Fundamental Fundamentals

ANCFX
 Fund
  

USD 55.53  0.59  1.05%   

Fundamental Investors Class fundamentals help investors to digest information that contributes to Fundamental Investors' financial success or failures. It also enables traders to predict the movement of Fundamental Mutual Fund. The fundamental analysis module provides a way to measure Fundamental Investors' 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 Fundamental Investors 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.
  

Fundamental Equity Positions Weight Analysis

Fundamental Investors' Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Stock Percentage 
 = 
% of Equities 
 
in the fund 
More About Equity Positions Weight | All Equity Analysis

Current Fundamental Investors Equity Positions Weight

    
  96.03 %  
Most of Fundamental Investors' fundamental indicators, such as Equity Positions Weight, 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, Fundamental Investors Class is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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Fundamental Investors Equity Positions Weight Component Assessment

According to the company disclosure, Fundamental Investors Class has an Equity Positions Weight of 96%. This is 12.29% higher than that of the American Funds family and significantly higher than that of the Large Blend category. The equity positions weight for all United States funds is notably lower than that of the firm.

Fundamental Investors Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Fundamental Investors's current stock value. Our valuation model uses many indicators to compare Fundamental Investors value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fundamental Investors competition to find correlations between indicators driving Fundamental Investors's intrinsic value. More Info.
Fundamental Investors Class is the top fund in last dividend paid among similar funds. It is the top fund in ten year return among similar funds reporting about  70.06  of Ten Year Return per Last Dividend Paid. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Fundamental Investors by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Fundamental Investors' 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 Fundamental Investors' earnings, one of the primary drivers of an investment's value.

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Fund Asset Allocation for Fundamental Investors

The fund consists of 96.03% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.
   Value   
       Instrument Type  

Fundamental Fundamentals

About Fundamental Investors Fundamental Analysis

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

Our tools can tell you how much better you can do entering a position in Fundamental Investors without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Technical Analysis

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Pair Trading with Fundamental Investors

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Fundamental Investors position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Fundamental Investors will appreciate offsetting losses from the drop in the long position's value.

Moving together with Fundamental Investors

+0.85JPMJP Morgan Chase Fiscal Year End 13th of January 2023 PairCorr
+0.73HPQHp Inc Fiscal Year End 22nd of November 2022 PairCorr
+0.81DISWalt Disney Fiscal Year End 9th of November 2022 PairCorr
The ability to find closely correlated positions to Fundamental Investors could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Fundamental Investors when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Fundamental Investors - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Fundamental Investors Class to buy it.
The correlation of Fundamental Investors is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Fundamental Investors moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Fundamental Investors moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Fundamental Investors can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Please continue to Fundamental Investors Piotroski F Score and Fundamental Investors Altman Z Score analysis. 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 Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.

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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Pair Correlation
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Positions Ratings
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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.