Large Cap Value Fund Market Outlook
| SLVCX Fund | USD 15.91 0.15 0.95% |
Slightly above 53% of Large Cap's investors are presently thinking to get in. The analysis of overall sentiment of trading Large Cap Value mutual fund suggests that some investors are interested at this time. Large Cap's investing sentiment can be driven by a variety of factors including economic data, Large Cap's earnings reports, geopolitical events, and overall market trends.
Comfort Level 53
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 Large Cap'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 Large Cap Value.
News SentimentNeutral | Hype SentimentNeutral | Insider SentimentWaiting |
Assuming the 90 days horizon and your complete indifference towards market risk, our recommendation regarding Large Cap Value is 'Strong Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Large Cap Value given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Large Cap Value, the advice is generated through an automated system that utilizes algorithms and statistical models.
Execute Large Cap Advice
The Large recommendation should be used to complement the investment advice compiled from the current analysts' consensus on Large Cap Value. Macroaxis does not own or have any residual interests in Large Cap Value or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Large Cap's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong 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 | Follows the market closely | Details | |
Analyst Consensus | Not Available | Details |
For the selected time horizon Large Cap Value has a Risk Adjusted Performance of 0.1294, Jensen Alpha of 0.4757, Total Risk Alpha of 0.2529, Sortino Ratio of 0.4971 and Treynor Ratio of 0.9467Our investment recommendation tool can cross-verify current analyst consensus on Large Cap Value and to analyze the entity potential to grow in the current economic cycle. Use Large Cap Value price to earning, 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 Large Cap Value is adequate.
Large Cap Trading Alerts and Improvement Suggestions
| Large Cap Value appears to be risky and price may revert if volatility continues | |
| The fund maintains about 5.17% of its assets in cash |
Large Cap Returns Distribution Density
The distribution of Large Cap's historical returns is an attempt to chart the uncertainty of Large Cap's future price movements. The chart of the probability distribution of Large Cap daily returns describes the distribution of returns around its average expected value. We use Large Cap Value price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Large Cap returns is essential to provide solid investment analysis for Large Cap.
| Mean Return | 0.52 | Value At Risk | -1.27 | Potential Upside | 1.58 | Standard Deviation | 3.43 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Large Cap 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.
Large Cap 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 Large Cap 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 Large Cap'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 Large 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 | 0.48 | |
β | Beta against Dow Jones | 0.54 | |
σ | Overall volatility | 3.53 | |
Ir | Information ratio | 0.13 |
Large Cap Volatility Alert
Large Cap Value has low volatility with Treynor Ratio of 0.95, Maximum Drawdown of 29.29 and kurtosis of 58.4. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Large Cap'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 Large Cap'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.Large Cap Fundamentals Vs Peers
Comparing Large Cap'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 Large Cap's direct or indirect competition across all of the common fundamentals between Large Cap and the related equities. This way, we can detect undervalued stocks with similar characteristics as Large Cap or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Large Cap's fundamental indicators could also be used in its relative valuation, which is a method of valuing Large Cap by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Large Cap to competition |
| Fundamentals | Large Cap | Peer Average |
| Price To Earning | 14.57 X | 6.53 X |
| Price To Book | 1.57 X | 0.74 X |
| Price To Sales | 1.09 X | 0.61 X |
| Year To Date Return | 4.55 % | 0.39 % |
| One Year Return | 15.70 % | 4.15 % |
| Three Year Return | 11.47 % | 3.60 % |
| Five Year Return | 10.18 % | 3.24 % |
| Ten Year Return | 7.09 % | 1.79 % |
| Net Asset | 17.55 M | 4.11 B |
| Minimum Initial Investment | 250 | 976.16 K |
| Cash Position Weight | 5.17 % | 10.61 % |
| Equity Positions Weight | 94.83 % | 63.90 % |
Large Cap Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Large . 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 | 15.91 | |||
| Day Typical Price | 15.91 | |||
| Price Action Indicator | 0.075 | |||
| Period Momentum Indicator | 0.15 |
About Large Cap Buy or Sell Advice
When is the right time to buy or sell Large Cap Value? Buying financial instruments such as Large 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 Large Cap 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?
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Disruptive Technologies
New or established technology companies and funds across multiple sectors that are involved in development or marketing of products or services that experience disruptive trends and that are at the forefront of discussions on Wall Street. The Disruptive Technologies theme has 64 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 Disruptive Technologies Theme or any other thematic opportunities.
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Other Information on Investing in Large Mutual Fund
Large Cap financial ratios help investors to determine whether Large 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 Large with respect to the benefits of owning Large Cap security.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |