Amcap Fund Cash Position Weight vs. Ten Year Return
| AMCPX Fund | USD 43.12 0.43 1.01% |
For Amcap Fund profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Amcap Fund to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Amcap Fund Class utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Amcap Fund's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Amcap Fund Class over time as well as its relative position and ranking within its peers.
Amcap |
Amcap Fund Class Ten Year Return vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Amcap Fund's current stock value. Our valuation model uses many indicators to compare Amcap Fund value to that of its competitors to determine the firm's financial worth. Amcap Fund Class is the top fund in cash position weight among similar funds. It also is the top fund in ten year return among similar funds reporting about 1.60 of Ten Year Return per Cash Position Weight. 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 Amcap Fund's earnings, one of the primary drivers of an investment's value.Amcap Ten Year Return vs. Cash Position Weight
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Amcap Fund |
| = | 8.10 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Amcap Fund |
| = | 12.99 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Amcap Ten Year Return Comparison
Amcap Fund is currently under evaluation in ten year return among similar funds.
Amcap Fund Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Amcap Fund, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Amcap Fund will eventually generate negative long term returns. The profitability progress is the general direction of Amcap Fund's change in net profit over the period of time. It can combine multiple indicators of Amcap Fund, 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 fund invests primarily in common stocks of U.S. companies that have solid long-term growth records and the potential for good future growth. The basic investment philosophy of the investment adviser is to seek to invest in attractively valued companies that, in its opinion, represent good, long-term investment opportunities.
Amcap Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Amcap Fund. 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 Amcap Fund 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 Amcap Fund's important profitability drivers and their relationship over time.
Use Amcap Fund 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 Amcap Fund 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 Amcap Fund will appreciate offsetting losses from the drop in the long position's value.Amcap Fund Pair Trading
Amcap Fund Class Pair Trading Analysis
The ability to find closely correlated positions to Amcap Fund could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Amcap Fund 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 Amcap Fund - 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 Amcap Fund Class to buy it.
The correlation of Amcap Fund is a statistical measure of how it moves in relation to other instruments. 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 Amcap Fund moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Amcap Fund Class 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 Amcap Fund 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.Use Investing Themes to Complement your Amcap Fund position
In addition to having Amcap Fund 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 Marketing Thematic Idea Now
Marketing
Companies providing marketing and public relation (PR) services as well as news and media distribution. The Marketing theme has 48 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 Marketing Theme or any other thematic opportunities.
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Other Information on Investing in Amcap Mutual Fund
To fully project Amcap Fund's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Amcap Fund Class 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 Amcap Fund's income statement, its balance sheet, and the statement of cash flows.
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