Conservative Income Fund Buy Hold or Sell Recommendation
| COIYX Fund | USD 10.01 0.00 0.00% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Conservative Income is 'Cautious Hold'. Macroaxis provides Conservative Income buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding COIYX positions. The advice algorithm takes into account all of Conservative Income's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Conservative Income's buy or sell advice are summarized below:
Real Value 9.99 | Hype Value 10.01 | Market Value 10.01 | Naive Value 10.01 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Conservative Income given historical horizon and risk tolerance towards Conservative Income. When Macroaxis issues a 'buy' or 'sell' recommendation for Conservative Income, the advice is generated through an automated system that utilizes algorithms and statistical models.
Conservative |
Execute Conservative Income Buy or Sell Advice
The Conservative recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Conservative Income. Macroaxis does not own or have any residual interests in Conservative Income or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Conservative Income's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Analyst Consensus | Not Available | Details |
Conservative Income Trading Alerts and Improvement Suggestions
| The fund holds about 98.42% of its assets under management (AUM) in cash |
Conservative Income Returns Distribution Density
The distribution of Conservative Income's historical returns is an attempt to chart the uncertainty of Conservative Income's future price movements. The chart of the probability distribution of Conservative Income daily returns describes the distribution of returns around its average expected value. We use Conservative Income price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Conservative Income returns is essential to provide solid investment advice for Conservative Income.
| Mean Return | 0.02 | Value At Risk | 0.00 | Potential Upside | 0.00 | Standard Deviation | 0.09 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Conservative Income 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.
Conservative Income 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 Conservative Income or SEI 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 Conservative Income'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 Conservative 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 | 0.02 | |
σ | Overall volatility | 0.1 | |
Ir | Information ratio | -0.53 |
Conservative Income Volatility Alert
Conservative Income exhibits very low volatility with skewness of 4.56 and kurtosis of 19.73. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Conservative Income'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 Conservative Income'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.Conservative Income Fundamentals Vs Peers
Comparing Conservative Income'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 Conservative Income's direct or indirect competition across all of the common fundamentals between Conservative Income and the related equities. This way, we can detect undervalued stocks with similar characteristics as Conservative Income or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Conservative Income's fundamental indicators could also be used in its relative valuation, which is a method of valuing Conservative Income by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Conservative Income to competition |
| Fundamentals | Conservative Income | Peer Average |
| Year To Date Return | 1.51 % | 0.39 % |
| One Year Return | 5.51 % | 4.15 % |
| Three Year Return | 2.78 % | 3.60 % |
| Five Year Return | 2.13 % | 3.24 % |
| Net Asset | 238.09 M | 4.11 B |
| Cash Position Weight | 98.42 % | 10.61 % |
| Bond Positions Weight | 1.08 % | 11.24 % |
Conservative Income Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Conservative . 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 Conservative Income Buy or Sell Advice
When is the right time to buy or sell Conservative Income? Buying financial instruments such as Conservative 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 Conservative Income 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 Aggressive Funds Thematic Idea Now
Aggressive Funds
Funds or Etfs that attempt to achieve high capital gains by investing in companies with high growth potential and above average risk. The Aggressive Funds theme has 47 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 Aggressive Funds Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Conservative Income 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 Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.