Fundamental Mutual Fund Manager Performance Evaluation


USD 56.65  1.26  2.18%   

The fund shows a Beta (market volatility) of 1.066, which means a somewhat significant risk relative to the market. Let's try to break down what Fundamental's beta means in this case. Fundamental Investors returns are very sensitive to returns on the market. As the market goes up or down, Fundamental Investors is expected to follow. Even though it is essential to pay attention to Fundamental Investors historical returns, it is always good to be careful when utilizing equity current trending patterns. Our philosophy towards predicting any fund's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Fundamental Investors Class exposes twenty-one different technical indicators, which can help you to evaluate its performance.
Fundamental Performance
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Over the last 90 days Fundamental Investors Class has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Fundamental Investors is not utilizing all of its potentials. The new stock price disturbance, may contribute to short-term losses for the investors.

Fundamental Price Channel

Fifty Two Week Low57.47
Fifty Two Week High81.60

Fundamental Investors Relative Risk vs. Return Landscape

If you would invest  5,957  in Fundamental Investors Class on June 28, 2022 and sell it today you would lose (292.00)  from holding Fundamental Investors Class or give up 4.9% of portfolio value over 90 days. Fundamental Investors Class is currently producing negative expected returns and takes up 1.225% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Fundamental, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon Fundamental Investors is expected to generate 1.11 times more return on investment than the market. However, the company is 1.11 times more volatile than its market benchmark. It trades about -0.06 of its potential returns per unit of risk. The DOW is currently generating roughly -0.07 per unit of risk.

Fundamental Investors Current Valuation

Today 56.65
Please note that Fundamental Investors' price fluctuation is very steady at this time.
Fundamental Investors shows a prevailing Real Value of $57.79 per share. The current price of the fund is $56.65. At this time, the entity appears to be undervalued. We determine the value of Fundamental Investors from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Our valuation method for Fundamental Investors Class is useful when determining the fair value of the Fundamental mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Fundamental Investors. Since Fundamental Investors is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fundamental Mutual Fund. However, Fundamental Investors' 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.
Real Value
Estimating the potential upside or downside of Fundamental Investors Class helps investors to forecast how Fundamental 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 Fundamental Investors more accurately as focusing exclusively on Fundamental Investors' fundamentals will not take into account other important factors:
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Fundamental Investors Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Fundamental Investors' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fundamental Investors Class, and traders can use it to determine the average amount a Fundamental Investors' 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 = -0.0591

Good Returns
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Estimated Market Risk
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Expected Return
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Risk-Adjusted Return
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Based on monthly moving average Fundamental Investors is performing at about 0% 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 Fundamental Investors by adding it to a well-diversified portfolio.

About Fundamental Investors Performance

To evaluate Fundamental Investors 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 Fundamental Investors 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 Fundamental 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 Fundamental Investors market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Fundamental'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 investment seeks long-term growth of capital and income. Fundamental Investors is traded on NASDAQ Exchange in the United States.

Things to note about Fundamental Investors

Checking the ongoing alerts about Fundamental Investors for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fundamental Investors help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Fundamental Investors Alerts

Equity Alerts and Improvement Suggestions

Fundamental Investors generated a negative expected return over the last 90 days
On 15th of September 2022 Fundamental Investors paid $ 0.17 per share dividend to its current shareholders
The fund holds 96.03% of its assets under management (AUM) in equities
Please continue to Trending Equities. 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 Content Syndication module to quickly integrate customizable finance content to your own investment portal.

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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.