Alan Berro - Washington Mutual Fund Manager
| AWSHX Fund | USD 60.32 0.05 0.08% |
Alan N. Berro is an equity portfolio manager at Capital Group. He has 30 years of investment experience and was with Capital Group for 25 years. In this prior role as an equity investment analyst at Capital, he covered U.S. utilities, capital goods and machinery companies. Before joining Capital, he was a portfolio manager and utilities analyst for Fidelity Management and Research Company in Boston. He holds an MBA from Harvard Business School and a bachelors degree in economics from UCLA graduating magna cum laude. He also holds the CPA and CFA. Alan is based in Los Angeles.
| Phone | 800-421-4225 |
Washington Mutual Management Performance (%)
Similar Money Managers
| Found 2 records | One Year Return | ||
| Edward Fane | Morningstar Unconstrained Alloc | N/A | |
| John Mulquiney | Morningstar Unconstrained Alloc | N/A | |
Washington 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 Washington Mutual 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 | 3.41 X | ||||
| Price To Book | 3.08 X | ||||
| Price To Sales | 1.85 X | ||||
| Total Asset | 74.11 B | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 4.74 % | ||||
| One Year Return | 19.63 % | ||||
| Three Year Return | 9.01 % | ||||
| Five Year Return | 11.55 % | ||||
| Ten Year Return | 12.09 % |
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 Washington Mutual 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, Washington Mutual's short interest history, or implied volatility extrapolated from Washington Mutual options trading.
Pair Trading with Washington Mutual
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 Washington Mutual 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 Washington Mutual will appreciate offsetting losses from the drop in the long position's value.Moving together with Washington Mutual Fund
| 0.94 | AMECX | Income Fund | PairCorr |
| 0.97 | RNEBX | New World Fund | PairCorr |
| 0.96 | AMFCX | American Mutual | PairCorr |
| 0.96 | AMFFX | American Mutual | PairCorr |
| 0.94 | RNCCX | American Funds Me | PairCorr |
The ability to find closely correlated positions to Washington Mutual could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Washington Mutual 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 Washington Mutual - 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 Washington Mutual Investors to buy it.
The correlation of Washington Mutual 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 Washington Mutual moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Washington Mutual 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 Washington Mutual 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 Washington Mutual Investors. 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 rate. Note that the Washington Mutual information on this page should be used as a complementary analysis to other Washington Mutual'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 Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.