American Fds Buy Hold or Sell Recommendation

REFTX -- USA Fund  

USD 16.28  0.10  0.62%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding American Fds 2035 Target Date R is 'Buy'. Macroaxis provides American Fds buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding REFTX positions. The advice algorithm takes into account all of American Fds 2035 available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from REFTX buy-and-hold prospective. Additionally take a look at American Fds 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 FdsBuy American Fds
Buy

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available
For the selected time horizon American Fds 2035 Target Date R has a risk adjusted performance of 0.0735, jensen alpha of 0.0344, total risk alpha of 0.0194, sortino ratio of 0.0351 and treynor ratio of 0.0967
Our buy or sell advice tool can be used to cross verify current analyst consensus on American Fds 2035 and to analyze the fund potential to grow in the current economic cycle. Use American Fds 2035 Number of Employees and Minimum Initial Investment to make sure your buy or sell decision on American Fds 2035 is adequate.

American Fds Trading Alerts and Improvement Suggestions

The fund maintains about 7.26% of its assets in cash

American Fds Returns Distribution Density

Mean Return0.07Value At Risk0.72
Potential Upside0.81Standard Deviation0.60
 Return Density 
      Distribution 

American Fds Greeks

α
Alpha over DOW
=0.034448
β
Beta against DOW=0.65
σ
Overall volatility
=0.61
Ir
Information ratio =0.0319

American Fds Volatility Alert

American Fds 2035 Target Date R exhibits very low volatility with skewness of 1.69 and kurtosis of 8.91. However, we advise investors to further study American Fds 2035 Target Date R technical indicators to make sure all market info is available and is reliable.
    
 Better Than Average     
    
 Worse Than Average Compare American Fds to competition

American Fds Fundamental Vs Peers

FundamentalsAmerican FdsPeer Average
Price to Earning19.20 6.53 
Price to Book2.54 0.74 
Price to Sales1.73 0.61 
One Year Return1.25 4.15 
Three Year Return17.87 3.60 
Five Year Return2.61 3.24 
Net Asset20.66 B4.11 B
Minimum Initial Investment250976.16 K
Last Dividend Paid0.010.65
Cash Position Weight7.26 10.61 
Equity Positions Weight76.74 63.90 
Bond Positions Weight15.78 11.24 
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