Investment Financials
| ICAFX Fund | USD 54.45 0.58 1.08% |
Investment |
Please note that past performance is not an indicator of the future performance of Investment, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Investment Fund Summary
Investment competes with Income Fund, New World, American Mutual, American Mutual, and American Funds. The fund invests primarily in common stocks, most of which have a history of paying dividends. It may invest up to 15 percent of its assets, at the time of purchase, outside the United States. Although the fund focuses on investments in medium to larger capitalization companies, the funds investments are not limited to a particular capitalization size.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US4613088271 |
| Business Address | THE INVESTMENT PANY |
| Mutual Fund Family | American Funds |
| Mutual Fund Category | Large Blend |
| Benchmark | NYSE Composite |
| Phone | 800 421 4225 |
| Currency | USD - US Dollar |
You should never invest in Investment Of America without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Investment Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Investment's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Investment Key Financial Ratios
Generally speaking, Investment's financial ratios allow both analysts and investors to convert raw data from Investment's financial statements into concise, actionable information that can be used to evaluate the performance of Investment over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Investment Of America reports annually and quarterly.Investment Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Investment's current stock value. Our valuation model uses many indicators to compare Investment value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Investment competition to find correlations between indicators driving Investment's intrinsic value. More Info.Investment Of America is currently considered the top fund in price to earning among similar funds. It is currently considered the top fund in price to book among similar funds fabricating about 0.15 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Investment Of America is roughly 6.83 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Investment by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Investment'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 Investment's earnings, one of the primary drivers of an investment's value.Investment Of America Systematic Risk
Investment's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Investment volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fifty-two with a total number of output elements of nine. The Beta measures systematic risk based on how returns on Investment Of America correlated with the market. If Beta is less than 0 Investment generally moves in the opposite direction as compared to the market. If Investment Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Investment Of America is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Investment is generally in the same direction as the market. If Beta > 1 Investment moves generally in the same direction as, but more than the movement of the benchmark.
Investment May 4, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Investment help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Investment Of America. We use our internally-developed statistical techniques to arrive at the intrinsic value of Investment Of America based on widely used predictive technical indicators. In general, we focus on analyzing Investment Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Investment's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.746 | |||
| Information Ratio | 0.035 | |||
| Maximum Drawdown | 3.65 | |||
| Value At Risk | (1.26) | |||
| Potential Upside | 1.28 |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Investment Of America. 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 Investment Of America information on this page should be used as a complementary analysis to other Investment'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.