Fundamental Mutual Fund Analysis

AFICX -  USA Fund  

USD 68.80  0.11  0.16%

Fundamental Investors price slide over the last few months could raise concerns from investors as the entity it trading at a share price of 68.80 on slow start in volume. The fund managers were not very successful in positioning the entity resources to exploit market volatility in December. However, diversifying your holdings with Fundamental Investors Class or similar funds can still protect your portfolio during high-volatility market scenarios. The fund standard deviation of daily returns for 90 days investing horizon is currently 0.93. The very small Fund volatility is a good signal to investors with longer-term investment horizons.
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Fundamental Mutual Fund Analysis 

 
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The Fundamental Investors mutual fund analysis report makes it easy to digest most publicly released information about Fundamental Investors and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Fundamental Mutual Fund analysis module also helps to analyze the Fundamental Investors price relationship with some important fundamental indicators such as market cap and management efficiency.

Fundamental Mutual Fund Analysis Notes

The fund generated returns of 8.0% over the last ten years. Fundamental Investors holds 97.51% of assets under management (AUM) in equities. This fund last dividend was 0.02 per share. The fund invests primarily in common stocks of companies that appear to offer superior opportunities for capital growth and most of which have a history of paying dividends. It may invest significantly in securities of issuers domiciled outside the United States. The investment adviser uses a system of multiple portfolio managers in managing the fund's assets. For more info on Fundamental Investors Class please contact the company at 800-421-4225.

Fundamental Investors Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Fundamental Investors' investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Fundamental Investors Class or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Fundamental Investors generated a negative expected return over the last 90 days
Fundamental Investors is unlikely to experience financial distress in the next 2 years
On 17th of December 2021 Fundamental Investors paid $ 0.282 per share dividend to its current shareholders
The fund holds 97.51% of its assets under management (AUM) in equities

Management Efficiency

Fundamental Investors management efficiency ratios could be used to measure how well the company manages its routine affairs as well as how well it operates its assets and liabilities.

Top Mutual Fund Constituents

Information
Ratio
Value
At Risk
AAPL
Apple Inc 0.14 (2.10) 
SLB
Schlumberger NV 0.12 (4.15) 
WFC
Wells Fargo 0.08 (2.81) 
GOOG
Alphabet Cl C(0.0107) (2.67) 
UNH
Unitedhealth Group 0.07 (2.27) 
PM
Philip Morris International 0.16 (1.61) 
NFLX
Netflix(0.22) (3.76) 
MSFT
Microsoft Corp 0.0288 (2.91) 
MO
Altria Group 0.12 (1.67) 
JPM
JP Morgan Chase(0.11) (2.27) 
INTC
Intel Corp 0.0283 (2.08) 
HD
Home Depot 0.0301 (2.81) 
FB
Meta Platforms(0.0046) (4.01) 
DD
Du Pont DeNemours 0.08 (2.94) 
COM
Comcast Corp A(0.0373) (2.47) 
AVGO
Broadcom 0.07 (3.00) 
ASML
Asml Holdings NY(0.1) (3.94) 
AMZN
Amazon Inc(0.10) (2.83) 
CHTR
Charter Communicatio(0.14) (3.40) 
BA
Boeing Company(0.0275) (4.82) 

Technical Drivers

As of the 29th of January, Fundamental Investors shows the coefficient of variation of (936.67), and Mean Deviation of 0.6833. Fundamental Investors technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the entity's future prices. Put another way, you can use this information to find out if the entity will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We were able to break down nineteen technical drivers for Fundamental Investors Class, which can be compared to its rivals. Please confirm Fundamental Investors downside deviation, jensen alpha, as well as the relationship between the Jensen Alpha and downside variance to decide if Fundamental Investors is priced favorably, providing market reflects its regular price of 68.8 per share.

Fundamental Investors Price Movement Analysis

The output start index for this execution was seven with a total number of output elements of fifty-four. The Mid-point Price over period is an average of Fundamental Investors highest and lowest prices attained during the given period. View also all equity analysis or get more info about midpoint price over period overlap studies indicator.

Fundamental Investors Technical and Predictive Indicators

Fundamental Investors Forecast Models

Fundamental Investors time-series forecasting models is one of many Fundamental Investors' mutual fund analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Fundamental Investors' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

About Fundamental Mutual Fund Analysis

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Fundamental Investors stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Fundamental shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual stock such as Fundamental Investors. By using and applying Fundamental Mutual Fund analysis, traders can create a robust methodology for identifying Fundamental entry and exit points for their positions.
The investment seeks long-term growth of capital and income. Fundamental Investors is traded on NASDAQ Exchange in the United States.

Be your own money manager

As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our stock analysis tools, you can find out how much better you can do when adding Fundamental Investors to your portfolios without increasing risk or reducing expected return.

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Please continue to Trending Equities. Note that the Fundamental Investors information on this page should be used as a complementary analysis to other Fundamental Investors' 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 Watchlist Optimization module to optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm.

Complementary Tools for Fundamental Mutual Fund analysis

When running Fundamental Investors price analysis, check to measure Fundamental Investors' 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 Fundamental Investors is operating at the current time. Most of Fundamental Investors' value examination focuses on studying past and present price action to predict the probability of Fundamental Investors' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Fundamental Investors' price. Additionally, you may evaluate how the addition of Fundamental Investors to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Fundamental Investors' value and its price as these two are different measures arrived at by different means. Investors typically determine Fundamental Investors value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fundamental Investors' 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.