Fundamental Mutual Fund Buy Hold or Sell Recommendation

ANCFX
 Fund
  

USD 65.41  0.26  0.40%   

Assuming the 90 days horizon and complete risk avoidance on your part, our recommendation regarding Fundamental Investors Class is 'Strong Sell'. Macroaxis provides Fundamental Investors buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding ANCFX positions. The advice algorithm takes into account all of Fundamental Investors' available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from Fundamental Investors' buy-and-hold perspective. Please continue to Fundamental Investors Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as Fundamental and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Fundamental Investors Class.

Execute Fundamental Investors Buy or Sell Advice

The Fundamental recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Fundamental Investors Class. Macroaxis does not own or have any residual interests in Fundamental Investors Class or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Fundamental Investors' advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Fundamental InvestorsBuy Fundamental Investors
Strong Sell

Volatility

Details

Hype Condition

Details

Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

Details

Analyst Consensus

Not Available
Details
For the selected time horizon Fundamental Investors Class has a Mean Deviation of 1.07, Semi Deviation of 1.41, Standard Deviation of 1.44, Variance of 2.07, Downside Variance of 2.42 and Semi Variance of 1.98
Macroaxis provides unbiased investment recommendation on Fundamental Investors that should be used to complement current analysts and expert consensus on Fundamental Investors Class. Our trade advice engine determines the fund's potential to grow exclusively from the perspective of an investors' current risk tolerance and investing horizon. Use Fundamental Investors total asset and net asset to ensure your buy or sell decision on Fundamental Investors is adequate.

Fundamental Investors Trading Alerts and Improvement Suggestions

Fundamental Investors is unlikely to experience financial distress in the next 2 years
The fund holds 96.03% of its assets under management (AUM) in equities

Fundamental Investors Returns Distribution Density

The distribution of Fundamental Investors' historical returns is an attempt to chart the uncertainty of Fundamental Investors' future price movements. The chart of the probability distribution of Fundamental Investors stock daily returns describes the distribution of returns around its average expected value. We use Fundamental Investors Class price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Fundamental Investors returns is essential to provide solid investment advice for Fundamental Investors.
Mean Return0.07Value At Risk-2.73
Potential Upside2.22Standard Deviation1.44
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Fundamental Investors historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Fundamental Investors Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Fundamental Investors or American Funds sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Fundamental Investors' price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Fundamental fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
0.06
β
Beta against DOW0.08
σ
Overall volatility
1.38
Ir
Information ratio 0.0104

Fundamental Investors Volatility Alert

Fundamental Investors Class has relatively low volatility with skewness of -0.44 and kurtosis of 0.72. However, we advise all investors to independently investigate Fundamental Investors Class to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Fundamental Investors' mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Fundamental Investors' mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Fundamental Investors Fundamentals Vs Peers

Comparing Fundamental Investors' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Fundamental Investors' direct or indirect competition across all of the common fundamentals between Fundamental Investors and the related equities. This way, we can detect undervalued stocks with similar characteristics as Fundamental Investors or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Fundamental Investors' fundamental indicators could also be used in its relative valuation, which is a method of valuing Fundamental Investors by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Fundamental Investors to competition
FundamentalsFundamental InvestorsPeer Average
Price to Earning20.19 X6.53 X
Price to Book2.89 X0.74 X
Price to Sales2.05 X0.61 X
One Year Return9.10 %4.15 %
Three Year Return7.17 %3.60 %
Five Year Return8.52 %3.24 %
Ten Year Return11.91 %1.79 %
Net Asset127.23 B4.11 B
Last Dividend Paid0.170.65
Cash Position Weight3.69 %10.61 %
Equity Positions Weight96.03 %63.90 %

About Fundamental Investors Buy or Sell Advice

When is the right time to buy or sell Fundamental Investors Class? Buying financial instruments such as Fundamental Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Fundamental Investors in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Financials Thematic Idea Now

Financials
Financials Theme
Companies that provide financial services to business or retail customers. The Financials theme has 20 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Financials Theme or any other thematic opportunities.
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Please continue to Fundamental Investors Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. 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 Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.

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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.