American Funds Lege Fund Manager Performance Evaluation

CTHAX Fund  USD 14.11  0.03  0.21%   
The fund shows a Beta (market volatility) of -0.0083, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning American Funds are expected to decrease at a much lower rate. During the bear market, American Funds is likely to outperform the market.

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in American Funds Lege are ranked lower than 20 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, American Funds is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more
1
The first-ever 3x levered bitcoin funds are launching in Europe next week. The timing couldnt be worse. - MarketWatch
11/21/2025
2
These Stock Funds Are Crushing the Market. Here Are Their Picks for 2026. - Barrons
12/18/2025
  

American Funds Relative Risk vs. Return Landscape

If you would invest  1,362  in American Funds Lege on November 23, 2025 and sell it today you would earn a total of  49.00  from holding American Funds Lege or generate 3.6% return on investment over 90 days. American Funds Lege is currently producing 0.0592% returns and takes up 0.2265% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than American, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon American Funds is expected to generate 1.91 times less return on investment than the market. But when comparing it to its historical volatility, the company is 3.29 times less risky than the market. It trades about 0.26 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.15 of returns per unit of risk over similar time horizon.

American Funds Current Valuation

Overvalued
Today
14.11
Please note that American Funds' price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. American Funds Lege shows a prevailing Real Value of $13.76 per share. The current price of the fund is $14.11. We determine the value of American Funds Lege from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since American Funds is currently traded on the exchange, buyers and sellers on that exchange determine the market value of American Mutual Fund. However, American Funds' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  14.11 Real  13.76 Hype  14.11 Naive  14.18
The intrinsic value of American Funds' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence American Funds' stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
13.76
Real Value
15.52
Upside
Estimating the potential upside or downside of American Funds Lege helps investors to forecast how American mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of American Funds more accurately as focusing exclusively on American Funds' fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
13.5014.0614.62
Details
Hype
Prediction
LowEstimatedHigh
13.8814.1114.34
Details
Naive
Forecast
LowNext ValueHigh
13.9514.1814.41
Details
Below is the normalized historical share price chart for American Funds Lege extending back to September 14, 2012. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of American Funds stands at 14.11, as last reported on the 21st of February, with the highest price reaching 14.11 and the lowest price hitting 14.11 during the day.
 
Yuan Drop
 
Covid
 
Interest Hikes

American Funds Target Price Odds to finish over Current Price

The tendency of American Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 14.11 90 days 14.11 
about 1.61
Based on a normal probability distribution, the odds of American Funds to move above the current price in 90 days from now is about 1.61 (This American Funds Lege probability density function shows the probability of American Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon American Funds Lege has a beta of -0.0083 suggesting as returns on the benchmark increase, returns on holding American Funds are expected to decrease at a much lower rate. During a bear market, however, American Funds Lege is likely to outperform the market. Additionally American Funds Lege has an alpha of 0.0345, implying that it can generate a 0.0345 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   American Funds Price Density   
       Price  

Predictive Modules for American Funds

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as American Funds Lege. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
13.8814.1114.34
Details
Intrinsic
Valuation
LowRealHigh
13.5313.7615.52
Details
Naive
Forecast
LowNextHigh
13.9514.1814.41
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
13.5014.0614.62
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as American Funds. Your research has to be compared to or analyzed against American Funds' peers to derive any actionable benefits. When done correctly, American Funds' competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in American Funds Lege.

American Funds Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. American Funds is not an exception. The market had few large corrections towards the American Funds' value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold American Funds Lege, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of American Funds within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.03
β
Beta against Dow Jones-0.0083
σ
Overall volatility
0.14
Ir
Information ratio -0.15

American Funds Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of American Funds for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for American Funds Lege can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
The fund holds about 5.76% of its assets under management (AUM) in cash

American Funds Fundamentals Growth

American Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of American Funds, and American Funds fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on American Mutual Fund performance.

About American Funds Performance

Evaluating American Funds' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if American Funds has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if American Funds has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The adviser will increasingly emphasize income and preservation of capital by investing a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The adviser will attempt to achieve the funds investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds.

Things to note about American Funds Lege performance evaluation

Checking the ongoing alerts about American Funds for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for American Funds Lege help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund holds about 5.76% of its assets under management (AUM) in cash
Evaluating American Funds' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate American Funds' mutual fund performance include:
  • Analyzing American Funds' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether American Funds' stock is overvalued or undervalued compared to its peers.
  • Examining American Funds' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating American Funds' management team can have a significant impact on its success or failure. Reviewing the track record and experience of American Funds' management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of American Funds' mutual fund. These opinions can provide insight into American Funds' potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating American Funds' mutual fund performance is not an exact science, and many factors can impact American Funds' mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

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.
Portfolio Diagnostics
Use generated alerts and portfolio events aggregator to diagnose current holdings
Piotroski F Score
Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals
Equity Valuation
Check real value of public entities based on technical and fundamental data
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance