American Funds 2015 Fund Minimum Initial Investment
| CCBTX Fund | USD 11.73 0.02 0.17% |
American Funds 2015 fundamentals help investors to digest information that contributes to American Funds' financial success or failures. It also enables traders to predict the movement of American Mutual Fund. The fundamental analysis module provides a way to measure American Funds' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to American Funds mutual fund.
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American Funds 2015 Mutual Fund Minimum Initial Investment Analysis
American Funds' Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
More About Minimum Initial Investment | All Equity Analysis
Minimum Initial Investment | = | First Fund Deposit |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
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Based on the recorded statements, American Funds 2015 has a Minimum Initial Investment of 0.0. This is 100.0% lower than that of the American Funds family and about the same as Target-Date 2015 (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
American Minimum Initial Investment Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses American Funds' direct or indirect competition against its Minimum Initial Investment to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of American Funds could also be used in its relative valuation, which is a method of valuing American Funds by comparing valuation metrics of similar companies.American Funds is currently under evaluation in minimum initial investment among similar funds.
Fund Asset Allocation for American Funds
The fund invests 40.22% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (5.87%) , cash (5.39%) and various exotic instruments.Asset allocation divides American Funds' investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
American Fundamentals
| Price To Earning | 18.96 X | ||||
| Price To Book | 2.67 X | ||||
| Price To Sales | 1.90 X | ||||
| Total Asset | 30.34 M | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 0.77 % | ||||
| One Year Return | 5.80 % | ||||
| Three Year Return | 0.77 % | ||||
| Five Year Return | 4.09 % | ||||
| Ten Year Return | 6.37 % | ||||
| Net Asset | 5.12 B | ||||
| Last Dividend Paid | 0.11 | ||||
| Cash Position Weight | 5.39 % | ||||
| Equity Positions Weight | 40.22 % | ||||
| Bond Positions Weight | 5.87 % |
About American Funds Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze American Funds 2015's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of American Funds using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of American Funds 2015 based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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
| 0.98 | AMECX | Income Fund Potential Growth | PairCorr |
| 0.91 | RNEBX | New World Fund | PairCorr |
| 0.96 | AMFCX | American Mutual | PairCorr |
| 0.96 | AMFFX | American Mutual | PairCorr |
| 0.99 | 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 2015 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 2015 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 2015. 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 estimate. You can also try the Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.