American Fundamentals

FDBTX -  USA Fund  

USD 13.60  0.09  0.67%

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. This fundamental analysis module provides a way for investors to measures American Funds' intrinsic value by examining all of its available economic and financial indicators and drivers, 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. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

American Fundamentals 

 
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American Ten Year Return Analysis

American Funds' Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Ten Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Ten Year Return | All Equity Analysis

Current American Funds Ten Year Return

    
  7.49 %  
Most of American Funds' fundamental indicators, such as Ten Year Return, 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, American Funds 2015 is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Compare to competition

American Funds Ten Year Return Component Assessment

Based on the latest financial disclosure, American Funds 2015 has a Ten Year Return of 7.49%. This is much higher than that of the American Funds family and significantly higher than that of the Target-Date 2015 category. The ten year return for all United States funds is notably lower than that of the firm.

American Funds 2015 Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining American Funds's current stock value. Our valuation model uses many indicators to compare American Funds value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across American Funds competition to find correlations between indicators driving American Funds's intrinsic value. More Info.
American Funds 2015 is rated # 2 fund in minimum initial investment among similar funds. It is rated # 2 fund in three year return among similar funds . The ratio of Minimum Initial Investment to Three Year Return for American Funds 2015 is about  197,628 . Comparative valuation analysis is a catch-all model that can be used if you cannot value American Funds by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for American Funds' 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 American Funds' earnings, one of the primary drivers of an investment's value.

American One Year Return 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 One Year Return 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 one year return among similar funds.

Fund Asset Allocation for American Funds

The fund invests 42.24% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (43.97%) , cash (12.56%) and various exotic instruments.
 Value 
      Instrument Type 

American Fundamentals

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.
The investment seeks growth, income and conservation of capital. American Funds is traded on NASDAQ Exchange in the United States.

American Funds Investors Sentiment

The influence of American Funds' investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in American. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards American Funds in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, American Funds' short interest history, or implied volatility extrapolated from American Funds options trading.

Current Sentiment - FDBTX

American Funds 2015 Investor Sentiment

Macroaxis portfolio users are insensible in their opinion about investing in American Funds 2015. What is your sentiment towards investing in American Funds 2015? Are you bullish or bearish?
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Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as American Funds 2015 using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

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Please check American Funds Piotroski F Score and American Funds Altman Z Score analysis. Note that the American Funds 2015 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 Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.

Complementary Tools for American Mutual Fund analysis

When running American Funds 2015 price analysis, check to measure American Funds' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy American Funds is operating at the current time. Most of American Funds' value examination focuses on studying past and present price action to predict the probability of American Funds' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move American Funds' price. Additionally, you may evaluate how the addition of American Funds to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between American Funds' value and its price as these two are different measures arrived at by different means. Investors typically determine American Funds value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, American Funds' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.