Conservative Allocation Fund Buy Hold or Sell Recommendation
| GCAYX Fund | USD 11.64 0.00 0.00% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Conservative Allocation Fund is 'Cautious Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Conservative Allocation Fund given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Conservative Allocation Fund, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Conservative Allocation 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 Conservative and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Conservative Allocation 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 manufacturing.
Conservative |
Execute Conservative Allocation Buy or Sell Advice
The Conservative recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Conservative Allocation Fund. Macroaxis does not own or have any residual interests in Conservative Allocation Fund or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Conservative Allocation's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious 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 | Barely shadows the market | Details | |
Analyst Consensus | Not Available | Details |
Conservative Allocation Trading Alerts and Improvement Suggestions
| The fund retains about 25.21% of its assets under management (AUM) in cash |
Conservative Allocation Returns Distribution Density
The distribution of Conservative Allocation's historical returns is an attempt to chart the uncertainty of Conservative Allocation's future price movements. The chart of the probability distribution of Conservative Allocation daily returns describes the distribution of returns around its average expected value. We use Conservative Allocation Fund price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Conservative Allocation returns is essential to provide solid investment advice for Conservative Allocation.
| Mean Return | 0.02 | Value At Risk | -0.34 | Potential Upside | 0.35 | Standard Deviation | 0.21 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Conservative Allocation 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.
Conservative Allocation 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 Conservative Allocation or GuideStone 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 Conservative Allocation'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 Conservative 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 | 0.18 | |
σ | Overall volatility | 0.20 | |
Ir | Information ratio | -0.56 |
Conservative Allocation Volatility Alert
Conservative Allocation Fund exhibits very low volatility with skewness of 0.1 and kurtosis of -0.02. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Conservative Allocation'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 Conservative Allocation'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.Conservative Allocation Fundamentals Vs Peers
Comparing Conservative Allocation'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 Conservative Allocation's direct or indirect competition across all of the common fundamentals between Conservative Allocation and the related equities. This way, we can detect undervalued stocks with similar characteristics as Conservative Allocation or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Conservative Allocation's fundamental indicators could also be used in its relative valuation, which is a method of valuing Conservative Allocation by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Conservative Allocation to competition |
| Fundamentals | Conservative Allocation | Peer Average |
| Annual Yield | 0.03 % | 0.29 % |
| Year To Date Return | 8.16 % | 0.39 % |
| One Year Return | 11.07 % | 4.15 % |
| Three Year Return | 2.26 % | 3.60 % |
| Five Year Return | 3.68 % | 3.24 % |
| Ten Year Return | 3.73 % | 1.79 % |
| Net Asset | 518.98 M | 4.11 B |
| Minimum Initial Investment | 1000 K | 976.16 K |
| Cash Position Weight | 25.21 % | 10.61 % |
| Equity Positions Weight | 20.72 % | 63.90 % |
| Bond Positions Weight | 47.65 % | 11.24 % |
Conservative Allocation Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Conservative . 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.
About Conservative Allocation Buy or Sell Advice
When is the right time to buy or sell Conservative Allocation Fund? Buying financial instruments such as Conservative 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 Conservative Allocation 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 Single Stock ETFs Thematic Idea Now
Single Stock ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Single Stock ETFs theme has 99 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 Single Stock ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Conservative Mutual Fund
Conservative Allocation financial ratios help investors to determine whether Conservative 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 Conservative with respect to the benefits of owning Conservative Allocation security.
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| Volatility Analysis Get historical volatility and risk analysis based on latest market data |