American Funds is trading at 11.84 as of the 26th of December 2024; that is 0.34% up since the beginning of the trading day. The fund's open price was 11.8. American Funds has about a 22 % 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 26th of November 2024 and ending today, the 26th 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
American Funds Retirement [FAFWX] is traded in USA and was established 26th 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 currently has accumulated 1.27 B in assets under management (AUM) with no minimum investment requirementsAmerican Funds Retirement is currently producing year-to-date (YTD) return of 6.64% with the current yeild of 0.03%, while the total return for the last 3 years was 1.35%.
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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
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.