John Smet - American Balanced Fund Manager
AMBFX Fund | USD 33.80 0.21 0.63% |
John H. Smet is a fixedincome portfolio manager at Capital Group. He has 34 years of investment experience and 32 years at Capital. Earlier in his career, as a fixedincome investment analyst at Capital, John covered mortgagebacked securities and railroads. He holds an MBA in finance and a bachelors degree in economics from the University of WisconsinMadison. He also holds the Chartered Financial Analyst designation and is a member of the Los Angeles Society of Financial Analysts. John is based in Los Angeles.
Phone | 800-421-4225 |
American Balanced Management Performance (%)
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American Balanced Fund Leadership Team
Elected by the shareholders, the American Balanced's board of directors comprises two types of representatives: American Balanced inside directors who are chosen from within the company, and outside directors, selected externally and held independent of American. The board's role is to monitor American Balanced's management team and ensure that shareholders' interests are well served. American Balanced's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, American Balanced's outside directors are responsible for providing unbiased perspectives on the board's policies.
Paul Benjamin, Fund Manager | ||
John Smet, Fund Manager |
American Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is American Balanced a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
Price To Earning | 19.97 X | ||||
Price To Book | 2.67 X | ||||
Price To Sales | 1.91 X | ||||
Total Asset | 214.94 B | ||||
Annual Yield | 0.02 % | ||||
Year To Date Return | 5.85 % | ||||
One Year Return | 20.37 % | ||||
Three Year Return | 6.15 % | ||||
Five Year Return | 8.88 % | ||||
Ten Year Return | 10.17 % |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards American Balanced in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, American Balanced's short interest history, or implied volatility extrapolated from American Balanced options trading.
Pair Trading with American Balanced
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if American Balanced position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in American Balanced will appreciate offsetting losses from the drop in the long position's value.Moving together with American Mutual Fund
0.99 | STFGX | State Farm Growth | PairCorr |
0.89 | AMECX | Income Fund | PairCorr |
0.84 | REJTX | American Funds 2015 | PairCorr |
0.97 | RNEBX | New World Fund | PairCorr |
0.94 | AMFCX | American Mutual Fund | PairCorr |
The ability to find closely correlated positions to American Balanced could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace American Balanced when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back American Balanced - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling American Balanced Fund to buy it.
The correlation of American Balanced is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as American Balanced moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if American Balanced Fund moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for American Balanced can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in American Balanced Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census. Note that the American Balanced Fund information on this page should be used as a complementary analysis to other American Balanced's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.
Complementary Tools for American Mutual Fund analysis
When running American Balanced's price analysis, check to measure American Balanced's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy American Balanced is operating at the current time. Most of American Balanced's value examination focuses on studying past and present price action to predict the probability of American Balanced's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move American Balanced's price. Additionally, you may evaluate how the addition of American Balanced to your portfolios can decrease your overall portfolio volatility.
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