American Funds 2020 Fund Equity Positions Weight

RBCTX Fund  USD 13.08  0.07  0.53%   
American Funds 2020 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.
  
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 Equity Positions Weight Analysis

American Funds' Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.

Stock Percentage

 = 

% of Equities

in the fund

More About Equity Positions Weight | All Equity Analysis

Current American Funds Equity Positions Weight

    
  43.12 %  
Most of American Funds' fundamental indicators, such as Equity Positions Weight, 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 2020 is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Competition

American Funds Equity Positions Weight Component Assessment

According to the company disclosure, American Funds 2020 has an Equity Positions Weight of 43.12%. This is 49.58% lower than that of the American Funds family and significantly higher than that of the Target-Date 2020 category. The equity positions weight for all United States funds is notably lower than that of the firm.

American Equity Positions Weight 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 Equity Positions Weight 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 equity positions weight among similar funds.

Fund Asset Allocation for American Funds

The fund invests 43.12% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (5.36%) , cash (5.28%) 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

About American Funds Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze American Funds 2020'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 2020 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 normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it continues past its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.

Currently Active Assets on Macroaxis

Check out American Funds Piotroski F Score and American Funds Altman Z Score analysis.
You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.

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When running American Funds' 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 the 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 if American Funds is a good investment 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.