Eagle Small Cap Fund Buy Hold or Sell Recommendation
| HSIIX Fund | USD 32.49 0.45 1.40% |
Assuming the 90 days horizon and your slightly conservative level of risk, our recommendation regarding Eagle Small Cap is 'Hold'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Eagle Small Cap given historical horizon and risk tolerance towards Eagle Small. When Macroaxis issues a 'buy' or 'sell' recommendation for Eagle Small Cap, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Eagle Small 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 Eagle and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Eagle Small 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 gross domestic product.
Eagle |
Execute Eagle Small Buy or Sell Advice
The Eagle recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Eagle Small Cap. Macroaxis does not own or have any residual interests in Eagle Small Cap or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Eagle Small's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Analyst Consensus | Not Available | Details |
Eagle Small Trading Alerts and Improvement Suggestions
| The fund generated three year return of -3.0% | |
| Eagle Small Cap retains all of its assets under management (AUM) in equities |
Eagle Small Returns Distribution Density
The distribution of Eagle Small's historical returns is an attempt to chart the uncertainty of Eagle Small's future price movements. The chart of the probability distribution of Eagle Small daily returns describes the distribution of returns around its average expected value. We use Eagle Small Cap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Eagle Small returns is essential to provide solid investment advice for Eagle Small.
| Mean Return | 0.13 | Value At Risk | -1.59 | Potential Upside | 2.04 | Standard Deviation | 1.20 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Eagle Small 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.
Eagle Small 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 Eagle Small or Carillon Family of 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 Eagle Small'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 Eagle 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 | 1.39 | |
σ | Overall volatility | 1.20 | |
Ir | Information ratio | 0.02 |
Eagle Small Volatility Alert
Eagle Small Cap has relatively low volatility with skewness of 0.49 and kurtosis of 2.91. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Eagle Small'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 Eagle Small'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.Eagle Small Fundamentals Vs Peers
Comparing Eagle Small'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 Eagle Small's direct or indirect competition across all of the common fundamentals between Eagle Small and the related equities. This way, we can detect undervalued stocks with similar characteristics as Eagle Small or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Eagle Small's fundamental indicators could also be used in its relative valuation, which is a method of valuing Eagle Small by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Eagle Small to competition |
| Fundamentals | Eagle Small | Peer Average |
| Price To Earning | 1.07 X | 6.53 X |
| Price To Book | 3.02 X | 0.74 X |
| Price To Sales | 1.66 X | 0.61 X |
| Year To Date Return | 16.44 % | 0.39 % |
| One Year Return | 27.91 % | 4.15 % |
| Three Year Return | (3.34) % | 3.60 % |
| Five Year Return | 7.40 % | 3.24 % |
| Ten Year Return | 11.50 % | 1.79 % |
| Net Asset | 650.32 M | 4.11 B |
| Equity Positions Weight | 100.00 % | 63.90 % |
Eagle Small Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Eagle . 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 | 1.01 | |||
| Day Median Price | 32.49 | |||
| Day Typical Price | 32.49 | |||
| Price Action Indicator | 0.23 | |||
| Period Momentum Indicator | 0.45 |
About Eagle Small Buy or Sell Advice
When is the right time to buy or sell Eagle Small Cap? Buying financial instruments such as Eagle 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 Eagle Small 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 Large Cap ETFs Thematic Idea Now
Large Cap ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Large Cap ETFs theme has 674 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 Large Cap ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Eagle Mutual Fund
Eagle Small financial ratios help investors to determine whether Eagle 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 Eagle with respect to the benefits of owning Eagle Small security.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
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| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |