Polaris Global Value Fund Buy Hold or Sell Recommendation
| PGVFX Fund | USD 31.69 0.03 0.09% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Polaris Global Value is 'Cautious Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Polaris Global Value given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Polaris Global Value, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Polaris 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 Polaris and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Polaris Global Value. 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.
Polaris |
Execute Polaris Global Buy or Sell Advice
The Polaris recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Polaris Global Value. Macroaxis does not own or have any residual interests in Polaris Global Value or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Polaris 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 | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Analyst Consensus | Not Available | Details |
Polaris Global Trading Alerts and Improvement Suggestions
| Polaris Global Value generated a negative expected return over the last 90 days | |
| The fund maintains 95.82% of its assets in stocks |
Polaris Global Returns Distribution Density
The distribution of Polaris Global's historical returns is an attempt to chart the uncertainty of Polaris Global's future price movements. The chart of the probability distribution of Polaris Global daily returns describes the distribution of returns around its average expected value. We use Polaris Global Value price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Polaris Global returns is essential to provide solid investment advice for Polaris Global.
| Mean Return | -0.11 | Value At Risk | -1.3 | Potential Upside | 0.88 | Standard Deviation | 0.79 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Polaris 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.
Polaris 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 Polaris Global or Polaris 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 Polaris 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 Polaris 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 | -0.13 | |
β | Beta against Dow Jones | 0.23 | |
σ | Overall volatility | 0.76 | |
Ir | Information ratio | -0.19 |
Polaris Global Volatility Alert
Polaris Global Value exhibits very low volatility with skewness of -1.02 and kurtosis of 4.38. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Polaris 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 Polaris 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.Polaris Global Fundamentals Vs Peers
Comparing Polaris 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 Polaris Global's direct or indirect competition across all of the common fundamentals between Polaris Global and the related equities. This way, we can detect undervalued stocks with similar characteristics as Polaris Global or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Polaris Global's fundamental indicators could also be used in its relative valuation, which is a method of valuing Polaris Global by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Polaris Global to competition |
| Fundamentals | Polaris Global | Peer Average |
| Price To Earning | 14.32 X | 6.53 X |
| Price To Book | 1.56 X | 0.74 X |
| Price To Sales | 0.99 X | 0.61 X |
| Annual Yield | 0.02 % | 0.29 % |
| Year To Date Return | 5.50 % | 0.39 % |
| One Year Return | 6.21 % | 4.15 % |
| Three Year Return | 2.54 % | 3.60 % |
| Five Year Return | 5.69 % | 3.24 % |
| Ten Year Return | 8.48 % | 1.79 % |
| Net Asset | 399.12 M | 4.11 B |
| Minimum Initial Investment | 2.5 K | 976.16 K |
| Cash Position Weight | 4.18 % | 10.61 % |
| Equity Positions Weight | 95.82 % | 63.90 % |
Polaris Global Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Polaris . 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 | 1.0 | |||
| Day Median Price | 31.69 | |||
| Day Typical Price | 31.69 | |||
| Price Action Indicator | (0.01) | |||
| Period Momentum Indicator | (0.03) |
About Polaris Global Buy or Sell Advice
When is the right time to buy or sell Polaris Global Value? Buying financial instruments such as Polaris 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 Polaris Mutual Fund
Polaris Global financial ratios help investors to determine whether Polaris 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 Polaris with respect to the benefits of owning Polaris Global security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data |