Investment Mutual Fund Quote

RICGX
 Fund
  

USD 45.36  0.04  0.09%   

Market Performance
6 of 100
Odds Of Distress
Less than 1
Investment is trading at 45.36 as of the 18th of August 2022; that is -0.09 percent decrease since the beginning of the trading day. The fund's open price was 45.4. Investment has a very small chance of experiencing financial distress in the next few years but had a somewhat modest performance during the last 90 days. Equity ratings for The Investment are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 19th of July 2022 and ending today, the 18th of August 2022. Click here to learn more.
The fund invests primarily in common stocks, most of which have a history of paying dividends. Investment is traded on NASDAQ Exchange in the United States. More on The Investment

Moving together with Investment

0.85VFINXVanguard Index Trust Low VolatilityPairCorr
0.94VFFSXVanguard 500 Index Low VolatilityPairCorr
0.85VFIAXVanguard 500 Index Low VolatilityPairCorr
0.86DISWalt Disney Fiscal Year End 9th of November 2022 PairCorr

Investment Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Investment's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Investment or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Investment is unlikely to experience financial distress in the next 2 years
The fund maintains about 6.95% of its assets in cash
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Investment's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Startdate2nd of July 2018
The Investment [RICGX] is traded in USA and was established 18th of August 2022. The fund is listed under Large Blend category and is part of American Funds family. Investment at this time has accumulated 109.18 B in assets with no minimum investment requirements, while the total return for the last 3 years was 7.33%.
Check Investment Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Investment Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Investment Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as The Investment Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top The Investment Constituents

Investment Target Price Odds Analysis

What are Investment's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Investment jumping above the current price in 90 days from now is nearly 4.34%. The The Investment probability density function shows the probability of Investment mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Investment has a beta of 0.0777 indicating as returns on the market go up, Investment average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding The Investment will be expected to be much smaller as well. Additionally, the company has an alpha of 0.0988, implying that it can generate a 0.0988 percent excess return over DOW after adjusting for the inherited market risk (beta).
  Odds Below 45.36HorizonTargetOdds Above 45.36
95.59%90 days
 45.36 
4.34%
Based on a normal probability distribution, the odds of Investment to move above the current price in 90 days from now is nearly 4.34 (This The Investment probability density function shows the probability of Investment Mutual Fund to fall within a particular range of prices over 90 days) .

Investment Top Holders

Investment Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Investment market risk premium is the additional return an investor will receive from holding Investment long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Investment. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Investment's alpha and beta are two of the key measurements used to evaluate Investment's performance over the market, the standard measures of volatility play an important role as well.

Investment Against Markets

Picking the right benchmark for Investment mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Investment mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Investment is critical whether you are bullish or bearish towards The Investment at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Investment without increasing your portfolio risk or giving up 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 Probability Of Bankruptcy Now

   

Probability Of Bankruptcy

Get analysis of equity chance of financial distress in the next 2 years
All  Next Launch Module

Invested in The Investment?

You need to understand the risk of investing before taking a position in Investment. The danger of trading The Investment is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Investment is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Investment. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Investment is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Additionally, take a look at Your Equity Center. Note that the Investment 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 Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.

Complementary Tools for Investment Mutual Fund analysis

When running Investment 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 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.
Fund Screener
Find actively-traded funds from around the world traded on over 30 global exchanges
Go
Risk-Return Analysis
View associations between returns expected from investment and the risk you assume
Go
Portfolio Holdings
Check your current holdings and cash postion to detemine if your portfolio needs rebalancing
Go
Crypto Correlations
Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins
Go
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Go
Analyst Recommendations
Analyst recommendations and target price estimates broken down by several categories
Go
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon
Go
Watchlist Optimization
Optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm
Go
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
Go
Competition Analyzer
Analyze and compare many basic indicators for a group of related or unrelated entities
Go
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 Investment value 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.