American Balanced Buy Hold or Sell Recommendation

RLEFX -- USA Fund  

USD 27.77  0.04  0.14%

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

Volatility

Hype Condition

Current Valuation

Odds of Distress

Analyst Consensus

Not Available
For the selected time horizon American Balanced Fund Class has a risk adjusted performance of 0.0145, jensen alpha of (0.00009176), total risk alpha of 0.0229, sortino ratio of 0.0509 and treynor ratio of (0.029748)
Macroaxis buy, hold, or sell recommendation module can be used to complement current analysts and expert consensus on American Balanced. 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. Please makes use of American Balanced Minimum Initial Investment to make buy, hold, or sell decision on American Balanced Fund.

American Balanced Trading Alerts and Improvement Suggestions

On September 11, 2019 American Balanced paid $ 0.111 per share dividend to its current shareholders
Latest headline from MacroaxisInsider: Sale by Philip Knight of 10457 shares of Nike
The fund maintains about 33.07% of its assets in bonds

American Balanced Returns Distribution Density

Mean Return0.012945Value At Risk0.99
Potential Upside0.76Standard Deviation0.64
 Return Density 
      Distribution 

American Balanced Greeks

α
Alpha over DOW
=0.0001
β
Beta against DOW=0.1
σ
Overall volatility
=0.65
Ir
Information ratio =0.05

American Balanced Volatility Alert

American Balanced Fund Class exhibits relatively low volatility with skewness of 0.3 and kurtosis of 2.86. However, we advice investors to further investigate American Balanced Fund Class to make sure all market statistics is disseminated and is consistent with investors' estimations about American Balanced upside potential.
    
 Better Than Average     
    
 Worse Than Average Compare American Balanced to competition

American Balanced Fundamental Vs Peers

FundamentalsAmerican BalancedPeer Average
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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