Federated Equity Income Fund Market Outlook
| LFEIX Fund | USD 20.94 0.05 0.24% |
Slightly above 51% of Federated Equity's investor base is interested to short. The analysis of overall sentiment of trading Federated Equity Income mutual fund suggests that many investors are impartial at this time. Federated Equity's investing sentiment can be driven by a variety of factors including economic data, Federated Equity's earnings reports, geopolitical events, and overall market trends.
Comfort Level 49
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 Federated Equity'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 Federated Equity Income.
News SentimentNeutral | Hype SentimentNeutral | Insider SentimentWaiting |
Assuming the 90 days horizon and your typical level of risk aversion, our recommendation regarding Federated Equity Income is 'Cautious Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Federated Equity Income given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Federated Equity Income, the advice is generated through an automated system that utilizes algorithms and statistical models.
Execute Federated Equity Advice
The FEDERATED recommendation should be used to complement the investment advice compiled from the current analysts' consensus on Federated Equity Income. Macroaxis does not own or have any residual interests in Federated Equity Income or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Federated Equity's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Good | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Analyst Consensus | Not Available | Details |
For the selected time horizon Federated Equity Income has a Mean Deviation of 1.11, Standard Deviation of 3.99, Variance of 15.92, Downside Variance of 0.3564, Semi Variance of (0.32) and Expected Short fall of (1.61)Our investment recommendation module complements current analysts and expert consensus on Federated Equity. It analyzes the entity potential to grow using all fundamental, technical, and market related data available at the time. Use Federated Equity Income price to sales and three year return to ensure your buy or sell decision on Federated Equity Income is adequate.
Federated Equity Trading Alerts and Improvement Suggestions
| Federated Equity appears to be risky and price may revert if volatility continues | |
| Latest headline from news.google.com: 3 Top-Ranked Balanced Mutual Funds for Stable Returns - Nasdaq | |
| The fund maintains 96.25% of its assets in stocks |
Federated Equity Returns Distribution Density
The distribution of Federated Equity's historical returns is an attempt to chart the uncertainty of Federated Equity's future price movements. The chart of the probability distribution of Federated Equity daily returns describes the distribution of returns around its average expected value. We use Federated Equity Income price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Federated Equity returns is essential to provide solid investment analysis for Federated Equity.
| Mean Return | 0.55 | Value At Risk | -1.13 | Potential Upside | 1.14 | Standard Deviation | 3.99 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Federated Equity 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.
Federated Equity 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 Federated Equity or Federated 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 Federated Equity'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 FEDERATED 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 | 0.54 | |
β | Beta against Dow Jones | -0.02 | |
σ | Overall volatility | 4.17 | |
Ir | Information ratio | 0.12 |
Federated Equity Volatility Alert
Federated Equity Income exhibits very low volatility with skewness of 7.83 and kurtosis of 62.78. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Federated Equity'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 Federated Equity'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.Federated Equity Fundamentals Vs Peers
Comparing Federated Equity'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 Federated Equity's direct or indirect competition across all of the common fundamentals between Federated Equity and the related equities. This way, we can detect undervalued stocks with similar characteristics as Federated Equity or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Federated Equity's fundamental indicators could also be used in its relative valuation, which is a method of valuing Federated Equity by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Federated Equity to competition |
| Fundamentals | Federated Equity | Peer Average |
| Price To Earning | 15.20 X | 6.53 X |
| Price To Book | 2.12 X | 0.74 X |
| Price To Sales | 1.12 X | 0.61 X |
| Annual Yield | 0.01 % | 0.29 % |
| Year To Date Return | 4.20 % | 0.39 % |
| One Year Return | 13.36 % | 4.15 % |
| Three Year Return | 12.05 % | 3.60 % |
| Five Year Return | 10.54 % | 3.24 % |
| Ten Year Return | 7.78 % | 1.79 % |
| Net Asset | 732.31 M | 4.11 B |
| Cash Position Weight | 3.75 % | 10.61 % |
| Equity Positions Weight | 96.25 % | 63.90 % |
Federated Equity Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as FEDERATED . 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 | 20.94 | |||
| Day Typical Price | 20.94 | |||
| Price Action Indicator | 0.025 | |||
| Period Momentum Indicator | 0.05 | |||
| Relative Strength Index | 81.66 |
About Federated Equity Buy or Sell Advice
When is the right time to buy or sell Federated Equity Income? Buying financial instruments such as FEDERATED 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 Federated Equity 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 Robots And Drones Thematic Idea Now
Robots And Drones
Large technology companies that are involved in development and manufacturing of drones, robots, or robotic equipment across mechanical engineering, electrical engineering, mathematics and computer science fields. Drones and robotics are projected to significantly grow in demand in the next 5 years. The Robots And Drones theme has 42 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 Robots And Drones Theme or any other thematic opportunities.
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Other Information on Investing in FEDERATED Mutual Fund
Federated Equity financial ratios help investors to determine whether FEDERATED 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 FEDERATED with respect to the benefits of owning Federated Equity security.
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