American Funds Buy Hold or Sell Recommendation

BALFX -- USA Fund  

USD 27.57  0.04  0.15%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding American Funds American Balance is 'Strong Hold'. Macroaxis provides American Funds buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding BALFX positions. The advice algorithm takes into account all of American Funds American available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from BALFX buy-and-hold prospective. Check also American Funds Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell American FundsBuy American Funds
Strong Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available
For the selected time horizon American Funds American Balance has a risk adjusted performance of (0.02288), jensen alpha of 1.0e-4, total risk alpha of 0.0017, sortino ratio of 0.0 and treynor ratio of (0.035769)
Macroaxis buy, hold, or sell recommendation module can be used to complement current analysts and expert consensus on American Funds. Our buy, hold, or sell suggestion engine makes use of analyzes the entity potential to grow using all fundamental data market data available at the time. Use American Funds American Price to Book, Three Year Return as well as the relationship between Three Year Return and Cash Position Weight to make sure your buy or sell decision on American Funds American is adequate.

American Funds Trading Alerts and Improvement Suggestions

American Funds generates negative expected return over the last 30 days
On September 11, 2019 American Funds paid $ 0.096 per share dividend to its current shareholders
Latest headline from MacroaxisInsider: Exercise or conversion by Bell James A 1 of 4209 shares of Boeing subject to Rule 16b-3
The fund holds about 33.07% of its assets under management (AUM) in fixed income securities

American Funds Returns Distribution Density

Mean Return0.0084Value At Risk1.16
Potential Upside0.74Standard Deviation0.54
 Return Density 
      Distribution 

American Funds Greeks

α
Alpha over DOW
=0.0000548
β
Beta against DOW=0.52
σ
Overall volatility
=0.55
Ir
Information ratio =0.0322

American Funds Volatility Alert

American Funds American Balance exhibits very low volatility with skewness of -0.77 and kurtosis of 1.03. However, we advise investors to further study American Funds American Balance technical indicators to make sure all market info is available and is reliable.
    
 Better Than Average     
    
 Worse Than Average Compare American Funds to competition

American Funds Fundamental Vs Peers

FundamentalsAmerican FundsPeer Average
Price to Earning19.97 6.53 
Price to Book2.67 0.74 
Price to Sales1.91 0.61 
One Year Return5.52 4.15 
Three Year Return16.06 3.60 
Five Year Return2.94 3.24 
Ten Year Return5.29 1.79 
Net Asset150.38 B4.11 B
Minimum Initial Investment250976.16 K
Cash Position Weight4.91 10.61 
Equity Positions Weight61.54 63.90 
Bond Positions Weight33.07 11.24 
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