Fpa Crescent Fund Buy Hold or Sell Recommendation
| FPACX Fund | USD 42.91 0.10 0.23% |
Assuming the 90 days horizon and your typical level of risk aversion, our recommendation regarding Fpa Crescent Fund is 'Strong Hold'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Fpa Crescent Fund given historical horizon and risk tolerance towards Fpa Crescent. When Macroaxis issues a 'buy' or 'sell' recommendation for Fpa Crescent Fund, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Fpa Crescent 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 Fpa and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Fpa Crescent Fund. 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 main economic indicators.
Fpa |
Execute Fpa Crescent Buy or Sell Advice
The Fpa recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Fpa Crescent Fund. Macroaxis does not own or have any residual interests in Fpa Crescent Fund or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Fpa Crescent's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong 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 | Follows the market closely | Details | |
Analyst Consensus | Not Available | Details |
Fpa Crescent Trading Alerts and Improvement Suggestions
| Latest headline from news.google.com: Steven Romicks FPA Crescent Fund 3rd Quarter Letter A Recap - GuruFocus.com | |
| The fund retains about 25.04% of its assets under management (AUM) in cash |
Fpa Crescent Returns Distribution Density
The distribution of Fpa Crescent's historical returns is an attempt to chart the uncertainty of Fpa Crescent's future price movements. The chart of the probability distribution of Fpa Crescent daily returns describes the distribution of returns around its average expected value. We use Fpa Crescent Fund price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Fpa Crescent returns is essential to provide solid investment advice for Fpa Crescent.
| Mean Return | 0.06 | Value At Risk | -0.73 | Potential Upside | 0.99 | Standard Deviation | 0.53 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Fpa Crescent 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.
Fpa Crescent 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 Fpa Crescent or FPA 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 Fpa Crescent'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 Fpa 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 | -0.02 | |
β | Beta against Dow Jones | 0.57 | |
σ | Overall volatility | 0.53 | |
Ir | Information ratio | -0.13 |
Fpa Crescent Volatility Alert
Fpa Crescent Fund exhibits very low volatility with skewness of -0.01 and kurtosis of 1.22. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Fpa Crescent'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 Fpa Crescent'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.Fpa Crescent Fundamentals Vs Peers
Comparing Fpa Crescent'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 Fpa Crescent's direct or indirect competition across all of the common fundamentals between Fpa Crescent and the related equities. This way, we can detect undervalued stocks with similar characteristics as Fpa Crescent or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Fpa Crescent's fundamental indicators could also be used in its relative valuation, which is a method of valuing Fpa Crescent by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Fpa Crescent to competition |
| Fundamentals | Fpa Crescent | Peer Average |
| Price To Earning | 16.12 X | 6.53 X |
| Price To Book | 1.52 X | 0.74 X |
| Price To Sales | 2.01 X | 0.61 X |
| Annual Yield | 0.01 % | 0.29 % |
| Year To Date Return | 13.16 % | 0.39 % |
| One Year Return | 17.96 % | 4.15 % |
| Three Year Return | 6.39 % | 3.60 % |
| Five Year Return | 10.27 % | 3.24 % |
| Ten Year Return | 6.89 % | 1.79 % |
| Net Asset | 8.94 B | 4.11 B |
| Cash Position Weight | 25.04 % | 10.61 % |
| Equity Positions Weight | 66.55 % | 63.90 % |
Fpa Crescent Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Fpa . 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 | 1.0 | |||
| Day Median Price | 42.91 | |||
| Day Typical Price | 42.91 | |||
| Price Action Indicator | 0.05 | |||
| Period Momentum Indicator | 0.1 | |||
| Relative Strength Index | 43.51 |
About Fpa Crescent Buy or Sell Advice
When is the right time to buy or sell Fpa Crescent Fund? Buying financial instruments such as Fpa 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
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Chemicals Makers
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Other Information on Investing in Fpa Mutual Fund
Fpa Crescent financial ratios help investors to determine whether Fpa 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 Fpa with respect to the benefits of owning Fpa Crescent security.
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