Utilities Portfolio Utilities Fund Buy Hold or Sell Recommendation
| FSUTX Fund | USD 100.35 0.14 0.14% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Utilities Portfolio Utilities is 'Strong Hold'. Macroaxis provides Utilities Portfolio buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding FSUTX positions. The advice algorithm takes into account all of Utilities Portfolio's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Utilities Portfolio's buy or sell advice are summarized below:
Real Value 99.82 | Hype Value 99.75 | Market Value 100.35 | Naive Value 97.37 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Utilities Portfolio Utilities given historical horizon and risk tolerance towards Utilities Portfolio. When Macroaxis issues a 'buy' or 'sell' recommendation for Utilities Portfolio Utilities, the advice is generated through an automated system that utilizes algorithms and statistical models.
Utilities |
Execute Utilities Portfolio Buy or Sell Advice
The Utilities recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Utilities Portfolio Utilities. Macroaxis does not own or have any residual interests in Utilities Portfolio Utilities or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Utilities Portfolio's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Analyst Consensus | Not Available | Details |
Utilities Portfolio Trading Alerts and Improvement Suggestions
| The fund retains 99.34% of its assets under management (AUM) in equities |
Utilities Portfolio Returns Distribution Density
The distribution of Utilities Portfolio's historical returns is an attempt to chart the uncertainty of Utilities Portfolio's future price movements. The chart of the probability distribution of Utilities Portfolio daily returns describes the distribution of returns around its average expected value. We use Utilities Portfolio Utilities price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Utilities Portfolio returns is essential to provide solid investment advice for Utilities Portfolio.
| Mean Return | 0.08 | Value At Risk | -1.64 | Potential Upside | 2.03 | Standard Deviation | 1.16 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Utilities Portfolio 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.
Utilities Portfolio 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 Utilities Portfolio or Fidelity Investments 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 Utilities Portfolio'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 Utilities 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 | 0.02 | |
β | Beta against NYSE Composite | 0.89 | |
σ | Overall volatility | 1.16 | |
Ir | Information ratio | 0.01 |
Utilities Portfolio Volatility Alert
Utilities Portfolio Utilities has relatively low volatility with skewness of 0.24 and kurtosis of 0.82. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Utilities Portfolio'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 Utilities Portfolio'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.Utilities Portfolio Fundamentals Vs Peers
Comparing Utilities Portfolio'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 Utilities Portfolio's direct or indirect competition across all of the common fundamentals between Utilities Portfolio and the related equities. This way, we can detect undervalued stocks with similar characteristics as Utilities Portfolio or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Utilities Portfolio's fundamental indicators could also be used in its relative valuation, which is a method of valuing Utilities Portfolio by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Utilities Portfolio to competition |
| Fundamentals | Utilities Portfolio | Peer Average |
| Price To Earning | 19.47 X | 6.53 X |
| Price To Book | 1.78 X | 0.74 X |
| Price To Sales | 1.59 X | 0.61 X |
| Annual Yield | 0.02 % | 0.29 % |
| Year To Date Return | 3.84 % | 0.39 % |
| One Year Return | 3.48 % | 4.15 % |
| Three Year Return | 6.86 % | 3.60 % |
| Five Year Return | 7.13 % | 3.24 % |
| Ten Year Return | 11.45 % | 1.79 % |
| Net Asset | 1.4 B | 4.11 B |
| Cash Position Weight | 0.66 % | 10.61 % |
| Equity Positions Weight | 99.34 % | 63.90 % |
Utilities Portfolio Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Utilities . 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 | 100.35 | |||
| Day Typical Price | 100.35 | |||
| Price Action Indicator | 0.07 | |||
| Period Momentum Indicator | 0.14 | |||
| Relative Strength Index | 86.74 |
About Utilities Portfolio Buy or Sell Advice
When is the right time to buy or sell Utilities Portfolio Utilities? Buying financial instruments such as Utilities 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.
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Check out Utilities Portfolio 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 Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.