American Funds Buy Hold or Sell Recommendation

RNEBX -- USA Fund  

USD 62.27  1.11  1.75%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding American Funds New World R2E is 'Strong 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 RNEBX positions. The advice algorithm takes into account all of American Funds New available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from RNEBX buy-and-hold prospective. Additionally take a look at American Funds Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with current analyst consensus.

Time Horizon

Risk Tolerance

Execute Advice
Sell American FundsBuy American Funds
Strong Hold


Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Currently Unavailable
For the selected time horizon American Funds New World R2E has a risk adjusted performance of 0.12, jensen alpha of 0.22, total risk alpha of 0.22, sortino ratio of 0.0 and treynor ratio of 0.35
Macroaxis provides unbiased buy, hold, or sell recommendation on American Funds New that should be used to complement current analysts and expert consensus on American Funds New World R2E. Our buy or sell advice engine determines the fund potential to grow exclusively from the prospective of investors current risk tolerance and investing horizon. Use American Funds New Number of Employees, Ten Year Return as well as the relationship between Ten Year Return and Equity Positions Weight to make sure your buy or sell decision on American Funds New is adequate.

Returns Distribution Density

Mean Return0.21Value At Risk1.75
Potential Upside0.74Standard Deviation0.75
 Return Density 

American Funds Greeks

Alpha over DOW
Beta against DOW=0.63
Overall volatility
Information ratio =0.29

American Funds Volatility Alert

American Funds New World R2E exhibits very low volatility with skewness of -1.34 and kurtosis of 2.93. However, we advise investors to further study American Funds New World R2E technical indicators to make sure all market info is available and is reliable.
 Better Than Average     
 Worse Than Average Compare American Funds to competition

American Funds Fundamental Vs Peers

FundamentalsAmerican FundsPeer Average
Price to Earning18.23 times7.60 times
Price to Book2.07 times1.04 times
Price to Sales1.65 times1.03 times
One Year Return(1.71) % 2.30 %
Three Year Return4.75 % 3.97 %
Five Year Return4.55 % 1.27 %
Ten Year Return8.30 % 1.17 %
Net Asset36.14 B1.37 B
Minimum Initial Investment2508.09 M
Last Dividend Paid0.031.05
Cash Position Weight7.36 % 14.48 %
Equity Positions Weight87.35 % 40.68 %
Bond Positions Weight4.61 % 14.72 %

American Funds Alerts

Trading Alerts and Improvement Suggestions
American Funds New generates negative expected return over the last 30 days
The fund maintains about 7.36% of its assets in cash
Additionally take a look at American Funds Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with current analyst consensus. Please also try Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.