Edgar Lomax Value Fund Buy Hold or Sell Recommendation
| LOMAX Fund | USD 16.62 0.16 0.95% |
Slightly above 61% of Edgar Lomax's investor base is looking to short. The analysis of overall sentiment of trading Edgar Lomax Value mutual fund suggests that many investors are alarmed at this time. Edgar Lomax's investing sentiment can be driven by a variety of factors including economic data, Edgar Lomax's earnings reports, geopolitical events, and overall market trends.
Comfort Level 39
Alarmed
Panic | Confidence |
Today, several news technology companies offer sentiment data to assist traders in manufacturing news sentiment indicators for investment decisions. We partner with these technology firms in helping retail investors build forecasting models that use Edgar Lomax's input sentiment indicators derived from textual data and news published on major financial information outlets and social sites. These indicators can be used to analyze time-dependent numerical information representing public perception toward Edgar Lomax Value.
News SentimentNeutral | Hype SentimentBearish | Insider SentimentWaiting |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Edgar Lomax Value is 'Strong Buy'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Edgar Lomax Value given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Edgar Lomax Value, the advice is generated through an automated system that utilizes algorithms and statistical models.
Execute Edgar Lomax Buy or Sell Advice
The Edgar recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Edgar Lomax Value. Macroaxis does not own or have any residual interests in Edgar Lomax Value or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Edgar Lomax's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Analyst Consensus | Not Available | Details |
Edgar Lomax Trading Alerts and Improvement Suggestions
Edgar Lomax Returns Distribution Density
The distribution of Edgar Lomax's historical returns is an attempt to chart the uncertainty of Edgar Lomax's future price movements. The chart of the probability distribution of Edgar Lomax daily returns describes the distribution of returns around its average expected value. We use Edgar Lomax Value price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Edgar Lomax returns is essential to provide solid investment advice for Edgar Lomax.
| Mean Return | 0.18 | Value At Risk | -0.99 | Potential Upside | 1.26 | Standard Deviation | 0.77 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Edgar Lomax 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.
Edgar Lomax 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 Edgar Lomax or Edgar Lomax 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 Edgar Lomax'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 Edgar 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 Dow Jones | 0.13 | |
β | Beta against Dow Jones | 0.59 | |
σ | Overall volatility | 0.77 | |
Ir | Information ratio | 0.13 |
Edgar Lomax Volatility Alert
Edgar Lomax Value exhibits relatively low volatility with skewness of 1.07 and kurtosis of 3.7. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Edgar Lomax'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 Edgar Lomax'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.Edgar Lomax Fundamentals Vs Peers
Comparing Edgar Lomax'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 Edgar Lomax's direct or indirect competition across all of the common fundamentals between Edgar Lomax and the related equities. This way, we can detect undervalued stocks with similar characteristics as Edgar Lomax or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Edgar Lomax's fundamental indicators could also be used in its relative valuation, which is a method of valuing Edgar Lomax by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Edgar Lomax to competition |
| Fundamentals | Edgar Lomax | Peer Average |
| Price To Earning | 17.75 X | 6.53 X |
| Price To Book | 2.34 X | 0.74 X |
| Price To Sales | 1.34 X | 0.61 X |
| Annual Yield | 0.03 % | 0.29 % |
| Year To Date Return | 3.42 % | 0.39 % |
| One Year Return | 19.19 % | 4.15 % |
| Three Year Return | 11.55 % | 3.60 % |
| Five Year Return | 11.25 % | 3.24 % |
| Ten Year Return | 10.32 % | 1.79 % |
| Net Asset | 87.27 M | 4.11 B |
| Minimum Initial Investment | 2.5 K | 976.16 K |
| Last Dividend Paid | 0.44 | 0.65 |
| Cash Position Weight | 2.89 % | 10.61 % |
| Equity Positions Weight | 97.11 % | 63.90 % |
Edgar Lomax Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Edgar . 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.
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 16.62 | |||
| Day Typical Price | 16.62 | |||
| Price Action Indicator | (0.08) | |||
| Period Momentum Indicator | (0.16) | |||
| Relative Strength Index | 63.59 |
About Edgar Lomax Buy or Sell Advice
When is the right time to buy or sell Edgar Lomax Value? Buying financial instruments such as Edgar 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 Edgar Lomax 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 Corporate Bonds Funds Thematic Idea Now
Corporate Bonds Funds
Funds or Etfs investing in different types of corporate debt instruments. The Corporate Bonds Funds theme has 46 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 Corporate Bonds Funds Theme or any other thematic opportunities.
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Other Information on Investing in Edgar Mutual Fund
Edgar Lomax financial ratios help investors to determine whether Edgar Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Edgar with respect to the benefits of owning Edgar Lomax security.
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