Capital Mutual Fund Buy Hold or Sell Recommendation

CWICX
 Fund
  

USD 49.51  0.17  0.34%   

Assuming the 90 days horizon and your highly speculative risk level, our recommendation regarding Capital World Growth is 'Strong Buy'. Macroaxis provides Capital World buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding CWICX positions. The advice algorithm takes into account all of Capital World's available fundamental, technical, and predictive indicators you will find on this site.
  
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The advice is provided from Capital World's buy-and-hold perspective. Continue to Capital World Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as Capital and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Capital World Growth.

Execute Capital World Buy or Sell Advice

The Capital recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Capital World Growth. Macroaxis does not own or have any residual interests in Capital World Growth or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Capital World's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Capital WorldBuy Capital World
Strong Buy

Volatility

Very steadyDetails

Hype Condition

Over hypedDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Almost mirrors the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Capital World Growth has a Risk Adjusted Performance of (0.24), Jensen Alpha of (0.08), Total Risk Alpha of (0.07) and Treynor Ratio of (0.27)
Our investment recommendation tool can be used to complement Capital World trade advice provided by experts. It analyzes the fund's potential to grow against your specific risk preferences and investment horizon. Use Capital World Growth one year return and last dividend paid to ensure your buy or sell decision on Capital World Growth is adequate.

Capital World Trading Alerts and Improvement Suggestions

Capital World Growth generated a negative expected return over the last 90 days
Capital World Growth is unlikely to experience financial distress in the next 2 years
Latest headline from www.dividendinvestor.com: AAPL Dividend Announcement 0.2370Share 6132022 - Dividend Investor
The fund holds 95.25% of its assets under management (AUM) in equities

Capital World Returns Distribution Density

The distribution of Capital World's historical returns is an attempt to chart the future uncertainty of Capital World's future price movements. The chart of the probability distribution of Capital World stock daily returns describes the distribution of returns around its average expected value. We use Capital World Growth price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Capital World returns is essential to provide solid investment advice for Capital World stock.
Mean Return-0.25Value At Risk-2.8
Potential Upside2.08Standard Deviation1.48
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Capital World historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Capital World Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Capital World or American Funds sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Capital World stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Capital stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
-0.08
β
Beta against DOW0.97
σ
Overall volatility
1.49
Ir
Information ratio -0.05

Capital World Volatility Alert

Capital World Growth exhibits very low volatility with skewness of -0.21 and kurtosis of -0.24. However, we advise investors to further study Capital World Growth technical indicators to make sure all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Capital World's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Capital World's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Capital World Implied Volatility

Capital World's implied volatility exposes the market's sentiment of Capital World Growth stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Capital World's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Capital World stock will not fluctuate a lot when Capital World's options are near their expiration.

Capital World Fundamentals Vs Peers

Comparing Capital World's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Capital World's direct or indirect competition across all of the common fundamentals between Capital World and the related equities. This way, we can detect undervalued stocks with similar characteristics as Capital World or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Capital World's fundamental indicators could also be used in its relative valuation, which is a method of valuing Capital World by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Capital World to competition
FundamentalsCapital WorldPeer Average
Price to Earning17.22 X6.53 X
Price to Book1.97 X0.74 X
Price to Sales1.58 X0.61 X
One Year Return4.36 %4.15 %
Three Year Return3.65 %3.60 %
Five Year Return4.02 %3.24 %
Ten Year Return7.74 %1.79 %
Net Asset121.53 B4.11 B
Last Dividend Paid0.220.65
Cash Position Weight4.20 %10.61 %
Equity Positions Weight95.25 %63.90 %
Bond Positions Weight0.20 %11.24 %

About Capital World Buy or Sell Advice

When is the right time to buy or sell Capital World Growth? Buying financial instruments such as Capital Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although Capital World investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Capital World 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.

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Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Steel Works Etc theme has 61 constituents.
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 Steel Works Etc Theme or any other thematic opportunities.
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Continue to Capital World Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Capital World Growth information on this page should be used as a complementary analysis to other Capital World'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 Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.

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Please note, there is a significant difference between Capital World's value and its price as these two are different measures arrived at by different means. Investors typically determine Capital World value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Capital World'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.