The Equity Growth Fund Buy Hold or Sell Recommendation

BGGKX Fund  USD 27.22  0.28  1.04%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding The Equity Growth is 'Strong Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell The Equity Growth given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for The Equity Growth, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Us Equity 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 BGGKX and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards The Equity Growth. 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 industry.

Execute Us Equity Buy or Sell Advice

The BGGKX recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on The Equity Growth. Macroaxis does not own or have any residual interests in The Equity Growth or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Us Equity's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Us EquityBuy Us Equity
Strong Hold

Market Performance

Very WeakDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon The Equity Growth has a Risk Adjusted Performance of 0.0124, Jensen Alpha of 0.0226, Total Risk Alpha of 0.0545, Sortino Ratio of 0.0162 and Treynor Ratio of 0.0068
Our trade recommendation module complements current analysts and expert consensus on Equity Growth. It analyzes the fund potential to grow using all fundamental, technical, and market related data available at the time. Please use Equity Growth total asset and minimum initial investment to make buy, hold, or sell decision on Us Equity.

Us Equity Trading Alerts and Improvement Suggestions

Equity Growth generated a negative expected return over the last 90 days
The fund holds 99.22% of its assets under management (AUM) in equities

Us Equity Returns Distribution Density

The distribution of Us Equity's historical returns is an attempt to chart the uncertainty of Us Equity's future price movements. The chart of the probability distribution of Us Equity daily returns describes the distribution of returns around its average expected value. We use The Equity Growth price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Us Equity returns is essential to provide solid investment advice for Us Equity.
Mean Return
0.02
Value At Risk
-2.19
Potential Upside
1.99
Standard Deviation
1.58
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Us Equity 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.

Us Equity 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 Us Equity or Baillie Gifford 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 Us Equity'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 BGGKX 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
0.02
β
Beta against Dow Jones0.76
σ
Overall volatility
1.62
Ir
Information ratio 0.02

Us Equity Volatility Alert

The Equity Growth has relatively low volatility with skewness of -0.78 and kurtosis of 1.47. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Us Equity'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 Us Equity'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.

Us Equity Fundamentals Vs Peers

Comparing Us Equity'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 Us Equity's direct or indirect competition across all of the common fundamentals between Us Equity and the related equities. This way, we can detect undervalued stocks with similar characteristics as Us Equity or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Us Equity's fundamental indicators could also be used in its relative valuation, which is a method of valuing Us Equity by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Us Equity to competition
FundamentalsUs EquityPeer Average
Year To Date Return2.33 %0.39 %
One Year Return26.49 %4.15 %
Three Year Return5.04 %3.60 %
Five Year Return12.63 %3.24 %
Net Asset3.66 M4.11 B
Minimum Initial Investment10 M976.16 K
Cash Position Weight0.78 %10.61 %
Equity Positions Weight99.22 %63.90 %

Us Equity Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as BGGKX . 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 Us Equity Buy or Sell Advice

When is the right time to buy or sell The Equity Growth? Buying financial instruments such as BGGKX 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 Us Equity 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 Beer and Liquor Thematic Idea Now

Beer and Liquor
Beer and Liquor Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Beer and Liquor theme has 30 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 Beer and Liquor Theme or any other thematic opportunities.
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Other Information on Investing in BGGKX Mutual Fund

Us Equity financial ratios help investors to determine whether BGGKX 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 BGGKX with respect to the benefits of owning Us Equity security.
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