American Funds Retirement Fund Quote
| NGCRX Fund | USD 11.68 0.18 1.52% |
Performance0 of 100
| Odds Of DistressLess than 23
|
American Funds is trading at 11.68 as of the 20th of December 2024; that is 1.52 percent decrease since the beginning of the trading day. The fund's open price was 11.86. American Funds has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of October 2024 and ending today, the 20th of December 2024. Click here to learn more.
The advisor will attempt to achieve its investment objectives by investing in a mix of American Funds in varying combinations and weightings over time. The underlying funds will typically seek to generate income from their investments and will primarily consist of fixed-income, equity-income and balanced funds. More on American Funds Retirement
Moving together with American Mutual Fund
American Mutual Fund Highlights
| Fund Concentration | American Funds, Large Value Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, American Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of January 2023 |
| Fiscal Year End | October |
American Funds Retirement [NGCRX] is traded in USA and was established 20th of December 2024. American Funds is listed under American Funds category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of American Funds family. This fund now has accumulated 1.27 B in assets with no minimum investment requirementsAmerican Funds Retirement is currently producing year-to-date (YTD) return of 7.52% with the current yeild of 0.02%, while the total return for the last 3 years was 1.03%.
Check American Funds 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 American 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 American 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 American Funds Retirement 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 American Funds Retirement Mutual Fund Constituents
| RANGX | American Funds Strategic | Mutual Fund | Intermediate Core-Plus Bond | |
| RBFGX | Bond Fund Of | Mutual Fund | Intermediate Core Bond | |
| RGBGX | American Funds Global | Mutual Fund | World Allocation | |
| RGVGX | Us Government Securities | Mutual Fund | Intermediate Government | |
| RIDGX | Income Fund Of | Mutual Fund | Allocation--70% to 85% Equity | |
| RILFX | American Funds Inflation | Mutual Fund | Inflation-Protected Bond | |
| RIRGX | Capital Income Builder | Mutual Fund | World Allocation | |
| RLBGX | American Balanced Fund | Mutual Fund | Allocation--50% to 70% Equity |
American Funds Retirement Risk Profiles
| Mean Deviation | 0.2256 | |||
| Standard Deviation | 0.3177 | |||
| Variance | 0.1009 | |||
| Risk Adjusted Performance | (0.11) |
American Funds Against Markets
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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