American Funds Financial Statements From 2010 to 2024

RBOTX Fund  USD 17.92  0.10  0.56%   
American Funds financial statements provide useful quarterly and yearly information to potential American Funds 2065 investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on American Funds financial statements helps investors assess American Funds' valuation, profitability, and current liquidity needs. Key fundamental drivers impacting American Funds' valuation are summarized below:
American Funds 2065 does not presently have any fundamental signals for analysis.
Check American Funds financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among American Funds' main balance sheet or income statement drivers, such as , as well as many indicators such as . American financial statements analysis is a perfect complement when working with American Funds Valuation or Volatility modules.
  
This module can also supplement various American Funds Technical models . Check out the analysis of American Funds Correlation against competitors.

American Funds 2065 Mutual Fund Annual Yield Analysis

American Funds' Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.

Yield

 = 

Income from Security

Current Share Price

More About Annual Yield | All Equity Analysis

Current American Funds Annual Yield

    
  0 %  
Most of American Funds' fundamental indicators, such as Annual Yield, 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, American Funds 2065 is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Competition

In accordance with the recently published financial statements, American Funds 2065 has an Annual Yield of 0.0045%. This is much higher than that of the American Funds family and significantly higher than that of the Target-Date 2065+ category. The annual yield for all United States funds is notably lower than that of the firm.

American Funds 2065 Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining American Funds's current stock value. Our valuation model uses many indicators to compare American Funds value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across American Funds competition to find correlations between indicators driving American Funds's intrinsic value. More Info.
American Funds 2065 is rated top fund in annual yield among similar funds. It also is rated top fund in net asset among similar funds making up about  469,517,340,444  of Net Asset per Annual Yield. 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 Funds' earnings, one of the primary drivers of an investment's value.

About American Funds Financial Statements

American Funds investors use historical fundamental indicators, such as American Funds' revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in American Funds. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.

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Other Information on Investing in American Mutual Fund

American Funds financial ratios help investors to determine whether American Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in American with respect to the benefits of owning American Funds security.
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