Washington Mutual Investors Fund Fundamentals
| CWMEX Fund | USD 59.65 0.04 0.07% |
Washington Mutual Investors fundamentals help investors to digest information that contributes to Washington Mutual's financial success or failures. It also enables traders to predict the movement of Washington Mutual Fund. The fundamental analysis module provides a way to measure Washington Mutual's 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 Washington Mutual mutual fund.
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Washington Mutual Investors Mutual Fund Annual Yield Analysis
Washington Mutual's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Washington Mutual Annual Yield | 0.01 % |
Most of Washington Mutual's fundamental indicators, such as Annual Yield, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Washington Mutual Investors is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
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In accordance with the recently published financial statements, Washington Mutual Investors has an Annual Yield of 0.0125%. This is much higher than that of the American Funds family and significantly higher than that of the Large Blend category. The annual yield for all United States funds is notably lower than that of the firm.
Washington Mutual Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Washington Mutual's current stock value. Our valuation model uses many indicators to compare Washington Mutual value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Washington Mutual competition to find correlations between indicators driving Washington Mutual's intrinsic value. More Info.Washington Mutual Investors is the top fund in price to earning among similar funds. It is the top fund in price to book among similar funds fabricating about 0.90 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Washington Mutual Investors is roughly 1.11 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Washington Mutual by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Washington Mutual's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Washington Mutual's earnings, one of the primary drivers of an investment's value.Did you try this?
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Fund Asset Allocation for Washington Mutual
The fund consists of 95.12% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Washington Mutual's 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.
Washington Fundamentals
| Price To Earning | 3.41 X | ||||
| Price To Book | 3.08 X | ||||
| Price To Sales | 1.85 X | ||||
| Total Asset | 145.88 B | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 5.80 % | ||||
| One Year Return | 20.59 % | ||||
| Three Year Return | 8.81 % | ||||
| Five Year Return | 11.34 % | ||||
| Ten Year Return | 11.72 % | ||||
| Net Asset | 110.28 B | ||||
| Last Dividend Paid | 0.17 | ||||
| Cash Position Weight | 4.63 % | ||||
| Equity Positions Weight | 95.12 % |
About Washington Mutual Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Washington Mutual Investors's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Washington Mutual using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Washington Mutual Investors 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.The fund invests primarily in common stocks of established companies that are listed on, or meet the financial listing requirements of, the New York Stock Exchange and have a strong record of earnings and dividends. Its advisor strives to maintain a fully invested, diversified portfolio, consisting primarily of high-quality common stocks.
Pair Trading with Washington Mutual
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 Washington Mutual 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 Washington Mutual will appreciate offsetting losses from the drop in the long position's value.Moving together with Washington Mutual Fund
| 0.94 | AMECX | Income Fund | PairCorr |
| 0.97 | RNEBX | New World Fund | PairCorr |
| 0.96 | AMFCX | American Mutual | PairCorr |
| 0.96 | AMFFX | American Mutual | PairCorr |
| 0.94 | RNCCX | American Funds Me | PairCorr |
The ability to find closely correlated positions to Washington Mutual could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Washington Mutual 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 Washington Mutual - 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 Washington Mutual Investors to buy it.
The correlation of Washington Mutual 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 Washington Mutual moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Washington Mutual 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 Washington Mutual 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 Washington Mutual Investors. 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 income. Note that the Washington Mutual information on this page should be used as a complementary analysis to other Washington Mutual's 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 Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.