Walden Equity Fund Buy Hold or Sell Recommendation

WSEFX Fund  USD 36.78  1.99  5.13%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Walden Equity Fund is 'Strong Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Walden Equity Fund given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Walden Equity Fund, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Walden Equity 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, we conduct extensive research on individual funds such as Walden and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Walden Equity Fund. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in census.

Execute Walden Equity Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Walden EquityBuy Walden Equity
Strong Hold

Market Performance

Very WeakDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Walden Equity Fund has a Risk Adjusted Performance of 0.0093, Jensen Alpha of (0.08), Total Risk Alpha of (0.12), Sortino Ratio of (0.09) and Treynor Ratio of (0)
Walden Equity Fund trade recommendation module can be used to check and cross-verify current trade advice provided by analysts examining the fund's potential to grow using all of fundamental, technical, data market data available at the time. Use Walden Equity one year return and last dividend paid to ensure your buy or sell decision on Walden Equity is adequate.

Walden Equity Trading Alerts and Improvement Suggestions

Walden Equity generated a negative expected return over the last 90 days
The fund keeps 98.98% of its net assets in stocks

Walden Equity Returns Distribution Density

The distribution of Walden Equity's historical returns is an attempt to chart the uncertainty of Walden Equity's future price movements. The chart of the probability distribution of Walden Equity daily returns describes the distribution of returns around its average expected value. We use Walden Equity Fund price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Walden Equity returns is essential to provide solid investment advice for Walden Equity.
Mean Return
0.01
Value At Risk
-1.07
Potential Upside
0.81
Standard Deviation
0.87
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Walden Equity 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.

Walden Equity 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 Walden Equity or Boston Trust Walden 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 Walden Equity'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 Walden 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 Dow Jones
-0.08
β
Beta against Dow Jones0.78
σ
Overall volatility
0.88
Ir
Information ratio -0.12

Walden Equity Volatility Alert

Walden Equity Fund has relatively low volatility with skewness of -2.96 and kurtosis of 19.4. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Walden Equity'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 Walden Equity'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.

Walden Equity Fundamentals Vs Peers

Comparing Walden Equity'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 Walden Equity's direct or indirect competition across all of the common fundamentals between Walden Equity and the related equities. This way, we can detect undervalued stocks with similar characteristics as Walden Equity or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Walden Equity's fundamental indicators could also be used in its relative valuation, which is a method of valuing Walden Equity by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Walden Equity to competition
FundamentalsWalden EquityPeer Average
Price To Earning19.80 X6.53 X
Price To Book3.53 X0.74 X
Price To Sales2.22 X0.61 X
Annual Yield0.01 %0.29 %
Year To Date Return13.23 %0.39 %
One Year Return17.52 %4.15 %
Three Year Return5.58 %3.60 %
Five Year Return11.12 %3.24 %
Ten Year Return11.50 %1.79 %
Net Asset261.94 M4.11 B
Minimum Initial Investment100 K976.16 K
Last Dividend Paid0.210.65
Cash Position Weight1.02 %10.61 %
Equity Positions Weight98.98 %63.90 %

Walden Equity Market Momentum

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

When is the right time to buy or sell Walden Equity Fund? Buying financial instruments such as Walden 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 Walden Equity 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.

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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 Large Blend Funds Theme or any other thematic opportunities.
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Other Information on Investing in Walden Mutual Fund

Walden Equity financial ratios help investors to determine whether Walden Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Walden with respect to the benefits of owning Walden Equity security.
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