Moderate Balanced Allocation Fund Buy Hold or Sell Recommendation
| SBMIX Fund | USD 12.60 0.06 0.48% |
Assuming the 90 days horizon and your conservative attitude towards risk, our recommendation regarding Moderate Balanced Allocation is 'Strong Sell'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Moderate Balanced Allocation given historical horizon and risk tolerance towards Moderate Balanced. When Macroaxis issues a 'buy' or 'sell' recommendation for Moderate Balanced Allocation, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Moderate Balanced 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 Moderate and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Moderate Balanced Allocation. 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 gross domestic product.
Moderate |
Execute Moderate Balanced Buy or Sell Advice
The Moderate recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Moderate Balanced Allocation. Macroaxis does not own or have any residual interests in Moderate Balanced Allocation or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Moderate Balanced's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Sell
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Analyst Consensus | Not Available | Details |
Moderate Balanced Trading Alerts and Improvement Suggestions
| The fund maintains about 16.07% of its assets in cash |
Moderate Balanced Returns Distribution Density
The distribution of Moderate Balanced's historical returns is an attempt to chart the uncertainty of Moderate Balanced's future price movements. The chart of the probability distribution of Moderate Balanced daily returns describes the distribution of returns around its average expected value. We use Moderate Balanced Allocation price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Moderate Balanced returns is essential to provide solid investment advice for Moderate Balanced.
| Mean Return | 0.08 | Value At Risk | -0.73 | Potential Upside | 0.98 | Standard Deviation | 0.52 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Moderate Balanced 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.
Moderate Balanced 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 Moderate Balanced or Saratoga 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 Moderate Balanced'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 Moderate 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 | |
β | Beta against Dow Jones | 0.56 | |
σ | Overall volatility | 0.51 | |
Ir | Information ratio | -0.09 |
Moderate Balanced Volatility Alert
Moderate Balanced Allocation exhibits very low volatility with skewness of -0.06 and kurtosis of 0.64. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Moderate Balanced'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 Moderate Balanced'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.Moderate Balanced Fundamentals Vs Peers
Comparing Moderate Balanced'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 Moderate Balanced's direct or indirect competition across all of the common fundamentals between Moderate Balanced and the related equities. This way, we can detect undervalued stocks with similar characteristics as Moderate Balanced or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Moderate Balanced's fundamental indicators could also be used in its relative valuation, which is a method of valuing Moderate Balanced by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Moderate Balanced to competition |
| Fundamentals | Moderate Balanced | Peer Average |
| Annual Yield | 0.01 % | 0.29 % |
| Year To Date Return | 13.82 % | 0.39 % |
| One Year Return | 19.39 % | 4.15 % |
| Three Year Return | 5.03 % | 3.60 % |
| Five Year Return | 8.08 % | 3.24 % |
| Net Asset | 1.18 M | 4.11 B |
| Last Dividend Paid | 0.08 | 0.65 |
| Cash Position Weight | 16.07 % | 10.61 % |
| Equity Positions Weight | 56.52 % | 63.90 % |
| Bond Positions Weight | 3.38 % | 11.24 % |
Moderate Balanced Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Moderate . 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 | 12.6 | |||
| Day Typical Price | 12.6 | |||
| Price Action Indicator | 0.03 | |||
| Period Momentum Indicator | 0.06 | |||
| Relative Strength Index | 36.32 |
About Moderate Balanced Buy or Sell Advice
When is the right time to buy or sell Moderate Balanced Allocation? Buying financial instruments such as Moderate 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 Moderate Mutual Fund
Moderate Balanced financial ratios help investors to determine whether Moderate 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 Moderate with respect to the benefits of owning Moderate Balanced security.
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