Smallcap Fund Fka Fund Market Outlook
| PLLAX Fund | USD 29.51 0.23 0.79% |
Slightly above 52% of Smallcap Fund's investor base is interested to short. The analysis of overall sentiment of trading Smallcap Fund Fka mutual fund suggests that many investors are impartial at this time. Smallcap Fund's investing sentiment can be driven by a variety of factors including economic data, Smallcap Fund's earnings reports, geopolitical events, and overall market trends.
Comfort Level 48
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 Smallcap Fund'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 Smallcap Fund Fka.
News SentimentNeutral | Hype SentimentNeutral | Insider SentimentWaiting |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Smallcap Fund Fka is 'Buy'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Smallcap Fund Fka given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Smallcap Fund Fka, the advice is generated through an automated system that utilizes algorithms and statistical models.
Execute Smallcap Fund Advice
The Smallcap recommendation should be used to complement the investment advice compiled from the current analysts' consensus on Smallcap Fund Fka. Macroaxis does not own or have any residual interests in Smallcap Fund Fka or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Smallcap Fund's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Buy
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Analyst Consensus | Not Available | Details |
For the selected time horizon Smallcap Fund Fka has a Risk Adjusted Performance of 0.1188, Jensen Alpha of 0.17, Total Risk Alpha of 0.1057, Sortino Ratio of 0.1272 and Treynor Ratio of 0.6711Our trade recommendation module complements current analysts and expert consensus on Smallcap Fund Fka. It analyzes the fund potential to grow using all fundamental, technical, and market related data available at the time. Use Smallcap Fund price to book, one year return, as well as the relationship between the One Year Return and cash position weight to ensure your buy or sell decision on Smallcap Fund Fka is adequate.
Smallcap Fund Trading Alerts and Improvement Suggestions
Smallcap Fund Returns Distribution Density
The distribution of Smallcap Fund's historical returns is an attempt to chart the uncertainty of Smallcap Fund's future price movements. The chart of the probability distribution of Smallcap Fund daily returns describes the distribution of returns around its average expected value. We use Smallcap Fund Fka price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Smallcap Fund returns is essential to provide solid investment analysis for Smallcap Fund.
| Mean Return | 0.19 | Value At Risk | -1.75 | Potential Upside | 1.81 | Standard Deviation | 1.23 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Smallcap Fund 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.
Smallcap Fund 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 Smallcap Fund or Principal 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 Smallcap Fund'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 Smallcap 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 | 0.17 | |
β | Beta against Dow Jones | 0.27 | |
σ | Overall volatility | 1.24 | |
Ir | Information ratio | 0.11 |
Smallcap Fund Volatility Alert
Smallcap Fund Fka has relatively low volatility with skewness of 1.52 and kurtosis of 7.89. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Smallcap Fund'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 Smallcap Fund'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.Smallcap Fund Fundamentals Vs Peers
Comparing Smallcap Fund'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 Smallcap Fund's direct or indirect competition across all of the common fundamentals between Smallcap Fund and the related equities. This way, we can detect undervalued stocks with similar characteristics as Smallcap Fund or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Smallcap Fund's fundamental indicators could also be used in its relative valuation, which is a method of valuing Smallcap Fund by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Smallcap Fund to competition |
| Fundamentals | Smallcap Fund | Peer Average |
| Price To Earning | 17.42 X | 6.53 X |
| Price To Book | 1.99 X | 0.74 X |
| Price To Sales | 1.04 X | 0.61 X |
| Year To Date Return | 5.70 % | 0.39 % |
| One Year Return | 16.96 % | 4.15 % |
| Three Year Return | 11.20 % | 3.60 % |
| Five Year Return | 6.48 % | 3.24 % |
| Ten Year Return | 9.87 % | 1.79 % |
| Net Asset | 2.26 B | 4.11 B |
| Cash Position Weight | 1.33 % | 10.61 % |
| Equity Positions Weight | 98.67 % | 63.90 % |
Smallcap Fund Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Smallcap . 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 | 29.51 | |||
| Day Typical Price | 29.51 | |||
| Price Action Indicator | 0.12 | |||
| Period Momentum Indicator | 0.23 | |||
| Relative Strength Index | 64.19 |
About Smallcap Fund Buy or Sell Advice
When is the right time to buy or sell Smallcap Fund Fka? Buying financial instruments such as Smallcap 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 Smallcap Fund 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 Small & Mid Caps ETFs Thematic Idea Now
Small & Mid Caps ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Small & Mid Caps ETFs theme has 37 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 Small & Mid Caps ETFs Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Smallcap Mutual Fund
Smallcap Fund financial ratios help investors to determine whether Smallcap 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 Smallcap with respect to the benefits of owning Smallcap Fund security.
| CEOs Directory Screen CEOs from public companies around the world | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world |