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American Funds Buy Hold or Sell Recommendation

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CWGIX -- USA Fund  

USD 53.29  0.46  0.87%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding American Funds Capital World Gr is 'Hold'. Macroaxis provides American Funds buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding CWGIX positions. The advice algorithm takes into account all of American Funds Capital available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from CWGIX buy-and-hold prospective. Continue to American Funds Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell American FundsBuy American Funds
Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Analyst Consensus

Not Available
For the selected time horizon American Funds Capital World Gr has a risk adjusted performance of 0.0828, jensen alpha of 0.0823, total risk alpha of (0.003082), sortino ratio of 0.0051 and treynor ratio of (6.84)
Macroaxis buy, hold, or sell suggestion module provides unbiased buy, hold, or sell recommendation that can be used to complement current average analyst sentiment on American Funds Capital World Gr. Our buy, hold, or sell suggestion engine suggest current market data to analyse the entity potential to grow from the prospective of investors risk tolerance and investing horizon. Use American Funds Capital Price to Book, Five Year Return as well as the relationship between Five Year Return and Equity Positions Weight to make sure your buy or sell decision on American Funds Capital is adequate.

American Funds Trading Alerts and Improvement Suggestions

The fund generated five year return of -1.0%
American Funds Capital holds about 6.63% of its assets under management (AUM) in cash

American Funds Returns Distribution Density

Mean Return0.09Value At Risk1.55
Potential Upside1.00Standard Deviation0.89
 Return Density 
    
  Distribution 

American Funds Greeks

α
Alpha over DOW
=0.08
β
Beta against DOW=0.01
σ
Overall volatility
=0.91
Ir
Information ratio =0.0066

American Funds Volatility Alert

American Funds Capital World Gr has relatively low volatility with skewness of -0.93 and kurtosis of 5.31. However, we advise all investors to independently investigate American Funds Capital World Gr to ensure market all accessible information is consistent with the expectations about its upside potential and future risk-adjusted return.
    
 Better Than Average     
    
 Worse Than Average Compare American Funds to competition

American Funds Fundamental Vs Peers

FundamentalsAmerican FundsPeer Average
Price to Earning17.22 6.53 
Price to Book1.97 0.74 
Price to Sales1.58 0.61 
One Year Return(10.00) 4.15 
Three Year Return13.06 3.60 
Five Year Return(1.43) 3.24 
Ten Year Return7.49 1.79 
Net Asset100.57 B4.11 B
Minimum Initial Investment250976.16 K
Last Dividend Paid0.130.65
Cash Position Weight6.63 10.61 
Equity Positions Weight92.37 63.90 
Bond Positions Weight0.47 11.24