Aggressive Balanced Allocation Fund Buy Hold or Sell Recommendation

SABIX Fund  USD 11.55  0.08  0.70%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Aggressive Balanced Allocation is 'Strong Hold'. Macroaxis provides Aggressive Balanced buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SABIX positions. The advice algorithm takes into account all of Aggressive Balanced's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Aggressive Balanced's buy or sell advice are summarized below:
Real Value
11.43
Hype Value
11.55
Market Value
11.55
Naive Value
11.54
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Aggressive Balanced Allocation given historical horizon and risk tolerance towards Aggressive Balanced. When Macroaxis issues a 'buy' or 'sell' recommendation for Aggressive Balanced Allocation, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Aggressive Balanced 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.
In addition, we conduct extensive research on individual funds such as Aggressive and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Aggressive Balanced Allocation. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product.

Execute Aggressive Balanced Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Aggressive BalancedBuy Aggressive Balanced
Strong Hold

Market Performance

GoodDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Aggressive Balanced Allocation has a Risk Adjusted Performance of 0.116, Jensen Alpha of (0), Total Risk Alpha of (0.02), Sortino Ratio of (0.03) and Treynor Ratio of 0.1225
Our trade advice tool can cross-verify current analyst consensus on Aggressive Balanced and to analyze the fund potential to grow in the current economic cycle. Use Aggressive Balanced one year return and last dividend paid to ensure your buy or sell decision on Aggressive Balanced is adequate.

Aggressive Balanced Trading Alerts and Improvement Suggestions

The fund maintains about 14.29% of its assets in cash

Aggressive Balanced Returns Distribution Density

The distribution of Aggressive Balanced's historical returns is an attempt to chart the uncertainty of Aggressive Balanced's future price movements. The chart of the probability distribution of Aggressive Balanced daily returns describes the distribution of returns around its average expected value. We use Aggressive Balanced Allocation price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Aggressive Balanced returns is essential to provide solid investment advice for Aggressive Balanced.
Mean Return
0.11
Value At Risk
-1.01
Potential Upside
0.84
Standard Deviation
0.55
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Aggressive Balanced 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.

Aggressive Balanced 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 Aggressive Balanced or Saratoga 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 Aggressive Balanced'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 Aggressive 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
-0.0015
β
Beta against NYSE Composite0.85
σ
Overall volatility
0.56
Ir
Information ratio -0.04

Aggressive Balanced Volatility Alert

Aggressive Balanced Allocation exhibits very low volatility with skewness of -0.26 and kurtosis of 0.09. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Aggressive Balanced'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 Aggressive Balanced'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.

Aggressive Balanced Fundamentals Vs Peers

Comparing Aggressive Balanced'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 Aggressive Balanced's direct or indirect competition across all of the common fundamentals between Aggressive Balanced and the related equities. This way, we can detect undervalued stocks with similar characteristics as Aggressive Balanced or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Aggressive Balanced's fundamental indicators could also be used in its relative valuation, which is a method of valuing Aggressive Balanced by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Aggressive Balanced to competition
FundamentalsAggressive BalancedPeer Average
Annual Yield0.01 %0.29 %
Year To Date Return6.59 %0.39 %
One Year Return22.24 %4.15 %
Three Year Return5.75 %3.60 %
Five Year Return8.65 %3.24 %
Net Asset683.4 K4.11 B
Minimum Initial Investment2.5 K976.16 K
Last Dividend Paid0.120.65
Cash Position Weight14.29 %10.61 %
Equity Positions Weight69.41 %63.90 %
Bond Positions Weight15.29 %11.24 %

Aggressive Balanced Market Momentum

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

When is the right time to buy or sell Aggressive Balanced Allocation? Buying financial instruments such as Aggressive 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 Aggressive Balanced 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 Large Value Funds Thematic Idea Now

Large Value Funds
Large Value Funds Theme
Funds or Etfs that invest in the undervalued stocks of large-sized companies. The Large Value Funds theme has 39 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 Large Value Funds Theme or any other thematic opportunities.
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Check out Aggressive Balanced 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 Transaction History module to view history of all your transactions and understand their impact on performance.

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Please note, there is a significant difference between Aggressive Balanced's value and its price as these two are different measures arrived at by different means. Investors typically determine if Aggressive Balanced is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Aggressive Balanced's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.