Investment Of America Fund Manager Performance Evaluation
| FFICX Fund | USD 53.30 0.19 0.36% |
The fund retains a Market Volatility (i.e., Beta) of -0.0455, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Investment are expected to decrease at a much lower rate. During the bear market, Investment is likely to outperform the market.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Investment Of America are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Investment is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.2700 |
Investment |
Investment Relative Risk vs. Return Landscape
If you would invest 5,081 in Investment Of America on January 21, 2024 and sell it today you would earn a total of 249.00 from holding Investment Of America or generate 4.9% return on investment over 90 days. Investment Of America is currently producing 0.0786% returns and takes up 0.7336% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Investment, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Investment Current Valuation
Fairly Valued
Today
Please note that Investment's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Investment Of America retains a regular Real Value of $53.26 per share. The prevalent price of the fund is $53.3. We determine the value of Investment Of America from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Our valuation method for Investment Of America is useful when determining the fair value of the Investment mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Investment. Since Investment is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Investment Mutual Fund. However, Investment's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 53.3 | Real 53.26 | Hype 53.3 |
The real value of Investment Mutual Fund, also known as its intrinsic value, is the underlying worth of Investment Of America Mutual Fund, which is reflected in its stock price. It is based on Investment's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Investment's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Investment's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Investment Of America helps investors to forecast how Investment mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Investment more accurately as focusing exclusively on Investment's fundamentals will not take into account other important factors: Investment Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Investment's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Investment Of America, and traders can use it to determine the average amount a Investment's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1072
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| Cash | FFICX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.73 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Investment is performing at about 8% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Investment by adding it to a well-diversified portfolio.
Investment Fundamentals Growth
Investment Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Investment, and Investment fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Investment Mutual Fund performance.
| Total Asset | 117.1 B | ||||
About Investment Performance
To evaluate Investment Of America Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Investment generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Investment Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Investment Of America market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Investment's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.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.Things to note about Investment Of America performance evaluation
Checking the ongoing alerts about Investment for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Investment Of America help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 8.72% of its assets under management (AUM) in cash |
- Analyzing Investment's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Investment's stock is overvalued or undervalued compared to its peers.
- Examining Investment's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Investment's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Investment's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Investment's mutual fund. These opinions can provide insight into Investment's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities 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 main economic indicators. 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 Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.