is the right time to buy or sell Origin Emerging Markets? Buying financial instruments such as Origin 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 Origin Emerging 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 Aluminum Thematic Idea Now

Aluminum
Aluminum Theme
Companies involved in production of aluminum. The Aluminum theme has 48 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 Aluminum Theme or any other thematic opportunities.
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Check out Origin Emerging 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 Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.

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Please note, there is a significant difference between Origin Emerging's value and its price as these two are different measures arrived at by different means. Investors typically determine if Origin Emerging is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Origin Emerging'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.