Geneva Smid Cap Fund Buy Hold or Sell Recommendation
| GCSVX Fund | USD 11.27 0.01 0.09% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Geneva Smid Cap is 'Strong Hold'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Geneva Smid Cap given historical horizon and risk tolerance towards Geneva Smid. When Macroaxis issues a 'buy' or 'sell' recommendation for Geneva Smid Cap, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Geneva Smid 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 Geneva and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Geneva Smid Cap. 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 real.
Geneva |
Execute Geneva Smid Buy or Sell Advice
The Geneva recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Geneva Smid Cap. Macroaxis does not own or have any residual interests in Geneva Smid Cap or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Geneva Smid's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Analyst Consensus | Not Available | Details |
Geneva Smid Trading Alerts and Improvement Suggestions
| The fund retains 97.78% of its assets under management (AUM) in equities |
Geneva Smid Returns Distribution Density
The distribution of Geneva Smid's historical returns is an attempt to chart the uncertainty of Geneva Smid's future price movements. The chart of the probability distribution of Geneva Smid daily returns describes the distribution of returns around its average expected value. We use Geneva Smid Cap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Geneva Smid returns is essential to provide solid investment advice for Geneva Smid.
| Mean Return | 0.18 | Value At Risk | -1.37 | Potential Upside | 1.92 | Standard Deviation | 1.05 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Geneva Smid 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.
Geneva Smid 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 Geneva Smid or Geneva 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 Geneva Smid'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 Geneva 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 | 1.15 | |
σ | Overall volatility | 0.99 | |
Ir | Information ratio | 0.04 |
Geneva Smid Volatility Alert
Geneva Smid Cap has relatively low volatility with skewness of 0.34 and kurtosis of 1.8. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Geneva Smid'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 Geneva Smid'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.Geneva Smid Fundamentals Vs Peers
Comparing Geneva Smid'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 Geneva Smid's direct or indirect competition across all of the common fundamentals between Geneva Smid and the related equities. This way, we can detect undervalued stocks with similar characteristics as Geneva Smid or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Geneva Smid's fundamental indicators could also be used in its relative valuation, which is a method of valuing Geneva Smid by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Geneva Smid to competition |
| Fundamentals | Geneva Smid | Peer Average |
| Net Asset | 29.98 M | 4.11 B |
| Minimum Initial Investment | 100 K | 976.16 K |
| Cash Position Weight | 2.22 % | 10.61 % |
| Equity Positions Weight | 97.78 % | 63.90 % |
Geneva Smid Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Geneva . 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 | 11.27 | |||
| Day Typical Price | 11.27 | |||
| Price Action Indicator | 0.005 | |||
| Period Momentum Indicator | 0.01 |
About Geneva Smid Buy or Sell Advice
When is the right time to buy or sell Geneva Smid Cap? Buying financial instruments such as Geneva 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 Geneva Smid 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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Tech Growth
Instruments that are typically traded at high earnings multiples compared to their competitors and other sectors and have been known to drive market cycles frequently. The Tech Growth theme has 66 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 Tech Growth Theme or any other thematic opportunities.
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Other Information on Investing in Geneva Mutual Fund
Geneva Smid financial ratios help investors to determine whether Geneva 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 Geneva with respect to the benefits of owning Geneva Smid security.
| Transaction History View history of all your transactions and understand their impact on performance | |
| 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 |