Fundamental Probability Of Bankruptcy

Fundamental Investors Probability Of Bankruptcy is used to show its chance of financial distress over the next two years of operations under current economic and market conditions. Fundamental Investors Probability Of Bankruptcy is determined by interpolating and adjusting Fundamental Altman Z Score to account for off-balance-sheet items and missing or unfiled public information. All items used in analyzing the odds of distress are taken from the Fundamental balance sheet as well as cash flow and income statements available from the company's most recent filings. Check out Trending Equities.
  

Fundamental Probability Of Bankruptcy Analysis

Fundamental Investors' Probability Of Bankruptcy is a relative measure of the likelihood of financial distress. For stocks, the Probability Of Bankruptcy is the normalized value of Z-Score. For funds and ETFs, it is derived from a multi-factor model developed by Macroaxis. The score is used to predict the probability of a firm or a fund experiencing financial distress within the next 24 months. Unlike Z-Score, Probability Of Bankruptcy is the value between 0 and 100, indicating the firm's actual probability it will be financially distressed in the next 2 fiscal years.
Probability Of Bankruptcy 
 = 
Normalized 
 
Z-Score 
More About Probability Of Bankruptcy | All Equity Analysis

Current Fundamental Investors Probability Of Bankruptcy

    
  1%  
Most of Fundamental Investors' fundamental indicators, such as Probability Of Bankruptcy, 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.
Our calculation of Fundamental Investors probability of bankruptcy is based on Altman Z-Score and Piotroski F-Score, but not limited to these measures. To be applied to a broader range of industries and markets, we use several other techniques to enhance the accuracy of predicting Fundamental Investors odds of financial distress. These include financial statement analysis, different types of price predictions, earning estimates, analysis consensus, and basic intrinsic valuation. Please use the options below to get a better understanding of different measures that drive the calculation of Fundamental Investors Class financial health.
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.
The Probability of Bankruptcy SHOULD NOT be confused with the actual chance of a company to file for chapter 7, 11, 12, or 13 bankruptcy protection. Macroaxis simply defines Financial Distress as an operational condition where a company is having difficulty meeting its current financial obligations towards its creditors or delivering on the expectations of its investors. Macroaxis derives these conditions daily from both public financial statements as well as analysis of stock prices reacting to market conditions or economic downturns, including short-term and long-term historical volatility. Other factors taken into account include analysis of liquidity, revenue patterns, R&D expenses, and commitments, as well as public headlines and social sentiment.
Compare to competition

Fundamental Investors Probability Of Bankruptcy Component Assessment

Based on the latest financial disclosure, Fundamental Investors Class has a Probability Of Bankruptcy of 1.0%. This is much higher than that of the American Funds family and significantly higher than that of the Large Blend category. The probability of bankruptcy for all United States funds is notably lower than that of the firm.
Chance Of Financial Distress
Less than 1
Fundamental Investors Class has less than 1 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Fundamental Investors mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info

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.

Did you try this?

Run ETF Directory Now

   

ETF Directory

Find actively traded Exchange Traded Funds (ETF) from around the world
All  Next Launch Module

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

+0.94VFINXVanguard Index Trust Low VolatilityPairCorr
+0.94VFFSXVanguard 500 Index Low VolatilityPairCorr
+0.94VFIAXVanguard 500 Index Low VolatilityPairCorr
+0.85JPMJP Morgan Chase Fiscal Year End 13th of January 2023 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 Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.

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.
Content Syndication
Quickly integrate customizable finance content to your own investment portal
Go
Technical Analysis
Check basic technical indicators and analysis based on most latest market data
Go
Portfolio File Import
Quickly import all of your third-party portfolios from your local drive in csv format
Go
Money Flow Index
Determine momentum by analyzing Money Flow Index and other technical indicators
Go
Options Analysis
Analyze and evaluate options and option chains as a potential hedge for your portfolios
Go
Cryptocurrency Center
Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
Go
Global Correlations
Find global opportunities by holding instruments from different markets
Go
Watchlist Optimization
Optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm
Go
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Go
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
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.