Capital Growth Fund Buy Hold or Sell Recommendation
| USCGX Fund | USD 12.82 0.02 0.16% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Capital Growth Fund is 'Cautious Hold'. Macroaxis provides Capital Growth buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding USCGX positions. The advice algorithm takes into account all of Capital Growth's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Capital Growth's buy or sell advice are summarized below:
Real Value 12.84 | Hype Value 12.84 | Market Value 12.82 | Naive Value 12.65 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Capital Growth Fund given historical horizon and risk tolerance towards Capital Growth. When Macroaxis issues a 'buy' or 'sell' recommendation for Capital Growth Fund, the advice is generated through an automated system that utilizes algorithms and statistical models.
Capital |
Execute Capital Growth Buy or Sell Advice
The Capital recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Capital Growth Fund. Macroaxis does not own or have any residual interests in Capital Growth Fund or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Capital Growth's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Analyst Consensus | Not Available | Details |
Capital Growth Trading Alerts and Improvement Suggestions
| The fund keeps 99.34% of its net assets in stocks |
Capital Growth Returns Distribution Density
The distribution of Capital Growth's historical returns is an attempt to chart the uncertainty of Capital Growth's future price movements. The chart of the probability distribution of Capital Growth daily returns describes the distribution of returns around its average expected value. We use Capital Growth Fund price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Capital Growth returns is essential to provide solid investment advice for Capital Growth.
| Mean Return | 0.08 | Value At Risk | -1.12 | Potential Upside | 1.15 | Standard Deviation | 0.69 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Capital Growth 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.
Capital Growth 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 Capital Growth or Victory Capital 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 Capital Growth'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 Capital 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 | 0.07 | |
β | Beta against NYSE Composite | 0.02 | |
σ | Overall volatility | 0.68 | |
Ir | Information ratio | 0.02 |
Capital Growth Volatility Alert
Capital Growth Fund exhibits relatively low volatility with skewness of -0.05 and kurtosis of -0.13. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Capital Growth'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 Capital Growth'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.Capital Growth Fundamentals Vs Peers
Comparing Capital Growth'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 Capital Growth's direct or indirect competition across all of the common fundamentals between Capital Growth and the related equities. This way, we can detect undervalued stocks with similar characteristics as Capital Growth or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Capital Growth's fundamental indicators could also be used in its relative valuation, which is a method of valuing Capital Growth by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Capital Growth to competition |
| Fundamentals | Capital Growth | Peer Average |
| Price To Earning | 13.54 X | 6.53 X |
| Price To Book | 1.88 X | 0.74 X |
| Price To Sales | 1.05 X | 0.61 X |
| Annual Yield | 0.01 % | 0.29 % |
| Year To Date Return | 7.67 % | 0.39 % |
| One Year Return | 21.03 % | 4.15 % |
| Three Year Return | 7.46 % | 3.60 % |
| Five Year Return | 9.27 % | 3.24 % |
| Ten Year Return | 8.90 % | 1.79 % |
| Net Asset | 822.77 M | 4.11 B |
| Cash Position Weight | 0.61 % | 10.61 % |
| Equity Positions Weight | 99.34 % | 63.90 % |
Capital Growth Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Capital . 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 | 12.82 | |||
| Day Typical Price | 12.82 | |||
| Price Action Indicator | (0.01) | |||
| Period Momentum Indicator | (0.02) | |||
| Relative Strength Index | 74.72 |
About Capital Growth Buy or Sell Advice
When is the right time to buy or sell Capital Growth Fund? Buying financial instruments such as Capital 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 Capital Growth 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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Consumer Funds
Funds or Etfs that invest in consumer products such as packaged goods, clothing, food, beverages and retail services. The Consumer Funds theme has 37 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 Consumer Funds Theme or any other thematic opportunities.
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Check out Capital Growth 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 that the Capital Growth information on this page should be used as a complementary analysis to other Capital Growth's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.