Investment Of America Fund Fundamentals

RICFX Fund  USD 55.49  0.48  0.87%   
Investment Of America fundamentals help investors to digest information that contributes to Investment's financial success or failures. It also enables traders to predict the movement of Investment Mutual Fund. The fundamental analysis module provides a way to measure Investment'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 Investment 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.

Investment Five Year Return Analysis

Investment's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

Current Investment Five Year Return

    
  14.43 %  
Most of Investment's fundamental indicators, such as Five 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, Investment Of America is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Competition

Investment Five Year Return Component Assessment

According to the company disclosure, Investment Of America has a Five Year Return of 14.4315%. This is much higher than that of the American Funds family and significantly higher than that of the Large Blend category. The five year return for all United States funds is notably lower than that of the firm.

Investment Of America Fundamental Drivers 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 rated top fund in cash position weight among similar funds. It is rated top fund in three year return among similar funds reporting about  1.40  of Three Year Return per Cash Position Weight. . 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 Last Dividend Paid Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Investment's direct or indirect competition against its Last Dividend Paid to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Investment could also be used in its relative valuation, which is a method of valuing Investment by comparing valuation metrics of similar companies.
Investment is currently under evaluation in last dividend paid among similar funds.

Fund Asset Allocation for Investment

The fund consists of 90.82% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.
Asset allocation divides Investment'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.

Investment Fundamentals

About Investment Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Investment Of America's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Investment using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Investment Of America 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 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.

Currently Active Assets on Macroaxis

Check out Investment Piotroski F Score and Investment Altman Z Score analysis.
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.

Complementary Tools for Investment Mutual Fund analysis

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