Wilmington Intermediate Term Bond Fund Buy Hold or Sell Recommendation
| ARIFX Fund | USD 11.51 0.06 0.52% |
Assuming the 90 days horizon and your highly speculative risk level, our recommendation regarding Wilmington Intermediate Term Bond is 'Strong Buy'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Wilmington Intermediate Term Bond given historical horizon and risk tolerance towards Wilmington Intermediate-ter. When Macroaxis issues a 'buy' or 'sell' recommendation for Wilmington Intermediate Term Bond, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Wilmington Intermediate-ter 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, we conduct extensive research on individual funds such as Wilmington and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Wilmington Intermediate Term Bond. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in census.
Wilmington |
Execute Wilmington Intermediate-ter Buy or Sell Advice
The Wilmington recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Wilmington Intermediate Term Bond. Macroaxis does not own or have any residual interests in Wilmington Intermediate Term Bond or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Wilmington Intermediate-ter's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Analyst Consensus | Not Available | Details |
Wilmington Intermediate-ter Trading Alerts and Improvement Suggestions
| Wilmington Intermediate-ter generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Aristotle International Equity ADR Q3 2024 Commentary - Seeking Alpha | |
| The fund holds about 6.41% of its assets under management (AUM) in cash |
Wilmington Intermediate-ter Returns Distribution Density
The distribution of Wilmington Intermediate-ter's historical returns is an attempt to chart the uncertainty of Wilmington Intermediate-ter's future price movements. The chart of the probability distribution of Wilmington Intermediate-ter daily returns describes the distribution of returns around its average expected value. We use Wilmington Intermediate Term Bond price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Wilmington Intermediate-ter returns is essential to provide solid investment advice for Wilmington Intermediate-ter.
| Mean Return | -0.0088 | Value At Risk | -1.11 | Potential Upside | 1.63 | Standard Deviation | 0.78 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Wilmington Intermediate-ter 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.
Wilmington Intermediate-ter 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 Wilmington Intermediate-ter or Aristotle Funds 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 Wilmington Intermediate-ter'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 Wilmington 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 | -0.07 | |
β | Beta against Dow Jones | 0.40 | |
σ | Overall volatility | 0.76 | |
Ir | Information ratio | -0.18 |
Wilmington Intermediate-ter Volatility Alert
Wilmington Intermediate Term Bond exhibits very low volatility with skewness of 0.37 and kurtosis of 0.78. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Wilmington Intermediate-ter'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 Wilmington Intermediate-ter'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.Wilmington Intermediate-ter Fundamentals Vs Peers
Comparing Wilmington Intermediate-ter'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 Wilmington Intermediate-ter's direct or indirect competition across all of the common fundamentals between Wilmington Intermediate-ter and the related equities. This way, we can detect undervalued stocks with similar characteristics as Wilmington Intermediate-ter or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Wilmington Intermediate-ter's fundamental indicators could also be used in its relative valuation, which is a method of valuing Wilmington Intermediate-ter by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Wilmington Intermediate-ter to competition |
| Fundamentals | Wilmington Intermediate-ter | Peer Average |
| Annual Yield | 0 % | 0.29 % |
| One Year Return | 6.33 % | 4.15 % |
| Three Year Return | 7.82 % | 3.60 % |
| Five Year Return | 6.77 % | 3.24 % |
| Ten Year Return | 5.48 % | 1.79 % |
| Net Asset | 555.13 M | 4.11 B |
| Minimum Initial Investment | 1000 K | 976.16 K |
| Last Dividend Paid | 0.02 | 0.65 |
| Cash Position Weight | 6.41 % | 10.61 % |
| Bond Positions Weight | 93.59 % | 11.24 % |
Wilmington Intermediate-ter Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Wilmington . 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 | 1.01 | |||
| Day Median Price | 11.51 | |||
| Day Typical Price | 11.51 | |||
| Price Action Indicator | 0.03 | |||
| Period Momentum Indicator | 0.06 | |||
| Relative Strength Index | 11.57 |
About Wilmington Intermediate-ter Buy or Sell Advice
When is the right time to buy or sell Wilmington Intermediate Term Bond? Buying financial instruments such as Wilmington 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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Other Information on Investing in Wilmington Mutual Fund
Wilmington Intermediate-ter financial ratios help investors to determine whether Wilmington 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 Wilmington with respect to the benefits of owning Wilmington Intermediate-ter security.
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