Henderson Strategic Income Fund Buy Hold or Sell Recommendation

HFAIX Fund  USD 7.88  0.02  0.25%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Henderson Strategic Income is 'Cautious Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Henderson Strategic Income given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Henderson Strategic Income, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Henderson Strategic 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 Henderson and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Henderson Strategic Income. 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 gross domestic product.

Execute Henderson Strategic Buy or Sell Advice

The Henderson recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Henderson Strategic Income. Macroaxis does not own or have any residual interests in Henderson Strategic Income or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Henderson Strategic's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Henderson StrategicBuy Henderson Strategic
Cautious Hold

Market Performance

Very WeakDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Moves indifferently to market movesDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Henderson Strategic Income has a Mean Deviation of 0.2376, Semi Deviation of 0.2449, Standard Deviation of 0.3001, Variance of 0.0901, Downside Variance of 0.1087 and Semi Variance of 0.06
We provide advice to complement the regular expert consensus on Henderson Strategic. Our dynamic recommendation engine utilizes a multidimensional algorithm to analyze the fund's potential to grow using all technical and fundamental data available at the time. Use Henderson Strategic three year return and cash position weight to ensure your buy or sell decision on Henderson Strategic is adequate.

Henderson Strategic Trading Alerts and Improvement Suggestions

Henderson Strategic generated a negative expected return over the last 90 days
Henderson Strategic generated five year return of 0.0%
This fund retains about 61.3% of its assets under management (AUM) in fixed income securities

Henderson Strategic Returns Distribution Density

The distribution of Henderson Strategic's historical returns is an attempt to chart the uncertainty of Henderson Strategic's future price movements. The chart of the probability distribution of Henderson Strategic daily returns describes the distribution of returns around its average expected value. We use Henderson Strategic Income price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Henderson Strategic returns is essential to provide solid investment advice for Henderson Strategic.
Mean Return
0.01
Value At Risk
-0.39
Potential Upside
0.51
Standard Deviation
0.30
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Henderson Strategic 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.

Henderson Strategic 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 Henderson Strategic or Janus Henderson 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 Henderson Strategic'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 Henderson 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-0.01
σ
Overall volatility
0.29
Ir
Information ratio -0.33

Henderson Strategic Volatility Alert

Henderson Strategic Income exhibits very low volatility with skewness of -0.24 and kurtosis of 0.28. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Henderson Strategic'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 Henderson Strategic'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.

Henderson Strategic Fundamentals Vs Peers

Comparing Henderson Strategic'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 Henderson Strategic's direct or indirect competition across all of the common fundamentals between Henderson Strategic and the related equities. This way, we can detect undervalued stocks with similar characteristics as Henderson Strategic or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Henderson Strategic's fundamental indicators could also be used in its relative valuation, which is a method of valuing Henderson Strategic by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Henderson Strategic to competition
FundamentalsHenderson StrategicPeer Average
Annual Yield0.03 %0.29 %
Year To Date Return3.10 %0.39 %
One Year Return7.54 %4.15 %
Three Year Return(2.71) %3.60 %
Five Year Return(0.07) %3.24 %
Ten Year Return5.84 %1.79 %
Net Asset1.58 B4.11 B
Last Dividend Paid0.010.65
Cash Position Weight3.31 %10.61 %
Equity Positions Weight0.56 %63.90 %
Bond Positions Weight61.30 %11.24 %

Henderson Strategic Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Henderson . 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 Henderson Strategic Buy or Sell Advice

When is the right time to buy or sell Henderson Strategic Income? Buying financial instruments such as Henderson 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.

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Communication Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Communication theme has 61 constituents at this time.
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Other Information on Investing in Henderson Mutual Fund

Henderson Strategic financial ratios help investors to determine whether Henderson 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 Henderson with respect to the benefits of owning Henderson Strategic security.
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Competition Analyzer
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