AMERICAN BEACON Equity Positions Weight vs. One Year Return

AMPAX
 Fund
  

USD 12.17  0.00  0.00%   

For AMERICAN BEACON profitability analysis, we use financial ratios and fundamental drivers that measure the ability of AMERICAN BEACON to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well AMERICAN BEACON MID-CAP utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between AMERICAN BEACON's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of AMERICAN BEACON MID-CAP over time as well as its relative position and ranking within its peers. Please continue to Trending Equities.
  
Please note, there is a significant difference between AMERICAN BEACON's value and its price as these two are different measures arrived at by different means. Investors typically determine AMERICAN BEACON value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, AMERICAN BEACON'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.

AMERICAN BEACON MID-CAP One Year Return vs. Equity Positions Weight Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining AMERICAN BEACON's current stock value. Our valuation model uses many indicators to compare AMERICAN BEACON value to that of its competitors to determine the firm's financial worth.
AMERICAN BEACON MID-CAP is the top fund in equity positions weight among similar funds. It is the top fund in one year return among similar funds . . Comparative valuation analysis is a catch-all model that can be used if you cannot value AMERICAN BEACON by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for AMERICAN BEACON's 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 AMERICAN BEACON's earnings, one of the primary drivers of an investment's value.

AMERICAN One Year Return vs. Equity Positions Weight

Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
AMERICAN BEACON 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
96.75 %
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
AMERICAN BEACON 
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
(15.06) %
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.

AMERICAN BEACON Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in AMERICAN BEACON, profitability is also one of the essential criteria for including it into their portfolios because, without profit, AMERICAN BEACON will eventually generate negative long term returns. The profitability progress is the general direction of AMERICAN BEACON's change in net profit over the period of time. It can combine multiple indicators of AMERICAN BEACON, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The investment seeks long-term capital appreciation and current income. American Beacon is traded on NASDAQ Exchange in the United States.

AMERICAN Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on AMERICAN BEACON. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of AMERICAN BEACON position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the AMERICAN BEACON's important profitability drivers and their relationship over time.

Use AMERICAN BEACON in pair-trading

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 AMERICAN BEACON 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 AMERICAN BEACON will appreciate offsetting losses from the drop in the long position's value.

AMERICAN BEACON Pair Trading

AMERICAN BEACON MID-CAP Pair Trading Analysis

The ability to find closely correlated positions to AMERICAN BEACON could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace AMERICAN BEACON 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 AMERICAN BEACON - 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 AMERICAN BEACON MID-CAP to buy it.
The correlation of AMERICAN BEACON 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 AMERICAN BEACON moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if AMERICAN BEACON MID-CAP 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 AMERICAN BEACON 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

Use Investing Themes to Complement your AMERICAN BEACON position

In addition to having AMERICAN BEACON 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?

Run Heavy Metals Thematic Idea Now

Heavy Metals
Heavy Metals Theme
Companies involved in mining, production, and distribution of various industrial metals and minerals. The Heavy Metals theme has 40 constituents at this time.
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 Heavy Metals Theme or any other thematic opportunities.
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Please continue to Trending Equities. Note that the AMERICAN BEACON MID-CAP information on this page should be used as a complementary analysis to other AMERICAN BEACON'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 Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.

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When running AMERICAN BEACON MID-CAP price analysis, check to measure AMERICAN BEACON'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 AMERICAN BEACON is operating at the current time. Most of AMERICAN BEACON's value examination focuses on studying past and present price action to predict the probability of AMERICAN BEACON's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move AMERICAN BEACON's price. Additionally, you may evaluate how the addition of AMERICAN BEACON to your portfolios can decrease your overall portfolio volatility.
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To fully project AMERICAN BEACON's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of AMERICAN BEACON MID-CAP at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include AMERICAN BEACON's income statement, its balance sheet, and the statement of cash flows.
Potential AMERICAN BEACON investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although AMERICAN BEACON investors may work on each financial statement separately, they are all related. The changes in AMERICAN BEACON's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on AMERICAN BEACON's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.