AMERICAN Mutual Fund Quote

Mutual Funds . USA . 
Fund . AMERICAN FUNDS 2035
RBEFX Fund  USD 15.68  0.14  0.90%   

Market Performance

6 of 100

Odds Of Distress

Less than 1

AMERICAN FUNDS is trading at 15.68 as of the 30th of March 2023; that is 0.90 percent increase since the beginning of the trading day. The fund's open price was 15.54. AMERICAN FUNDS has a very small chance of experiencing financial distress in the next few years but had a somewhat modest performance during the last 90 days. Equity ratings for AMERICAN FUNDS 2035 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of February 2023 and ending today, the 30th of March 2023. Click here to learn more.
ISIN
US02631C4785
The investment seeks growth, income and conservation of capital. American Funds is traded on NASDAQ Exchange in the United States. More on AMERICAN FUNDS 2035

Moving together with AMERICAN FUNDS

+0.86VTTHXVANGUARD TARGET RETIPairCorr
+1.0RBFTXAMERICAN FUNDS 2035PairCorr
+1.0RAFTXAMERICAN FUNDS 2035PairCorr
+1.0FDFTXAMERICAN FUNDS 2035PairCorr
+1.0REFTXAMERICAN FUNDS 2035PairCorr
+1.0RDFTXAMERICAN FUNDS 2035PairCorr
+0.83RFFTXAMERICAN FUNDS 2035PairCorr

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. AMERICAN FUNDS's 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.
Fama & French Classification
AMERICAN FUNDS 2035
Build Portfolio
Macroaxis Advice
The 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's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldFairly Valued
Startdate1st of January 2012
AMERICAN FUNDS 2035 [RBEFX] is traded in USA and was established 30th of March 2023. The fund is listed under Target-Date 2035 category and is part of American Funds family. AMERICAN FUNDS 2035 at this time has accumulated 32.13 B in assets with no minimum investment requirements, while the total return for the last 3 years was 6.63%.
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 Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as AMERICAN FUNDS 2035 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top AMERICAN FUNDS 2035 Mutual Fund Constituents

RAFGXAMCAP FUND CLASSMutual FundLarge Growth
RFNGXAMERICAN FUNDS FUNDAMENTALMutual FundLarge Blend
RGAGXGROWTH FUND OFMutual FundLarge Growth
RGBGXAMERICAN FUNDS GLOBALMutual FundWorld Allocation
RGVGXUS GOVERNMENT SECURITIESMutual FundIntermediate Government
RICGXINVESTMENT OF AMERICAMutual FundLarge Blend
RLBGXAMERICAN BALANCED FUNDMutual FundAllocation--50% to 70% Equity
More Details

AMERICAN FUNDS Target Price Odds Analysis

Based on a normal probability distribution, the odds of AMERICAN FUNDS jumping above the current price in 90 days from now is about 42.91%. The AMERICAN FUNDS 2035 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 0.5854 indicating 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 2035 will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. AMERICAN FUNDS 2035 is significantly underperforming NYSE Composite.
  Odds Below 15.68HorizonTargetOdds Above 15.68
56.50%90 days
 15.68 
42.91%
Based on a normal probability distribution, the odds of AMERICAN FUNDS to move above the current price in 90 days from now is about 42.91 (This AMERICAN FUNDS 2035 probability density function shows the probability of AMERICAN Mutual Fund to fall within a particular range of prices over 90 days) .

AMERICAN FUNDS 2035 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's alpha and beta are two of the key measurements used to evaluate AMERICAN FUNDS's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation0.5977
Standard Deviation0.8667
Variance0.7512
Risk Adjusted Performance(0.018801)

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 2035 at a given time.
 Competition   Compare Correlations

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 the 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.

Did you try this?

Run Alpha Finder Now

   

Alpha Finder

Use alpha and beta coefficients to find investment opportunities after accounting for the risk
All  Next Launch Module

How to buy AMERICAN Mutual Fund?

Before investing in AMERICAN FUNDS, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in AMERICAN FUNDS. To buy AMERICAN FUNDS fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of AMERICAN FUNDS. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase AMERICAN FUNDS fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located AMERICAN FUNDS 2035 fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased AMERICAN FUNDS 2035 fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as AMERICAN FUNDS 2035, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in AMERICAN FUNDS 2035?

The danger of trading AMERICAN FUNDS 2035 is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of AMERICAN FUNDS is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than AMERICAN FUNDS. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile AMERICAN FUNDS 2035 is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Equity Center. Note that the AMERICAN FUNDS 2035 information on this page should be used as a complementary analysis to other AMERICAN FUNDS'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 Technical Analysis module to check basic technical indicators and analysis based on most latest market data.

Complementary Tools for AMERICAN Mutual Fund analysis

When running AMERICAN FUNDS 2035 price analysis, check to measure AMERICAN FUNDS'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 FUNDS is operating at the current time. Most of AMERICAN FUNDS's value examination focuses on studying past and present price action to predict the probability of AMERICAN FUNDS's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move AMERICAN FUNDS's price. Additionally, you may evaluate how the addition of AMERICAN FUNDS to your portfolios can decrease your overall portfolio volatility.
Bond Directory
Find actively traded corporate debentures issued by US companies
Transaction History
View history of all your transactions and understand their impact on performance
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios
Crypto Correlations
Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins
Equity Valuation
Check real value of public entities based on technical and fundamental data
Pattern Recognition
Use different Pattern Recognition models to time the market across multiple global exchanges
Analyst Recommendations
Analyst recommendations and target price estimates broken down by several categories
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
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Financial
Analysis
Details
Buy or Sell
Advice
Details
Technical
Analysis
Details
Please note, there is a significant difference between AMERICAN FUNDS's 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's 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.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
Feedback Blog
Made with optimal in San Francisco
2023 Macroaxis LLC
COMMON DESTINATIONS
MAIN CATEGORIES
COMPANY