Fundamental Mutual Fund Buy Hold or Sell Recommendation

ANCFX
 Fund
  

USD 58.75  0.57  0.96%   

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Fundamental Investors Class is 'Hold'. 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.
  
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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
Hold

Volatility

Very steadyDetails

Hype Condition

Over hypedDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very LowDetails

Economic Sensitivity

Almost mirrors the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Fundamental Investors Class has a Risk Adjusted Performance of (0.22), Jensen Alpha of (0.05), Total Risk Alpha of (0.044537) and Treynor Ratio of (0.24)
Our advice module provides unbiased investment recommendation that can be used to complement current average analyst sentiment on Fundamental Investors Class. Our advice engine provides an advice for the entity potential to grow from the perspective of an investor's 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 generated a negative expected return over the last 90 days
Fundamental Investors is unlikely to experience financial distress in the next 2 years
The fund holds 97.47% 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 future 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 stock.
Mean Return-0.26Value At Risk-3.28
Potential Upside2.22Standard Deviation1.63
 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 stock's price will be affected by overall stock 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 stock'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
-0.05
β
Beta against DOW1.11
σ
Overall volatility
1.66
Ir
Information ratio -0.05

Fundamental Investors Volatility Alert

Fundamental Investors Class exhibits very low volatility with skewness of -0.28 and kurtosis of -0.25. However, we advise investors to further study Fundamental Investors Class technical indicators to make sure all market info is available and is reliable. 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 bullying 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 Implied Volatility

Fundamental Investors' implied volatility exposes the market's sentiment of Fundamental Investors Class stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Fundamental Investors' implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Fundamental Investors stock will not fluctuate a lot when Fundamental Investors' options are near their expiration.

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 Weight2.19 %10.61 %
Equity Positions Weight97.47 %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 stock 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. Although Fundamental Investors investors may find it confusing at the beginning, 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?

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Currency
Currency Theme
Funds or Etfs investing in a single currency or combination of currencies from different countries in order to replicate respective foreign exchange markets. The Currency theme has 40 constituents.
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 Currency 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 Piotroski F Score module to get Piotroski F Score based on binary analysis strategy of nine different fundamentals.

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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.