Zevenbergen Genea Fund Buy Hold or Sell Recommendation
| ZVGNX Fund | USD 51.36 0.65 1.25% |
Assuming the 90 days horizon and your typical level of risk aversion, our recommendation regarding Zevenbergen Genea Fund is 'Not Rated'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Zevenbergen Genea Fund given historical horizon and risk tolerance towards Zevenbergen Genea. When Macroaxis issues a 'buy' or 'sell' recommendation for Zevenbergen Genea Fund, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Zevenbergen Genea 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 Zevenbergen and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Zevenbergen Genea 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 board of governors.
Zevenbergen |
Execute Zevenbergen Genea Buy or Sell Advice
The Zevenbergen recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Zevenbergen Genea Fund. Macroaxis does not own or have any residual interests in Zevenbergen Genea Fund or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Zevenbergen Genea's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | Solid | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Analyst Consensus | Not Available | Details |
Zevenbergen Genea Trading Alerts and Improvement Suggestions
| The fund generated three year return of -3.0% | |
| Zevenbergen Genea keeps 99.46% of its net assets in stocks |
Zevenbergen Genea Returns Distribution Density
The distribution of Zevenbergen Genea's historical returns is an attempt to chart the uncertainty of Zevenbergen Genea's future price movements. The chart of the probability distribution of Zevenbergen Genea daily returns describes the distribution of returns around its average expected value. We use Zevenbergen Genea Fund price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Zevenbergen Genea returns is essential to provide solid investment advice for Zevenbergen Genea.
| Mean Return | 0.37 | Value At Risk | -2.06 | Potential Upside | 2.83 | Standard Deviation | 1.51 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Zevenbergen Genea 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.
Zevenbergen Genea 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 Zevenbergen Genea or Zevenbergen Capital Investments 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 Zevenbergen Genea'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 Zevenbergen 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 | 0.21 | |
β | Beta against Dow Jones | 1.29 | |
σ | Overall volatility | 1.40 | |
Ir | Information ratio | 0.16 |
Zevenbergen Genea Volatility Alert
Zevenbergen Genea Fund has relatively low volatility with skewness of -0.39 and kurtosis of 0.55. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Zevenbergen Genea'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 Zevenbergen Genea'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.Zevenbergen Genea Fundamentals Vs Peers
Comparing Zevenbergen Genea'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 Zevenbergen Genea's direct or indirect competition across all of the common fundamentals between Zevenbergen Genea and the related equities. This way, we can detect undervalued stocks with similar characteristics as Zevenbergen Genea or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Zevenbergen Genea's fundamental indicators could also be used in its relative valuation, which is a method of valuing Zevenbergen Genea by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Zevenbergen Genea to competition |
| Fundamentals | Zevenbergen Genea | Peer Average |
| Price To Earning | 57.82 X | 6.53 X |
| Price To Book | 3.14 X | 0.74 X |
| Price To Sales | 2.39 X | 0.61 X |
| Year To Date Return | 41.61 % | 0.39 % |
| One Year Return | 56.94 % | 4.15 % |
| Three Year Return | (3.25) % | 3.60 % |
| Five Year Return | 19.78 % | 3.24 % |
| Net Asset | 30.72 M | 4.11 B |
| Cash Position Weight | 0.54 % | 10.61 % |
| Equity Positions Weight | 99.46 % | 63.90 % |
Zevenbergen Genea Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Zevenbergen . 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 | (9,223,372,036,855) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 51.36 | |||
| Day Typical Price | 51.36 | |||
| Price Action Indicator | (0.32) | |||
| Period Momentum Indicator | (0.65) |
About Zevenbergen Genea Buy or Sell Advice
When is the right time to buy or sell Zevenbergen Genea Fund? Buying financial instruments such as Zevenbergen 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 Zevenbergen Mutual Fund
Zevenbergen Genea financial ratios help investors to determine whether Zevenbergen 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 Zevenbergen with respect to the benefits of owning Zevenbergen Genea security.
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