American Funds Competition
American Funds 2035 competes with Franklin Emerging, Rbc Emerging, Transamerica Emerging, Jhancock Diversified, and Ab All; as well as few others. The fund is listed under Target-Date 2035 category and is part of American Funds family. Analyzing American Funds competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of American Funds to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Your Equity Center to better understand how to build diversified portfolios. 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.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of American Funds competition on your existing holdings.
American |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of American Funds' price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
American Funds Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between American Funds and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of American and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of American Funds 2035 does not affect the price movement of the other competitor.
FEMDX | REMVX | TEOJX | JDJRX | AMTOX | LOTCX | POEIX | ||
FEMDX | 0.87 | 0.76 | 0.94 | 0.71 | 0.95 | 0.87 | FEMDX | |
REMVX | 0.87 | 0.92 | 0.86 | 0.81 | 0.86 | 0.95 | REMVX | |
TEOJX | 0.76 | 0.92 | 0.74 | 0.82 | 0.75 | 0.84 | TEOJX | |
JDJRX | 0.94 | 0.86 | 0.74 | 0.62 | 0.99 | 0.91 | JDJRX | |
AMTOX | 0.71 | 0.81 | 0.82 | 0.62 | 0.61 | 0.64 | AMTOX | |
LOTCX | 0.95 | 0.86 | 0.75 | 0.99 | 0.61 | 0.91 | LOTCX | |
POEIX | 0.87 | 0.95 | 0.84 | 0.91 | 0.64 | 0.91 | POEIX | |
FEMDX | REMVX | TEOJX | JDJRX | AMTOX | LOTCX | POEIX |
Click cells to compare fundamentals | Check Volatility | Backtest Portfolio |
Risk-Adjusted Indicators
There is a big difference between American Mutual Fund performing well and American Funds Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze American Funds' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
---|---|---|---|---|---|---|---|---|---|---|
FEMDX | 0.17 | 0.05 | (0.20) | 0.41 | 0.00 | 0.46 | 1.20 | |||
REMVX | 0.58 | (0.02) | (0.04) | 0.10 | 0.64 | 1.25 | 3.63 | |||
TEOJX | 0.66 | 0.03 | (0.08) | 0.25 | 0.79 | 1.23 | 3.55 | |||
JDJRX | 0.37 | 0.14 | 0.11 | 0.59 | 0.00 | 0.88 | 2.29 | |||
AMTOX | 0.43 | (0.07) | (0.12) | 0.05 | 0.58 | 0.92 | 2.27 | |||
LOTCX | 0.41 | 0.22 | 0.14 | (2.42) | 0.00 | 1.01 | 2.99 | |||
POEIX | 0.59 | 0.00 | (0.03) | 0.13 | 0.55 | 1.13 | 3.43 |
American Funds Competitive Analysis
The better you understand American Funds competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, American Funds' competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across American Funds' competition over several years is one of the best ways to analyze its investment potential.Better Than Average | Worse Than Peers | View Performance Chart |
American Funds Competition Performance Charts
Five steps to successful analysis of American Funds Competition
American Funds' competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by American Funds 2035 in relation to its competition. American Funds' competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of American Funds in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact American Funds' competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to American Funds 2035, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Complement your American Funds position
In addition to having American Funds 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 SPAC Thematic Idea Now
SPAC
Entities that are involved in raising capital, merging with and acquiring companies, and investing in private equity through leveraged buyouts. The SPAC theme has 25 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 SPAC Theme or any other thematic opportunities.
View All Next | Launch |
Check out American Funds Correlation with its peers.Note that the American Funds 2035 information on this page should be used as a complementary analysis to other American Funds' 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 Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.
Complementary Tools for American Mutual Fund analysis
When running American Funds' price analysis, check to measure American Funds' 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 Funds is operating at the current time. Most of American Funds' value examination focuses on studying past and present price action to predict the probability of American Funds' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move American Funds' price. Additionally, you may evaluate how the addition of American Funds to your portfolios can decrease your overall portfolio volatility.
Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
Bonds Directory Find actively traded corporate debentures issued by US companies | |
Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios | |
Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals |