Dina Perry - American Funds Fund Manager
| CFNFX Fund | USD 77.02 0.12 0.16% |
Dina Perry is a senior vice president of Capital Research and Management Company serving as a portfolio manager for several mutual funds. Prior to joining Capital Research in 1991, she was a senior portfolio manager with Neuberger Berman, where she managed equity portfolios for pension funds and individuals. Before that, she was a vice president, portfolio manager, and chief economist at Chase Investors Management Corporationration. Ms. Perry received both a BA and MA in economics from Queens College in New York City. She is based in Washington, D.C.
| Phone | 800-421-4225 |
American Funds Management Performance (%)
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American Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is American Funds a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Price To Earning | 20.19 X | ||||
| Price To Book | 2.89 X | ||||
| Price To Sales | 2.05 X | ||||
| Total Asset | 115.72 B | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 6.85 % | ||||
| One Year Return | 25.76 % | ||||
| Three Year Return | 7.96 % | ||||
| Five Year Return | 11.96 % | ||||
| Ten Year Return | 12.07 % |
Pair Trading with American Funds
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if American Funds position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in American Funds will appreciate offsetting losses from the drop in the long position's value.Moving together with American Mutual Fund
| 0.92 | AMECX | Income Fund | PairCorr |
| 0.97 | RNEBX | New World Fund | PairCorr |
| 0.94 | AMFCX | American Mutual | PairCorr |
| 0.95 | AMFFX | American Mutual | PairCorr |
| 0.89 | RNCCX | American Funds Me | PairCorr |
The ability to find closely correlated positions to American Funds could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace American Funds when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back American Funds - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling American Funds Fundamental to buy it.
The correlation of American Funds is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as American Funds moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if American Funds Funda moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for American Funds can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in American Funds Fundamental. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census. Note that the American Funds Funda information on this page should be used as a complementary analysis to other American Funds' 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 the Money Managers module to screen money managers from public funds and ETFs managed around the world.