Equity Series Class Fund Buy Hold or Sell Recommendation
| EXEYX Fund | USD 14.38 0.06 0.42% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Equity Series Class is 'Strong Hold'. Macroaxis provides Equity Series buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding EXEYX positions. The advice algorithm takes into account all of Equity Series' available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Equity Series' buy or sell advice are summarized below:
Real Value 14.44 | Hype Value 14.38 | Market Value 14.38 | Naive Value 14.18 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Equity Series Class given historical horizon and risk tolerance towards Equity Series. When Macroaxis issues a 'buy' or 'sell' recommendation for Equity Series Class, the advice is generated through an automated system that utilizes algorithms and statistical models.
Equity |
Execute Equity Series Buy or Sell Advice
The Equity recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Equity Series Class. Macroaxis does not own or have any residual interests in Equity Series Class or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Equity Series' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Analyst Consensus | Not Available | Details |
Equity Series Trading Alerts and Improvement Suggestions
| The fund retains 98.25% of its assets under management (AUM) in equities |
Equity Series Returns Distribution Density
The distribution of Equity Series' historical returns is an attempt to chart the uncertainty of Equity Series' future price movements. The chart of the probability distribution of Equity Series daily returns describes the distribution of returns around its average expected value. We use Equity Series Class price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Equity Series returns is essential to provide solid investment advice for Equity Series.
| Mean Return | 0.04 | Value At Risk | -1.14 | Potential Upside | 0.97 | Standard Deviation | 0.72 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Equity Series 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.
Equity Series 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 Equity Series or Manning & Napier 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 Equity Series' 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 Equity 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 | -0.03 | |
β | Beta against NYSE Composite | 0.91 | |
σ | Overall volatility | 0.73 | |
Ir | Information ratio | -0.05 |
Equity Series Volatility Alert
Equity Series Class exhibits relatively low volatility with skewness of -0.36 and kurtosis of 1.72. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Equity Series' 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 Equity Series' 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.Equity Series Fundamentals Vs Peers
Comparing Equity Series' 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 Equity Series' direct or indirect competition across all of the common fundamentals between Equity Series and the related equities. This way, we can detect undervalued stocks with similar characteristics as Equity Series or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Equity Series' fundamental indicators could also be used in its relative valuation, which is a method of valuing Equity Series by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Equity Series to competition |
| Fundamentals | Equity Series | Peer Average |
| Price To Earning | 22.09 X | 6.53 X |
| Price To Book | 3.62 X | 0.74 X |
| Price To Sales | 2.35 X | 0.61 X |
| Annual Yield | 0 % | 0.29 % |
| Year To Date Return | 3.06 % | 0.39 % |
| One Year Return | 18.60 % | 4.15 % |
| Three Year Return | 5.03 % | 3.60 % |
| Five Year Return | 12.56 % | 3.24 % |
| Ten Year Return | 12.00 % | 1.79 % |
| Net Asset | 64.11 M | 4.11 B |
| Minimum Initial Investment | 2 K | 976.16 K |
| Cash Position Weight | 1.75 % | 10.61 % |
| Equity Positions Weight | 98.25 % | 63.90 % |
Equity Series Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Equity . 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 | (9,223,372,036,855) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 14.38 | |||
| Day Typical Price | 14.38 | |||
| Price Action Indicator | (0.03) | |||
| Period Momentum Indicator | (0.06) |
About Equity Series Buy or Sell Advice
When is the right time to buy or sell Equity Series Class? Buying financial instruments such as Equity 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 Equity Series 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?
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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 Size And Style ETFs Theme or any other thematic opportunities.
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Check out Equity Series 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 Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.