American Funds Buy or Sell Recommendation

Macroaxis provides American Funds Income Portfolio R3 buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding American Funds positions. The advice algorithm takes into account all of American Funds Income Portfolio R3 available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from American Funds buy-and-hold prospective. Additionally take a look at American Funds Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with current analyst consensus

Investment Horizon


Risk Tolerance

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American Funds Income Portfolio R3 -- USA Fund  

USD 12.62  0.02  0.16%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding American Funds Income Portfolio R3 is 'Strong Hold'.
For the selected time horizon American Funds Income Portfolio R3 has a risk adjusted performance of (0.002428), jensen alpha of (0.008985), total risk alpha of (0.009736), sortino ratio of (0.053953) and treynor ratio of (0.015826)
This buy or sell advice tool can be used to cross verify current analyst consensus on American Funds Income and to analyze the fund potential to grow in the current economic cycle. Use American Funds Income Number of Employees and Minimum Initial Investment to make sure your buy or sell decision on American Funds Income is adequate.

Returns Distribution Density

Mean Return0.00376Value At Risk0.32
Potential Upside0.32Standard Deviation0.18
 Return Density 

American Funds Greeks

Alpha over DOW
βBeta against DOW=0.39
Overall volatility
 IrInformation ratio =0.07

American Funds Volatility Alert

American Funds Income Portfolio R3 exhibits very low volatility with skewness of -0.29 and kurtosis of 0.33. However, we advise investors to further study American Funds Income Portfolio R3 technical indicators to make sure all market info is available and is reliable.
 Better Than Average     
 Worse Than Average Compare American Funds to competition
FundamentalsAmerican FundsPeer Average
Price to Earning17.31 times7.6 times
Price to Book2.67 times1.04 times
Price to Sales1.77 times1.03 times
One Year Return5.09 % 2.3 %
Three Year Return7.34 % 3.97 %
Net Asset4.55 B1.37 B
Minimum Initial Investment2508.09 M
Last Dividend Paid0.081.05
Cash Position Weight3.4 % 14.48 %
Equity Positions Weight54.22 % 40.68 %
Bond Positions Weight39.31 % 14.72 %
Strong Hold


Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Currently Unavailable

Piotroski F Score

Currently Unavailable

Financial Leverage

Risk Adjusted Performance(0.002428)
Market Risk Adjusted Performance(0.005826)
Mean Deviation0.1275
Semi Deviation0.1536
Downside Deviation0.2447
Coefficient Of Variation4816.84
Standard Deviation0.1811
Information Ratio(0.072896)
Jensen Alpha(0.008985)
Total Risk Alpha(0.009736)
Sortino Ratio(0.053953)
Treynor Ratio(0.015826)
Maximum Drawdown0.5573
Value At Risk(0.32)
Potential Upside0.3185
Downside Variance0.0599
Semi Variance0.0236
Expected Short fall(0.18)