American Beacon Cash Position Weight vs. Ten Year Return
| ALVCX Fund | USD 23.13 0.01 0.04% |
For American Beacon profitability analysis, we use financial ratios and fundamental drivers that measure the ability of American Beacon to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well American Beacon Large utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between American Beacon's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of American Beacon Large over time as well as its relative position and ranking within its peers.
American |
American Beacon Large Ten Year Return vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining American Beacon's current stock value. Our valuation model uses many indicators to compare American Beacon value to that of its competitors to determine the firm's financial worth. American Beacon Large is the top fund in cash position weight among similar funds. It is second largest fund in ten year return among similar funds reporting about 2.32 of Ten Year Return per Cash Position Weight. Comparative valuation analysis is a catch-all model that can be used if you cannot value American Beacon by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for American Beacon's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the American Beacon's earnings, one of the primary drivers of an investment's value.American Ten Year Return vs. Cash Position Weight
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
American Beacon |
| = | 3.37 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
American Beacon |
| = | 7.82 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
American Ten Year Return Comparison
American Beacon is currently under evaluation in ten year return among similar funds.
American Beacon Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in American Beacon, profitability is also one of the essential criteria for including it into their portfolios because, without profit, American Beacon will eventually generate negative long term returns. The profitability progress is the general direction of American Beacon's change in net profit over the period of time. It can combine multiple indicators of American Beacon, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Under normal circumstances, at least 80 percent of the funds net assets are invested in equity securities of large market capitalization U.S. companies. These companies have market capitalizations within the market capitalization range of the companies in the Russell 1000 Index at the time of investment.
American Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on American Beacon. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of American Beacon position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the American Beacon's important profitability drivers and their relationship over time.
Use American Beacon in pair-trading
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 Beacon 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 Beacon will appreciate offsetting losses from the drop in the long position's value.American Beacon Pair Trading
American Beacon Large Pair Trading Analysis
The ability to find closely correlated positions to American Beacon 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 Beacon 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 Beacon - 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 Beacon Large to buy it.
The correlation of American Beacon 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 Beacon moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if American Beacon Large 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 Beacon 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.Use Investing Themes to Complement your American Beacon position
In addition to having American Beacon in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Healthcare Thematic Idea Now
Healthcare
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Healthcare theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Healthcare Theme or any other thematic opportunities.
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Check out Trending Equities. Note that the American Beacon Large information on this page should be used as a complementary analysis to other American Beacon'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 Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.
To fully project American Beacon's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of American Beacon Large at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include American Beacon's income statement, its balance sheet, and the statement of cash flows.