American Funds Financial Statements From 2010 to 2024
| FSWFX Fund | USD 72.17 1.11 1.56% |
Check American Funds financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among American Funds' main balance sheet or income statement drivers, such as , as well as many indicators such as . American financial statements analysis is a perfect complement when working with American Funds Valuation or Volatility modules.
American |
American Funds Smallcap Mutual Fund Cash Position Weight Analysis
American Funds' Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current American Funds Cash Position Weight | 12.55 % |
Most of American Funds' fundamental indicators, such as Cash Position Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, American Funds Smallcap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
| Competition |
In accordance with the recently published financial statements, American Funds Smallcap has 12.55% in Cash Position Weight. This is 90.44% higher than that of the American Funds family and significantly higher than that of the World Small/Mid Stock category. The cash position weight for all United States funds is notably lower than that of the firm.
American Funds Smallcap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining American Funds's current stock value. Our valuation model uses many indicators to compare American Funds value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across American Funds competition to find correlations between indicators driving American Funds's intrinsic value. More Info.American Funds Smallcap is one of the top funds in annual yield among similar funds. It also is one of the top funds in net asset among similar funds making up about 8,086,884,674,157 of Net Asset per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the American Funds' earnings, one of the primary drivers of an investment's value.About American Funds Financial Statements
American Funds investors use historical fundamental indicators, such as American Funds' revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in American Funds. Please read more on our technical analysis and fundamental analysis pages.
Normally the fund invests at least 80 percent of its net assets in common stocks and other equity-type securities of companies with small market capitalizations, including growth-oriented stocks. Under normal circumstances, the fund will invest a significant portion of its assets outside the United States, including in emerging markets.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in American Mutual Fund
American Funds financial ratios help investors to determine whether American 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 American with respect to the benefits of owning American Funds security.
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