Congress Large Cap Fund Market Outlook
| CMLIX Fund | USD 47.71 0.66 1.36% |
Slightly above 61% of Congress Large's investor base is looking to short. The analysis of overall sentiment of trading Congress Large Cap mutual fund suggests that many investors are alarmed at this time. Congress Large's investing sentiment can be driven by a variety of factors including economic data, Congress Large'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 Congress Large'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 Congress Large Cap.
News SentimentNeutral | Hype SentimentBearish | Insider SentimentWaiting |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Congress Large Cap is 'Strong Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Congress Large Cap given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Congress Large Cap, the advice is generated through an automated system that utilizes algorithms and statistical models.
Execute Congress Large Advice
The Congress recommendation should be used to complement the investment advice compiled from the current analysts' consensus on Congress Large Cap. Macroaxis does not own or have any residual interests in Congress Large Cap or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Congress Large's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Weakest | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Analyst Consensus | Not Available | Details |
For the selected time horizon Congress Large Cap has a Risk Adjusted Performance of (0.07), Jensen Alpha of (0.12), Total Risk Alpha of (0.14) and Treynor Ratio of (0.11)Our investment recommendation tool can be used to complement Congress Large trade advice provided by experts. It analyzes the fund's potential to grow against your specific risk preferences and investment horizon. Use Congress Large Cap year to date return and last dividend paid to ensure your buy or sell decision on Congress Large Cap is adequate.
Congress Large Trading Alerts and Improvement Suggestions
| Congress Large Cap generated a negative expected return over the last 90 days | |
| The fund holds 97.71% of its assets under management (AUM) in equities |
Congress Large Returns Distribution Density
The distribution of Congress Large's historical returns is an attempt to chart the uncertainty of Congress Large's future price movements. The chart of the probability distribution of Congress Large daily returns describes the distribution of returns around its average expected value. We use Congress Large Cap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Congress Large returns is essential to provide solid investment analysis for Congress Large.
| Mean Return | -0.07 | Value At Risk | -1.56 | Potential Upside | 1.09 | Standard Deviation | 0.84 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Congress Large 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.
Congress Large 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 Congress Large or Congress 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 Congress Large'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 Congress 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 | -0.12 | |
β | Beta against Dow Jones | 0.72 | |
σ | Overall volatility | 0.83 | |
Ir | Information ratio | -0.17 |
Congress Large Volatility Alert
Congress Large Cap exhibits very low volatility with skewness of -0.34 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 Congress Large'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 Congress Large'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.Congress Large Fundamentals Vs Peers
Comparing Congress Large'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 Congress Large's direct or indirect competition across all of the common fundamentals between Congress Large and the related equities. This way, we can detect undervalued stocks with similar characteristics as Congress Large or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Congress Large's fundamental indicators could also be used in its relative valuation, which is a method of valuing Congress Large by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Congress Large to competition |
| Fundamentals | Congress Large | Peer Average |
| Price To Earning | 24.94 X | 6.53 X |
| Price To Book | 5.52 X | 0.74 X |
| Price To Sales | 2.84 X | 0.61 X |
| Year To Date Return | 0.02 % | 0.39 % |
| One Year Return | 4.35 % | 4.15 % |
| Three Year Return | 17.95 % | 3.60 % |
| Five Year Return | 9.91 % | 3.24 % |
| Ten Year Return | 14.97 % | 1.79 % |
| Net Asset | 576.37 M | 4.11 B |
| Last Dividend Paid | 0.1 | 0.65 |
| Cash Position Weight | 2.29 % | 10.61 % |
| Equity Positions Weight | 97.71 % | 63.90 % |
Congress Large Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Congress . 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 | 47.71 | |||
| Day Typical Price | 47.71 | |||
| Price Action Indicator | (0.33) | |||
| Period Momentum Indicator | (0.66) |
About Congress Large Buy or Sell Advice
When is the right time to buy or sell Congress Large Cap? Buying financial instruments such as Congress 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 Congress Large 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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Obamacare
Health care services and providers including hospitals, clinics and nursing homes that hope to benefit from Obamacare program. The Obamacare 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 Obamacare Theme or any other thematic opportunities.
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Other Information on Investing in Congress Mutual Fund
Congress Large financial ratios help investors to determine whether Congress 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 Congress with respect to the benefits of owning Congress Large security.
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |