American Funds Financials
| RBACX Fund | USD 18.47 0.07 0.38% |
American |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
American Funds Fund Summary
American Funds competes with American Funds, American Funds, American Balanced, American Balanced, and American Balanced. The fund invests in a mix of American Funds in different combinations and weightings. The underlying American Funds may include growth, growth-and-income, equity-income, balanced and fixed income funds. Normally through its investments in the underlying funds, the fund will maintain at least 45 percent of the value of its net assets in common stocks and other equity investments and at least 25 percent of the value of its net assets in bonds and other debt securities . The fund will have exposure to growth-oriented common stocks.Specialization | Allocation--50% to 70% Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US02630Y1331 |
| Business Address | American Funds Portfolio |
| Mutual Fund Family | American Funds |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 421 4225 |
| Currency | USD - US Dollar |
American Funds Key Financial Ratios
American Financial Ratios 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 Balanced is rated below average in price to earning among similar funds. It also is rated below average in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for American Funds Balanced is roughly 7.04 . 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.American Funds Balanced Systematic Risk
American Funds' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. American Funds volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on American Funds Balanced correlated with the market. If Beta is less than 0 American Funds generally moves in the opposite direction as compared to the market. If American Funds Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one American Funds Balanced is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of American Funds is generally in the same direction as the market. If Beta > 1 American Funds moves generally in the same direction as, but more than the movement of the benchmark.
American Funds November 22, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of American Funds help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of American Funds Balanced. We use our internally-developed statistical techniques to arrive at the intrinsic value of American Funds Balanced based on widely used predictive technical indicators. In general, we focus on analyzing American Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build American Funds's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5243 | |||
| Information Ratio | (0.19) | |||
| Maximum Drawdown | 2.29 | |||
| Value At Risk | (0.81) | |||
| Potential Upside | 0.8095 |
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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