Northern Quality Esg Fund Buy Hold or Sell Recommendation

NUESX Fund  USD 21.14  0.16  0.75%   
Assuming the 90 days horizon and your way above-average risk tolerance, our recommendation regarding Northern Quality Esg is 'Strong Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Northern Quality Esg given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Northern Quality Esg, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Northern Quality 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 Northern and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Northern Quality Esg. 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 state.

Execute Northern Quality Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Northern QualityBuy Northern Quality
Strong Hold

Market Performance

InsignificantDetails

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 Northern Quality Esg has a Risk Adjusted Performance of 0.0335, Jensen Alpha of 0.0047, Total Risk Alpha of 0.0012, Sortino Ratio of (0.0007) and Treynor Ratio of 0.0284
Our advice module complements current analysts and expert consensus on Northern Quality Esg. It analyzes the fund potential to grow using all fundamental, technical, and market related data available at the time. Please exercise Northern Quality Esg number of employees and five year return to make buy, hold, or sell decision on Northern Quality Esg.

Northern Quality Trading Alerts and Improvement Suggestions

The fund maintains 99.85% of its assets in stocks

Northern Quality Returns Distribution Density

The distribution of Northern Quality's historical returns is an attempt to chart the uncertainty of Northern Quality's future price movements. The chart of the probability distribution of Northern Quality daily returns describes the distribution of returns around its average expected value. We use Northern Quality Esg price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Northern Quality returns is essential to provide solid investment advice for Northern Quality.
Mean Return
0.03
Value At Risk
-1
Potential Upside
0.85
Standard Deviation
0.73
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Northern Quality 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.

Northern Quality 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 Northern Quality or Northern 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 Northern Quality'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 Northern 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
β
Beta against Dow Jones0.76
σ
Overall volatility
0.73
Ir
Information ratio -0.0009

Northern Quality Volatility Alert

Northern Quality Esg has low volatility with Treynor Ratio of 0.03, Maximum Drawdown of 5.29 and kurtosis of 4.88. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Northern Quality'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 Northern Quality'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.

Northern Quality Fundamentals Vs Peers

Comparing Northern Quality'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 Northern Quality's direct or indirect competition across all of the common fundamentals between Northern Quality and the related equities. This way, we can detect undervalued stocks with similar characteristics as Northern Quality or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Northern Quality's fundamental indicators could also be used in its relative valuation, which is a method of valuing Northern Quality by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Northern Quality to competition
FundamentalsNorthern QualityPeer Average
Annual Yield0.01 %0.29 %
Year To Date Return21.86 %0.39 %
One Year Return23.47 %4.15 %
Three Year Return9.00 %3.60 %
Five Year Return14.40 %3.24 %
Net Asset33.88 M4.11 B
Last Dividend Paid0.040.65
Cash Position Weight0.15 %10.61 %
Equity Positions Weight99.85 %63.90 %

Northern Quality Market Momentum

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

When is the right time to buy or sell Northern Quality Esg? Buying financial instruments such as Northern 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 Northern Quality 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?

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Funds or Etfs that invest most of their assets into speculative (junk) bonds or to other fixed income instruments with interest rates 3 to 4 percentage points above government issues. The Junk Bonds Funds theme has 38 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 Junk Bonds Funds Theme or any other thematic opportunities.
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Other Information on Investing in Northern Mutual Fund

Northern Quality financial ratios help investors to determine whether Northern 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 Northern with respect to the benefits of owning Northern Quality security.
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