American Funds Financial Statements From 2010 to 2024

FWBCX Fund  USD 16.16  0.09  0.56%   
American Funds financial statements provide useful quarterly and yearly information to potential American Funds Capital investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on American Funds financial statements helps investors assess American Funds' valuation, profitability, and current liquidity needs. Key fundamental drivers impacting American Funds' valuation are summarized below:
American Funds Capital does not presently have any fundamental signals for analysis.
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.
  
This module can also supplement various American Funds Technical models . Check out the analysis of American Funds Correlation against competitors.

American Funds Capital 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.

Cash Percentage

 = 

% of Cash

in the fund

More About Cash Position Weight | All Equity Analysis

Current American Funds Cash Position Weight

    
  7.78 %  
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 Capital 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 Capital has 7.78% in Cash Position Weight. This is 18.06% higher than that of the American Funds family and significantly higher than that of the World Bond category. The cash position weight for all United States funds is notably lower than that of the firm.

American Funds Capital 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 Capital is one of the top funds in net asset among similar funds. It also is one of the top funds in last dividend paid among similar funds . The ratio of Net Asset to Last Dividend Paid for American Funds Capital is about  89,000,000,000 . 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.
The fund will invest at least 80 percent of its assets in bonds and other debt securities, which may be represented by derivatives. It invests primarily in debt securities, including asset-backed and mortgage-backed securities and securities of governmental, supranational and corporate issuers denominated in various currencies, including U.S. dollars.

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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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