Balanced Fund Class Fund Buy Hold or Sell Recommendation
| JBAFX Fund | USD 28.89 0.15 0.52% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Balanced Fund Class is 'Not Rated'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Balanced Fund Class given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Balanced Fund Class, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Balanced Fund 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 Balanced and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Balanced Fund Class. 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 census.
Balanced |
Execute Balanced Fund Buy or Sell Advice
The Balanced recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Balanced Fund Class. Macroaxis does not own or have any residual interests in Balanced Fund Class or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Balanced Fund's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Sell
Market Performance | Very Weak | Details | |
Volatility | Out of control | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Analyst Consensus | Not Available | Details |
Balanced Fund Trading Alerts and Improvement Suggestions
| Balanced Fund Class generated a negative expected return over the last 90 days |
Balanced Fund Returns Distribution Density
The distribution of Balanced Fund's historical returns is an attempt to chart the uncertainty of Balanced Fund's future price movements. The chart of the probability distribution of Balanced Fund daily returns describes the distribution of returns around its average expected value. We use Balanced Fund Class price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Balanced Fund returns is essential to provide solid investment advice for Balanced Fund.
| Mean Return | -0.02 | Value At Risk | -0.82 | Potential Upside | 0.80 | Standard Deviation | 0.58 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Balanced Fund 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.
Balanced Fund 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 Balanced Fund or John Hancock 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 Balanced Fund'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 Balanced 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 | -0.03 | |
β | Beta against Dow Jones | 0.05 | |
σ | Overall volatility | 0.58 | |
Ir | Information ratio | -0.07 |
Balanced Fund Volatility Alert
Balanced Fund Class exhibits very low volatility with skewness of -1.26 and kurtosis of 3.68. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Balanced Fund'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 Balanced Fund'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.Balanced Fund Fundamentals Vs Peers
Comparing Balanced Fund'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 Balanced Fund's direct or indirect competition across all of the common fundamentals between Balanced Fund and the related equities. This way, we can detect undervalued stocks with similar characteristics as Balanced Fund or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Balanced Fund's fundamental indicators could also be used in its relative valuation, which is a method of valuing Balanced Fund by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Balanced Fund to competition |
| Fundamentals | Balanced Fund | Peer Average |
| Price To Earning | 4.94 X | 6.53 X |
| Price To Book | 2.50 X | 0.74 X |
| Price To Sales | 1.68 X | 0.61 X |
| Annual Yield | 0.02 % | 0.29 % |
| Year To Date Return | 14.34 % | 0.39 % |
| One Year Return | 13.90 % | 4.15 % |
| Three Year Return | 4.48 % | 3.60 % |
| Five Year Return | 8.70 % | 3.24 % |
| Ten Year Return | 8.58 % | 1.79 % |
| Net Asset | 1.99 B | 4.11 B |
| Last Dividend Paid | 0.07 | 0.65 |
| Cash Position Weight | 2.89 % | 10.61 % |
| Equity Positions Weight | 57.85 % | 63.90 % |
| Bond Positions Weight | 3.23 % | 11.24 % |
Balanced Fund Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Balanced . 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 | 28.89 | |||
| Day Typical Price | 28.89 | |||
| Price Action Indicator | 0.075 | |||
| Period Momentum Indicator | 0.15 | |||
| Relative Strength Index | 41.95 |
About Balanced Fund Buy or Sell Advice
When is the right time to buy or sell Balanced Fund Class? Buying financial instruments such as Balanced 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 Balanced Fund 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 Office Supplies Thematic Idea Now
Office Supplies
Companies producing and selling office supplies, and accessories. The Office Supplies theme has 41 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 Office Supplies Theme or any other thematic opportunities.
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Other Information on Investing in Balanced Mutual Fund
Balanced Fund financial ratios help investors to determine whether Balanced 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 Balanced with respect to the benefits of owning Balanced Fund security.
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