Strategic Bond Fund Buy Hold or Sell Recommendation
| RFCTX Fund | USD 9.07 0.01 0.11% |
Assuming the 90 days horizon and your complete indifference towards market risk, our recommendation regarding Strategic Bond Fund is 'Strong Buy'. Macroaxis provides Strategic Bond buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding RFCTX positions. The advice algorithm takes into account all of Strategic Bond's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Strategic Bond's buy or sell advice are summarized below:
Real Value 9.06 | Hype Value 9.07 | Market Value 9.07 | Naive Value 8.98 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Strategic Bond Fund given historical horizon and risk tolerance towards Strategic Bond. When Macroaxis issues a 'buy' or 'sell' recommendation for Strategic Bond Fund, the advice is generated through an automated system that utilizes algorithms and statistical models.
Strategic |
Execute Strategic Bond Buy or Sell Advice
The Strategic recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Strategic Bond Fund. Macroaxis does not own or have any residual interests in Strategic Bond Fund or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Strategic Bond's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
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 |
Strategic Bond Trading Alerts and Improvement Suggestions
| Strategic Bond generated five year return of 0.0% | |
| This fund maintains about 14.71% of its assets in cash |
Strategic Bond Returns Distribution Density
The distribution of Strategic Bond's historical returns is an attempt to chart the uncertainty of Strategic Bond's future price movements. The chart of the probability distribution of Strategic Bond daily returns describes the distribution of returns around its average expected value. We use Strategic Bond Fund price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Strategic Bond returns is essential to provide solid investment advice for Strategic Bond.
| Mean Return | 0.01 | Value At Risk | -0.66 | Potential Upside | 0.55 | Standard Deviation | 0.38 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Strategic Bond 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.
Strategic Bond 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 Strategic Bond or Russell 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 Strategic Bond'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 Strategic 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 | -0.01 | |
β | Beta against NYSE Composite | 0.25 | |
σ | Overall volatility | 0.37 | |
Ir | Information ratio | -0.11 |
Strategic Bond Volatility Alert
Strategic Bond Fund exhibits very low volatility with skewness of -0.55 and kurtosis of 1.81. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Strategic Bond'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 Strategic Bond'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.Strategic Bond Fundamentals Vs Peers
Comparing Strategic Bond'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 Strategic Bond's direct or indirect competition across all of the common fundamentals between Strategic Bond and the related equities. This way, we can detect undervalued stocks with similar characteristics as Strategic Bond or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Strategic Bond's fundamental indicators could also be used in its relative valuation, which is a method of valuing Strategic Bond by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Strategic Bond to competition |
| Fundamentals | Strategic Bond | Peer Average |
| Price To Earning | 21.03 X | 6.53 X |
| Price To Book | 4.32 X | 0.74 X |
| Price To Sales | 0.24 X | 0.61 X |
| Annual Yield | 0.02 % | 0.29 % |
| Year To Date Return | 4.38 % | 0.39 % |
| One Year Return | 0.34 % | 4.15 % |
| Three Year Return | (3.80) % | 3.60 % |
| Five Year Return | (0.09) % | 3.24 % |
| Ten Year Return | 4.26 % | 1.79 % |
| Net Asset | 4.61 B | 4.11 B |
| Last Dividend Paid | 0.01 | 0.65 |
| Cash Position Weight | 14.71 % | 10.61 % |
| Equity Positions Weight | 0.01 % | 63.90 % |
| Bond Positions Weight | 11.35 % | 11.24 % |
Strategic Bond Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Strategic . 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 | 9.07 | |||
| Day Typical Price | 9.07 | |||
| Price Action Indicator | 0.005 | |||
| Period Momentum Indicator | 0.01 | |||
| Relative Strength Index | 54.84 |
About Strategic Bond Buy or Sell Advice
When is the right time to buy or sell Strategic Bond Fund? Buying financial instruments such as Strategic 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 Strategic Bond 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 Small Growth Funds Thematic Idea Now
Small Growth Funds
Funds or Etfs that invest in stocks of small to mid-sized companies with above-average risk and growth rate that usually reinvest their earnings back into business. The Small Growth Funds theme has 37 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 Small Growth Funds Theme or any other thematic opportunities.
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Check out Strategic Bond 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 Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.