Sp Smallcap Index Fund Buy Hold or Sell Recommendation

SMCIX Fund  USD 21.12  0.19  0.91%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Sp Smallcap Index is 'Strong Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Sp Smallcap Index given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Sp Smallcap Index, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Sp Smallcap 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 SMCIX and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Sp Smallcap Index. 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 gross domestic product.

Execute Sp Smallcap Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Sp SmallcapBuy Sp Smallcap
Strong Hold

Market Performance

Very WeakDetails

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 Sp Smallcap Index has a Risk Adjusted Performance of (0.13), Jensen Alpha of (0.19), Total Risk Alpha of (0.17) and Treynor Ratio of (0.37)
Our advice module complements current analysts and expert consensus on Sp Smallcap Index. It analyzes the fund potential to grow using all fundamental, technical, and market related data available now. Use Sp Smallcap Index price to earning, year to date return, as well as the relationship between the Year To Date Return and minimum initial investment to ensure your buy or sell decision on Sp Smallcap Index is adequate.

Sp Smallcap Trading Alerts and Improvement Suggestions

Sp Smallcap Index generated a negative expected return over the last 90 days
The fund maintains 99.1% of its assets in stocks

Sp Smallcap Returns Distribution Density

The distribution of Sp Smallcap's historical returns is an attempt to chart the uncertainty of Sp Smallcap's future price movements. The chart of the probability distribution of Sp Smallcap daily returns describes the distribution of returns around its average expected value. We use Sp Smallcap Index price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Sp Smallcap returns is essential to provide solid investment advice for Sp Smallcap.
Mean Return
-0.19
Value At Risk
-1.48
Potential Upside
1.40
Standard Deviation
1.02
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Sp Smallcap 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.

Sp Smallcap 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 Sp Smallcap or Shelton Capital Management 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 Sp Smallcap'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 SMCIX 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
-0.19
β
Beta against Dow Jones0.54
σ
Overall volatility
1.02
Ir
Information ratio -0.17

Sp Smallcap Volatility Alert

Sp Smallcap Index exhibits very low volatility with skewness of -0.89 and kurtosis of 2.3. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Sp Smallcap'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 Sp Smallcap'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.

Sp Smallcap Fundamentals Vs Peers

Comparing Sp Smallcap'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 Sp Smallcap's direct or indirect competition across all of the common fundamentals between Sp Smallcap and the related equities. This way, we can detect undervalued stocks with similar characteristics as Sp Smallcap or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Sp Smallcap's fundamental indicators could also be used in its relative valuation, which is a method of valuing Sp Smallcap by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Sp Smallcap to competition
FundamentalsSp SmallcapPeer Average
Price To Earning20.58 X6.53 X
Price To Book1.98 X0.74 X
Price To Sales1.02 X0.61 X
Annual Yield0.01 %0.29 %
Year To Date Return1.56 %0.39 %
One Year Return8.24 %4.15 %
Three Year Return3.31 %3.60 %
Five Year Return7.81 %3.24 %
Ten Year Return9.73 %1.79 %
Net Asset51.91 M4.11 B
Minimum Initial Investment1 K976.16 K
Last Dividend Paid0.030.65
Cash Position Weight0.90 %10.61 %
Equity Positions Weight99.10 %63.90 %

Sp Smallcap Market Momentum

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

When is the right time to buy or sell Sp Smallcap Index? Buying financial instruments such as SMCIX 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 Sp Smallcap 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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Precious Metals ETFs
Precious Metals ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Precious Metals ETFs theme has 30 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 Precious Metals ETFs Theme or any other thematic opportunities.
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Other Information on Investing in SMCIX Mutual Fund

Sp Smallcap financial ratios help investors to determine whether SMCIX 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 SMCIX with respect to the benefits of owning Sp Smallcap security.
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