Kopernik Global All Cap Fund Buy Hold or Sell Recommendation
| KGGAX Fund | USD 12.11 0.09 0.74% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Kopernik Global All Cap is 'Cautious Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Kopernik Global All Cap given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Kopernik Global All Cap, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Kopernik Global 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 Kopernik and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Kopernik Global All Cap. 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 nation.
Kopernik |
Execute Kopernik Global Buy or Sell Advice
The Kopernik recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Kopernik Global All Cap. Macroaxis does not own or have any residual interests in Kopernik Global All Cap or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Kopernik Global's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Analyst Consensus | Not Available | Details |
Kopernik Global Trading Alerts and Improvement Suggestions
| Kopernik Global All generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Scotiabank Upgrades Newmont Corporation - Depositary Receipt - MSN | |
| The fund maintains about 5.93% of its assets in cash |
Kopernik Global Returns Distribution Density
The distribution of Kopernik Global's historical returns is an attempt to chart the uncertainty of Kopernik Global's future price movements. The chart of the probability distribution of Kopernik Global daily returns describes the distribution of returns around its average expected value. We use Kopernik Global All Cap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Kopernik Global returns is essential to provide solid investment advice for Kopernik Global.
| Mean Return | -0.001 | Value At Risk | -1.26 | Potential Upside | 1.43 | Standard Deviation | 0.74 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Kopernik Global 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.
Kopernik Global 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 Kopernik Global or Kopernik 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 Kopernik Global'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 Kopernik 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 Jones | 0.11 | |
σ | Overall volatility | 0.73 | |
Ir | Information ratio | -0.14 |
Kopernik Global Volatility Alert
Kopernik Global All Cap exhibits very low volatility with skewness of 0.06 and kurtosis of -0.32. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Kopernik Global'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 Kopernik Global'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.Kopernik Global Fundamentals Vs Peers
Comparing Kopernik Global'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 Kopernik Global's direct or indirect competition across all of the common fundamentals between Kopernik Global and the related equities. This way, we can detect undervalued stocks with similar characteristics as Kopernik Global or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Kopernik Global's fundamental indicators could also be used in its relative valuation, which is a method of valuing Kopernik Global by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Kopernik Global to competition |
| Fundamentals | Kopernik Global | Peer Average |
| Price To Earning | 10.69 X | 6.53 X |
| Price To Book | 0.64 X | 0.74 X |
| Price To Sales | 0.72 X | 0.61 X |
| Annual Yield | 0.04 % | 0.29 % |
| Year To Date Return | 3.33 % | 0.39 % |
| One Year Return | 7.09 % | 4.15 % |
| Three Year Return | 2.39 % | 3.60 % |
| Five Year Return | 11.85 % | 3.24 % |
| Net Asset | 2.1 B | 4.11 B |
| Cash Position Weight | 5.93 % | 10.61 % |
| Equity Positions Weight | 87.51 % | 63.90 % |
Kopernik Global Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Kopernik . 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 | 12.11 | |||
| Day Typical Price | 12.11 | |||
| Price Action Indicator | (0.04) | |||
| Period Momentum Indicator | (0.09) |
About Kopernik Global Buy or Sell Advice
When is the right time to buy or sell Kopernik Global All Cap? Buying financial instruments such as Kopernik 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 Kopernik Mutual Fund
Kopernik Global financial ratios help investors to determine whether Kopernik 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 Kopernik with respect to the benefits of owning Kopernik Global security.
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |