Oberweis Emerging Markets Fund Buy Hold or Sell Recommendation
| OBEMX Fund | USD 9.59 0.00 0.00% |
Assuming the 90 days horizon and complete risk avoidance on your part, our recommendation regarding Oberweis Emerging Markets is 'Strong Sell'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Oberweis Emerging Markets given historical horizon and risk tolerance towards Oberweis Emerging. When Macroaxis issues a 'buy' or 'sell' recommendation for Oberweis Emerging Markets, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Oberweis Emerging 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 Oberweis and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Oberweis Emerging Markets. 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 population.
Oberweis |
Execute Oberweis Emerging Buy or Sell Advice
The Oberweis recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Oberweis Emerging Markets. Macroaxis does not own or have any residual interests in Oberweis Emerging Markets or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Oberweis Emerging's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Sell
Market Performance | Very Weak | Details | |
Volatility | Somewhat reliable | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Analyst Consensus | Not Available | Details |
Oberweis Emerging Trading Alerts and Improvement Suggestions
| Oberweis Emerging generated a negative expected return over the last 90 days | |
| The fund generated three year return of -4.0% | |
| Oberweis Emerging Markets maintains 97.51% of its assets in stocks |
Oberweis Emerging Returns Distribution Density
The distribution of Oberweis Emerging's historical returns is an attempt to chart the uncertainty of Oberweis Emerging's future price movements. The chart of the probability distribution of Oberweis Emerging daily returns describes the distribution of returns around its average expected value. We use Oberweis Emerging Markets price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Oberweis Emerging returns is essential to provide solid investment advice for Oberweis Emerging.
| Mean Return | -0.29 | Value At Risk | -1 | Potential Upside | 1.15 | Standard Deviation | 2.83 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Oberweis Emerging 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.
Oberweis Emerging 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 Oberweis Emerging or Oberweis 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 Oberweis Emerging'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 Oberweis 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 | -0.35 | |
β | Beta against Dow Jones | 0.37 | |
σ | Overall volatility | 2.92 | |
Ir | Information ratio | -0.15 |
Oberweis Emerging Volatility Alert
Oberweis Emerging Markets exhibits very low volatility with skewness of -7.57 and kurtosis of 59.92. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Oberweis Emerging'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 Oberweis Emerging'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.Oberweis Emerging Fundamentals Vs Peers
Comparing Oberweis Emerging'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 Oberweis Emerging's direct or indirect competition across all of the common fundamentals between Oberweis Emerging and the related equities. This way, we can detect undervalued stocks with similar characteristics as Oberweis Emerging or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Oberweis Emerging's fundamental indicators could also be used in its relative valuation, which is a method of valuing Oberweis Emerging by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Oberweis Emerging to competition |
| Fundamentals | Oberweis Emerging | Peer Average |
| Annual Yield | 0 % | 0.29 % |
| Year To Date Return | 7.67 % | 0.39 % |
| One Year Return | 13.14 % | 4.15 % |
| Three Year Return | (3.52) % | 3.60 % |
| Five Year Return | 9.76 % | 3.24 % |
| Net Asset | 16.74 M | 4.11 B |
| Minimum Initial Investment | 1 K | 976.16 K |
| Cash Position Weight | 0.01 % | 10.61 % |
| Equity Positions Weight | 97.51 % | 63.90 % |
Oberweis Emerging Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Oberweis . 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 Oberweis Emerging Buy or Sell Advice
When is the right time to buy or sell Oberweis Emerging Markets? Buying financial instruments such as Oberweis 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 Oberweis Emerging 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 Iron Thematic Idea Now
Iron
Companies involved in production of steel and iron. The Iron theme has 45 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 Iron Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Oberweis Mutual Fund
Oberweis Emerging financial ratios help investors to determine whether Oberweis 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 Oberweis with respect to the benefits of owning Oberweis Emerging security.
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |