American Balanced Fund Three Year Return
| RLEFX Fund | USD 32.81 0.29 0.88% |
American Balanced Fund fundamentals help investors to digest information that contributes to American Balanced's 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 Balanced'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 American Balanced mutual fund.
American |
American Balanced Fund Mutual Fund Three Year Return Analysis
American Balanced's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current American Balanced Three Year Return | 4.60 % |
Most of American Balanced's fundamental indicators, such as Three 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 Balanced Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, American Balanced Fund has a Three Year Return of 4.6044%. This is 161.61% higher than that of the American Funds family and significantly higher than that of the Allocation--50% to 70% Equity category. The three year return for all United States funds is 27.9% lower than that of the firm.
American Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses American Balanced's direct or indirect competition against its Three 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 Balanced could also be used in its relative valuation, which is a method of valuing American Balanced by comparing valuation metrics of similar companies.American Balanced is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for American Balanced
The fund invests 59.3% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (2.53%) , cash (4.55%) and various exotic instruments.Asset allocation divides American Balanced'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.
American Fundamentals
| Total Asset | 179.81 B | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 3.95 % | ||||
| One Year Return | 14.79 % | ||||
| Three Year Return | 4.60 % | ||||
| Five Year Return | 8.01 % | ||||
| Ten Year Return | 10.02 % | ||||
| Net Asset | 135.34 B | ||||
| Last Dividend Paid | 0.11 | ||||
| Cash Position Weight | 4.55 % | ||||
| Equity Positions Weight | 59.30 % | ||||
| Bond Positions Weight | 2.53 % |
About American Balanced Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze American Balanced Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of American Balanced using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of American Balanced Fund 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.
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 Balanced 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 Balanced's short interest history, or implied volatility extrapolated from American Balanced options trading.
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Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in American Balanced Fund. 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 Balanced information on this page should be used as a complementary analysis to other American Balanced'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 Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.