American Funds Mutual Fund Money Managers
| RHGTX Fund | USD 18.92 0.05 0.26% |
Break down of American Funds' management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with American Funds' future under-performance.
| James Lovelace Executive Fund Manager |
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American |
American Funds Net Asset Comparison
American Funds 2040 is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Target-Date 2040 category is currently estimated at about 528.86 Billion. American Funds holds roughly 13.16 Billion in net asset claiming about 2.49% of funds listed under Target-Date 2040 category.
American Funds 2040 Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. American Funds 2040 Price Series Summation is a cross summation of American Funds price series and its benchmark/peer.
American Funds Stakeholder
| James Lovelace | Fund Manager | Profile |
About American Funds Management Performance
The success or failure of an entity such as American Funds 2040 often depends on how effective the management is. American Funds management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of American management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the American management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
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.
Please note that past performance is not an indicator of the future performance of American Funds, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in American Funds 2040. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in estimate. You can also try the Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.