Broadview Opportunity Fund Buy Hold or Sell Recommendation

BVAOX Fund  USD 13.20  0.04  0.30%   
Assuming the 90 days horizon and your typical level of risk aversion, our recommendation regarding Broadview Opportunity Fund is 'Strong Buy'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Broadview Opportunity Fund given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Broadview Opportunity Fund, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Broadview Opportunity 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 Broadview and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Broadview Opportunity 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 persons.

Execute Broadview Opportunity Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Broadview OpportunityBuy Broadview Opportunity
Strong Buy

Market Performance

SolidDetails

Volatility

Very steadyDetails

Hype Condition

Low keyDetails

Current Valuation

UndervaluedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Almost mirrors the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Broadview Opportunity Fund has a Risk Adjusted Performance of 0.1724, Jensen Alpha of 0.0659, Total Risk Alpha of 0.0353, Sortino Ratio of 0.0986 and Treynor Ratio of 0.1941
Our trade advice tool can cross-verify current analyst consensus on Broadview Opportunity and to analyze the fund potential to grow in the current economic cycle. Use Broadview Opportunity year to date return and cash position weight to ensure your buy or sell decision on Broadview Opportunity is adequate.

Broadview Opportunity Trading Alerts and Improvement Suggestions

The fund holds about 5.98% of its assets under management (AUM) in cash

Broadview Opportunity Returns Distribution Density

The distribution of Broadview Opportunity's historical returns is an attempt to chart the uncertainty of Broadview Opportunity's future price movements. The chart of the probability distribution of Broadview Opportunity daily returns describes the distribution of returns around its average expected value. We use Broadview Opportunity Fund price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Broadview Opportunity returns is essential to provide solid investment advice for Broadview Opportunity.
Mean Return
0.23
Value At Risk
-1.06
Potential Upside
1.77
Standard Deviation
1.01
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Broadview Opportunity 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.

Broadview Opportunity 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 Broadview Opportunity or Madison 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 Broadview Opportunity'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 Broadview 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
0.07
β
Beta against Dow Jones1.15
σ
Overall volatility
0.99
Ir
Information ratio 0.09

Broadview Opportunity Volatility Alert

Broadview Opportunity Fund has low volatility with Treynor Ratio of 0.19, Maximum Drawdown of 5.42 and kurtosis of 3.65. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Broadview Opportunity'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 Broadview Opportunity'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.

Broadview Opportunity Fundamentals Vs Peers

Comparing Broadview Opportunity'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 Broadview Opportunity's direct or indirect competition across all of the common fundamentals between Broadview Opportunity and the related equities. This way, we can detect undervalued stocks with similar characteristics as Broadview Opportunity or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Broadview Opportunity's fundamental indicators could also be used in its relative valuation, which is a method of valuing Broadview Opportunity by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Broadview Opportunity to competition
FundamentalsBroadview OpportunityPeer Average
Price To Earning20.78 X6.53 X
Price To Book2.10 X0.74 X
Price To Sales1.33 X0.61 X
Year To Date Return28.84 %0.39 %
One Year Return43.01 %4.15 %
Three Year Return4.67 %3.60 %
Five Year Return11.12 %3.24 %
Ten Year Return8.53 %1.79 %
Net Asset183.15 M4.11 B
Cash Position Weight5.98 %10.61 %
Equity Positions Weight94.02 %63.90 %

Broadview Opportunity Market Momentum

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

When is the right time to buy or sell Broadview Opportunity Fund? Buying financial instruments such as Broadview 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 Broadview Opportunity 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.

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Run Business Services Thematic Idea Now

Business Services
Business Services Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Business Services theme has 61 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 Business Services Theme or any other thematic opportunities.
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Other Information on Investing in Broadview Mutual Fund

Broadview Opportunity financial ratios help investors to determine whether Broadview 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 Broadview with respect to the benefits of owning Broadview Opportunity security.
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