Perkins Small Cap Fund Buy Hold or Sell Recommendation
| JISCX Fund | USD 24.50 0.03 0.12% |
Slightly above 55% of Perkins Small's investor base is interested to short. The analysis of overall sentiment of trading Perkins Small Cap mutual fund suggests that many investors are impartial at this time. Perkins Small's investing sentiment can be driven by a variety of factors including economic data, Perkins Small's earnings reports, geopolitical events, and overall market trends.
Comfort Level 45
Impartial
Panic | Confidence |
Today, several news technology companies offer sentiment data to assist traders in manufacturing news sentiment indicators for investment decisions. We partner with these technology firms in helping retail investors build forecasting models that use Perkins Small's input sentiment indicators derived from textual data and news published on major financial information outlets and social sites. These indicators can be used to analyze time-dependent numerical information representing public perception toward Perkins Small Cap.
News SentimentNeutral | Hype SentimentBearish | Insider SentimentWaiting |
Assuming the 90 days horizon and complete risk avoidance on your part, our recommendation regarding Perkins Small Cap is 'Cautious Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Perkins Small Cap given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Perkins Small Cap, the advice is generated through an automated system that utilizes algorithms and statistical models.
Execute Perkins Small Buy or Sell Advice
The Perkins recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Perkins Small Cap. Macroaxis does not own or have any residual interests in Perkins Small Cap or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Perkins Small's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Analyst Consensus | Not Available | Details |
Perkins Small Trading Alerts and Improvement Suggestions
| Latest headline from news.google.com: Three major research universities opt out of new Elsevier deal - Times Higher Education | |
| The fund retains 97.56% of its assets under management (AUM) in equities |
Perkins Small Returns Distribution Density
The distribution of Perkins Small's historical returns is an attempt to chart the uncertainty of Perkins Small's future price movements. The chart of the probability distribution of Perkins Small daily returns describes the distribution of returns around its average expected value. We use Perkins Small Cap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Perkins Small returns is essential to provide solid investment advice for Perkins Small.
| Mean Return | 0.20 | Value At Risk | -1.15 | Potential Upside | 2.15 | Standard Deviation | 1.03 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Perkins 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.
Perkins 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 Perkins Small 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 Perkins 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 Perkins 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 | 0.16 | |
β | Beta against Dow Jones | 0.41 | |
σ | Overall volatility | 1.05 | |
Ir | Information ratio | 0.12 |
Perkins Small Volatility Alert
Perkins Small Cap exhibits relatively low volatility with skewness of 0.99 and kurtosis of 2.46. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Perkins 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 Perkins 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.Perkins Small Fundamentals Vs Peers
Comparing Perkins 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 Perkins Small's direct or indirect competition across all of the common fundamentals between Perkins Small and the related equities. This way, we can detect undervalued stocks with similar characteristics as Perkins Small or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Perkins Small's fundamental indicators could also be used in its relative valuation, which is a method of valuing Perkins Small by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Perkins Small to competition |
| Fundamentals | Perkins Small | Peer Average |
| Price To Earning | 19.70 X | 6.53 X |
| Price To Book | 2.01 X | 0.74 X |
| Price To Sales | 1.40 X | 0.61 X |
| Annual Yield | 0.0004 % | 0.29 % |
| Year To Date Return | 5.69 % | 0.39 % |
| One Year Return | 8.93 % | 4.15 % |
| Three Year Return | 8.61 % | 3.60 % |
| Five Year Return | 8.02 % | 3.24 % |
| Ten Year Return | 6.30 % | 1.79 % |
| Net Asset | 3.05 B | 4.11 B |
| Last Dividend Paid | 0.15 | 0.65 |
| Cash Position Weight | 2.43 % | 10.61 % |
| Equity Positions Weight | 97.56 % | 63.90 % |
Perkins Small Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Perkins . 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.
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 24.5 | |||
| Day Typical Price | 24.5 | |||
| Price Action Indicator | (0.01) | |||
| Period Momentum Indicator | (0.03) | |||
| Relative Strength Index | 63.37 |
About Perkins Small Buy or Sell Advice
When is the right time to buy or sell Perkins Small Cap? Buying financial instruments such as Perkins 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 Perkins 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?
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Real Estate
Publicly traded companies that are involved in real estate development, property maintenance and management of real estate investment trusts (REIT) funds. The Real Estate theme has 43 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 Real Estate Theme or any other thematic opportunities.
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Other Information on Investing in Perkins Mutual Fund
Perkins Small financial ratios help investors to determine whether Perkins 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 Perkins with respect to the benefits of owning Perkins Small security.
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