Federated Capital Income Fund Market Outlook
| CAPAX Fund | USD 9.45 0.01 0.11% |
Slightly above 62% of Federated Capital's investor base is looking to short. The analysis of overall sentiment of trading Federated Capital Income mutual fund suggests that many investors are alarmed at this time. Federated Capital's investing sentiment can be driven by a variety of factors including economic data, Federated Capital's earnings reports, geopolitical events, and overall market trends.
Comfort Level 38
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 Federated Capital'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 Federated Capital Income.
News SentimentNeutral | Hype SentimentBearish | Insider SentimentWaiting |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Federated Capital Income is 'Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Federated Capital Income given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Federated Capital Income, the advice is generated through an automated system that utilizes algorithms and statistical models.
Execute Federated Capital Advice
The Federated recommendation should be used to complement the investment advice compiled from the current analysts' consensus on Federated Capital Income. Macroaxis does not own or have any residual interests in Federated Capital Income or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Federated Capital's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Analyst Consensus | Not Available | Details |
For the selected time horizon Federated Capital Income has a Risk Adjusted Performance of 0.0838, Jensen Alpha of 0.0111, Total Risk Alpha of 0.0086, Sortino Ratio of (0.06) and Treynor Ratio of 0.0823We provide trade advice to complement the prevailing expert consensus on Federated Capital Income. Our dynamic recommendation engine uses a multidimensional algorithm to analyze the fund's potential to grow using all technical and fundamental data available at the time. Use Federated Capital Income price to book, year to date return, as well as the relationship between the Year To Date Return and net asset to ensure your buy or sell decision on Federated Capital Income is adequate.
Federated Capital Trading Alerts and Improvement Suggestions
| The fund holds about 9.92% of its assets under management (AUM) in cash |
Federated Capital Returns Distribution Density
The distribution of Federated Capital's historical returns is an attempt to chart the uncertainty of Federated Capital's future price movements. The chart of the probability distribution of Federated Capital daily returns describes the distribution of returns around its average expected value. We use Federated Capital Income price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Federated Capital returns is essential to provide solid investment analysis for Federated Capital.
| Mean Return | 0.04 | Value At Risk | -0.44 | Potential Upside | 0.55 | Standard Deviation | 0.33 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Federated Capital 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.
Federated Capital 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 Federated Capital or Federated 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 Federated Capital'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 Federated 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 | 0.01 | |
β | Beta against Dow Jones | 0.40 | |
σ | Overall volatility | 0.33 | |
Ir | Information ratio | -0.07 |
Federated Capital Volatility Alert
Federated Capital Income exhibits very low volatility with skewness of -0.42 and kurtosis of 0.55. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Federated Capital'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 Federated Capital'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.Federated Capital Fundamentals Vs Peers
Comparing Federated Capital'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 Federated Capital's direct or indirect competition across all of the common fundamentals between Federated Capital and the related equities. This way, we can detect undervalued stocks with similar characteristics as Federated Capital or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Federated Capital's fundamental indicators could also be used in its relative valuation, which is a method of valuing Federated Capital by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Federated Capital to competition |
| Fundamentals | Federated Capital | Peer Average |
| Price To Earning | 15.76 X | 6.53 X |
| Price To Book | 1.93 X | 0.74 X |
| Price To Sales | 1.27 X | 0.61 X |
| Annual Yield | 0.04 % | 0.29 % |
| Year To Date Return | 1.27 % | 0.39 % |
| One Year Return | 10.77 % | 4.15 % |
| Three Year Return | 9.99 % | 3.60 % |
| Five Year Return | 5.80 % | 3.24 % |
| Ten Year Return | 5.53 % | 1.79 % |
| Net Asset | 673.36 M | 4.11 B |
| Last Dividend Paid | 0.02 | 0.65 |
| Cash Position Weight | 9.92 % | 10.61 % |
| Equity Positions Weight | 34.81 % | 63.90 % |
| Bond Positions Weight | 10.48 % | 11.24 % |
Federated Capital Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Federated . 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 | 1.0 | |||
| Day Median Price | 9.45 | |||
| Day Typical Price | 9.45 | |||
| Price Action Indicator | (0.01) | |||
| Period Momentum Indicator | (0.01) |
About Federated Capital Buy or Sell Advice
When is the right time to buy or sell Federated Capital Income? Buying financial instruments such as Federated 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 Federated Capital 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 Municipals ETFs Thematic Idea Now
Municipals ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Municipals ETFs theme has 159 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 Municipals ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Federated Mutual Fund
Federated Capital financial ratios help investors to determine whether Federated 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 Federated with respect to the benefits of owning Federated Capital security.
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| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |