Wasatch Hoisington Treasury Fund Buy Hold or Sell Recommendation

WHOSX Fund  USD 11.28  0.14  1.23%   
Assuming the 90 days horizon and your complete indifference towards market risk, our recommendation regarding Wasatch Hoisington Treasury Fund is 'Strong Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Wasatch Hoisington Treasury Fund given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Wasatch Hoisington Treasury Fund, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Wasatch Hoisington 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 Wasatch and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Wasatch Hoisington Treasury Fund. 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 Wasatch Hoisington Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Wasatch HoisingtonBuy Wasatch Hoisington
Strong Hold

Market Performance

Very WeakDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

OvervaluedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Almost neglects market trendsDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Wasatch Hoisington Treasury Fund has a Risk Adjusted Performance of (0.06), Jensen Alpha of (0.08), Total Risk Alpha of (0.31) and Treynor Ratio of 0.5241
Our recommendation tool can cross-verify current analyst consensus on Wasatch Hoisington and to analyze the fund potential to grow in the current economic cycle. Please utilize Wasatch Hoisington Treasury Fund annual yield and net asset to make buy, hold, or sell decision on Wasatch Hoisington.

Wasatch Hoisington Trading Alerts and Improvement Suggestions

Wasatch Hoisington generated a negative expected return over the last 90 days
Wasatch Hoisington generated five year return of -6.0%
This fund keeps about 98.77% of its net assets in bonds

Wasatch Hoisington Returns Distribution Density

The distribution of Wasatch Hoisington's historical returns is an attempt to chart the uncertainty of Wasatch Hoisington's future price movements. The chart of the probability distribution of Wasatch Hoisington daily returns describes the distribution of returns around its average expected value. We use Wasatch Hoisington Treasury Fund price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Wasatch Hoisington returns is essential to provide solid investment advice for Wasatch Hoisington.
Mean Return
-0.1
Value At Risk
-1.99
Potential Upside
1.38
Standard Deviation
1.09
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Wasatch Hoisington 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.

Wasatch Hoisington 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 Wasatch Hoisington or Wasatch 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 Wasatch Hoisington'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 Wasatch 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
-0.08
β
Beta against Dow Jones-0.2
σ
Overall volatility
1.11
Ir
Information ratio -0.22

Wasatch Hoisington Volatility Alert

Wasatch Hoisington Treasury Fund exhibits very low volatility with skewness of -0.04 and kurtosis of 0.77. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Wasatch Hoisington'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 Wasatch Hoisington'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.

Wasatch Hoisington Fundamentals Vs Peers

Comparing Wasatch Hoisington'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 Wasatch Hoisington's direct or indirect competition across all of the common fundamentals between Wasatch Hoisington and the related equities. This way, we can detect undervalued stocks with similar characteristics as Wasatch Hoisington or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Wasatch Hoisington's fundamental indicators could also be used in its relative valuation, which is a method of valuing Wasatch Hoisington by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Wasatch Hoisington to competition
FundamentalsWasatch HoisingtonPeer Average
Annual Yield0.05 %0.29 %
Year To Date Return0.63 %0.39 %
One Year Return1.35 %4.15 %
Three Year Return(14.20) %3.60 %
Five Year Return(6.15) %3.24 %
Ten Year Return9.19 %1.79 %
Net Asset279.74 M4.11 B
Minimum Initial Investment2 K976.16 K
Last Dividend Paid0.070.65
Cash Position Weight1.23 %10.61 %
Bond Positions Weight98.77 %11.24 %

Wasatch Hoisington Market Momentum

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

When is the right time to buy or sell Wasatch Hoisington Treasury Fund? Buying financial instruments such as Wasatch 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 Wasatch Hoisington 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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Stores
Stores Theme
Companies providing different types of retail and wholesale services. The Stores 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 Stores Theme or any other thematic opportunities.
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Other Information on Investing in Wasatch Mutual Fund

Wasatch Hoisington financial ratios help investors to determine whether Wasatch 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 Wasatch with respect to the benefits of owning Wasatch Hoisington security.
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