Equity Income Fund Buy Hold or Sell Recommendation

PEIIX Fund  USD 45.37  0.15  0.33%   
Assuming the 90 days horizon and complete risk avoidance on your part, our recommendation regarding Equity Income Fund is 'Strong Sell'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Equity Income Fund given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Equity Income Fund, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Equity Income 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 Equity and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Equity Income 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 gross domestic product.

Execute Equity Income Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Equity IncomeBuy Equity Income
Strong Sell

Market Performance

SolidDetails

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 Equity Income Fund has a Mean Deviation of 0.49, Semi Deviation of 0.2915, Standard Deviation of 0.6242, Variance of 0.3896, Downside Variance of 0.2513 and Semi Variance of 0.085
Equity Income advice module can be used to check and cross-verify current investment recommendation provided by analysts reviewing the fund's potential to grow using all of fundamental, technical, data market data available at the time. Use Equity Income price to book, one year return, as well as the relationship between the One Year Return and cash position weight to ensure your buy or sell decision on Equity Income is adequate.

Equity Income Trading Alerts and Improvement Suggestions

The fund maintains 98.23% of its assets in stocks

Equity Income Returns Distribution Density

The distribution of Equity Income's historical returns is an attempt to chart the uncertainty of Equity Income's future price movements. The chart of the probability distribution of Equity Income daily returns describes the distribution of returns around its average expected value. We use Equity Income Fund price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Equity Income returns is essential to provide solid investment advice for Equity Income.
Mean Return
0.11
Value At Risk
-0.76
Potential Upside
1.18
Standard Deviation
0.62
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Equity Income 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.

Equity Income 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 Equity Income or Principal 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 Equity Income'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 Equity 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
-0.0046
β
Beta against Dow Jones0.75
σ
Overall volatility
0.62
Ir
Information ratio -0.06

Equity Income Volatility Alert

Equity Income Fund exhibits very low volatility with skewness of 0.83 and kurtosis of 1.23. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Equity Income'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 Equity Income'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.

Equity Income Fundamentals Vs Peers

Comparing Equity Income'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 Equity Income's direct or indirect competition across all of the common fundamentals between Equity Income and the related equities. This way, we can detect undervalued stocks with similar characteristics as Equity Income or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Equity Income's fundamental indicators could also be used in its relative valuation, which is a method of valuing Equity Income by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Equity Income to competition
FundamentalsEquity IncomePeer Average
Price To Earning18.86 X6.53 X
Price To Book2.39 X0.74 X
Price To Sales1.62 X0.61 X
Annual Yield0.02 %0.29 %
Year To Date Return23.14 %0.39 %
One Year Return29.39 %4.15 %
Three Year Return8.42 %3.60 %
Five Year Return10.52 %3.24 %
Ten Year Return10.89 %1.79 %
Net Asset8.86 B4.11 B
Last Dividend Paid0.160.65
Cash Position Weight1.77 %10.61 %
Equity Positions Weight98.23 %63.90 %

Equity Income Market Momentum

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

When is the right time to buy or sell Equity Income Fund? Buying financial instruments such as Equity 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 Equity Income 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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Music and Video Theme
Companies specializing in music, video and movie production and distribution. The Music and Video theme has 35 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 Music and Video Theme or any other thematic opportunities.
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Other Information on Investing in Equity Mutual Fund

Equity Income financial ratios help investors to determine whether Equity 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 Equity with respect to the benefits of owning Equity Income security.
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