American Mutual Fund Quote

FCGTX -  USA Fund  

USD 20.96  0.34  1.60%

Market Performance
0 of 100
Odds Of Distress
Less than 3
American Funds is trading at 20.96 as of the 1st of December 2021; that is -1.6 percent down since the beginning of the trading day. The fund's open price was 21.3. American Funds has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for American Funds 2040 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 12th of December 2019 and ending today, the 1st of December 2021. Click here to learn more.
The investment seeks growth, income and conservation of capital. American Funds is traded on NASDAQ Exchange in the United States.. More on American Funds 2040

American Funds Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. American Funds' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding American Funds or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
American Funds 2040 generated a negative expected return over the last 90 days
The fund retains about 6.31% of its assets under management (AUM) in cash
Legal NameAmerican Funds 2040
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of American Funds' available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldFairly Valued
Beta In Three Year1.33
Startdate1st of January 2012
American Funds 2040 [FCGTX] is traded in USA and was established 1st of December 2021. The fund is listed under Target-Date 2040 category and is part of American Funds family. American Funds 2040 currently has accumulated 28.48 B in assets under management (AUM) with minimum initial investment of 1000 K. , while the total return for the last 3 years was 7.62%.
Check American Funds Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on American Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding American Funds , and the less return is expected.

Top American Funds 2040 Constituents

American Funds Target Price Odds Analysis

What are American Funds' target price odds to finish over the current price? Based on a normal probability distribution, the odds of American Funds jumping above the current price in 90 days from now is about 73.92%. The American Funds 2040 probability density function shows the probability of American Funds mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon American Funds has a beta of 0.7351. This usually indicates as returns on the market go up, American Funds average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding American Funds 2040 will be expected to be much smaller as well. Additionally, the company has an alpha of 0.0144, implying that it can generate a 0.0144 percent excess return over DOW after adjusting for the inherited market risk (beta).
 Odds Down 20.96HorizonTargetOdds Up 20.96 
25.61%90 days
 20.96 
73.92%
Based on a normal probability distribution, the odds of American Funds to move above the current price in 90 days from now is about 73.92 (This American Funds 2040 probability density function shows the probability of American Mutual Fund to fall within a particular range of prices over 90 days) .

American Funds 2040 Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. American Funds market risk premium is the additional return an investor will receive from holding American Funds long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in American Funds. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although American Funds' alpha and beta are two of the key measurements used to evaluate American Funds' performance over the market, the standard measures of volatility play an important role as well.

American Funds Against Markets

Picking the right benchmark for American Funds mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in American Funds mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for American Funds is critical whether you are bullish or bearish towards American Funds 2040 at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in American Funds without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Instant Ratings

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Please check Investing Opportunities. Note that the American Funds 2040 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 Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.

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When running American Funds 2040 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 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.
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Please note, there is a significant difference between American Funds' value and its price as these two are different measures arrived at by different means. Investors typically determine American Funds value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, American Funds' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.