Lkcm Equity Fund Buy Hold or Sell Recommendation
| LKEQX Fund | USD 41.60 0.25 0.60% |
Assuming the 90 days horizon and your bold attitude towards risk, our recommendation regarding Lkcm Equity Fund is 'Buy'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Lkcm Equity Fund given historical horizon and risk tolerance towards Lkcm Equity. When Macroaxis issues a 'buy' or 'sell' recommendation for Lkcm Equity Fund, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Lkcm Equity 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 Lkcm and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Lkcm Equity Fund. 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 producer price index.
Lkcm |
Execute Lkcm Equity Buy or Sell Advice
The Lkcm recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Lkcm Equity Fund. Macroaxis does not own or have any residual interests in Lkcm Equity Fund or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Lkcm Equity's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Buy
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 |
Lkcm Equity Trading Alerts and Improvement Suggestions
| The fund maintains about 7.2% of its assets in cash |
Lkcm Equity Returns Distribution Density
The distribution of Lkcm Equity's historical returns is an attempt to chart the uncertainty of Lkcm Equity's future price movements. The chart of the probability distribution of Lkcm Equity daily returns describes the distribution of returns around its average expected value. We use Lkcm Equity Fund price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Lkcm Equity returns is essential to provide solid investment advice for Lkcm Equity.
| Mean Return | 0.11 | Value At Risk | -1.19 | Potential Upside | 1.19 | Standard Deviation | 0.80 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Lkcm 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.
Lkcm 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 Lkcm Equity or LKCM 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 Lkcm 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 Lkcm 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 | -0.0078 | |
β | Beta against Dow Jones | 0.93 | |
σ | Overall volatility | 0.80 | |
Ir | Information ratio | -0.02 |
Lkcm Equity Volatility Alert
Lkcm Equity Fund has low volatility with Treynor Ratio of 0.11, Maximum Drawdown of 4.47 and kurtosis of 4.06. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Lkcm 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 Lkcm 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.Lkcm Equity Fundamentals Vs Peers
Comparing Lkcm 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 Lkcm Equity's direct or indirect competition across all of the common fundamentals between Lkcm Equity and the related equities. This way, we can detect undervalued stocks with similar characteristics as Lkcm Equity or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Lkcm Equity's fundamental indicators could also be used in its relative valuation, which is a method of valuing Lkcm Equity by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Lkcm Equity to competition |
| Fundamentals | Lkcm Equity | Peer Average |
| Price To Earning | 22.96 X | 6.53 X |
| Price To Book | 3.14 X | 0.74 X |
| Price To Sales | 2.57 X | 0.61 X |
| Annual Yield | 0.01 % | 0.29 % |
| Year To Date Return | 18.16 % | 0.39 % |
| One Year Return | 26.22 % | 4.15 % |
| Three Year Return | 4.05 % | 3.60 % |
| Five Year Return | 12.11 % | 3.24 % |
| Ten Year Return | 11.97 % | 1.79 % |
| Net Asset | 487.83 M | 4.11 B |
| Minimum Initial Investment | 2 K | 976.16 K |
| Last Dividend Paid | 0.17 | 0.65 |
| Cash Position Weight | 7.20 % | 10.61 % |
| Equity Positions Weight | 92.80 % | 63.90 % |
Lkcm Equity Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Lkcm . 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 | 41.6 | |||
| Day Typical Price | 41.6 | |||
| Price Action Indicator | 0.13 | |||
| Period Momentum Indicator | 0.25 | |||
| Relative Strength Index | 14.05 |
About Lkcm Equity Buy or Sell Advice
When is the right time to buy or sell Lkcm Equity Fund? Buying financial instruments such as Lkcm 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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Other Information on Investing in Lkcm Mutual Fund
Lkcm Equity financial ratios help investors to determine whether Lkcm 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 Lkcm with respect to the benefits of owning Lkcm Equity security.
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| Fundamental Analysis View fundamental data based on most recent published financial statements |