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CBFEX American Funds Global Balanced 529E Forecast, Technical & Fundamental Analysis

The investment seeks the balanced accomplishment of three objectives: long-term growth of capital, conservation of principal and current income... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Broadcom Inc. (NASDAQ:AVGO), Meta Platforms (NASDAQ:META), Abbott Laboratories (NYSE:ABT), Canadian Natural Resources Limited (NYSE:CNQ).

Industry description

The investment seeks the balanced accomplishment of three objectives: long-term growth of capital, conservation of principal and current income. As a balanced fund with global scope, the fund seeks to invest in equity and debt securities around the world that offer the opportunity for growth and/or provide dividend income, while also constructing the portfolio to protect principal and limit volatility. The adviser will allocate its assets among various countries.

Market Cap

The average market capitalization across the American Funds Global Balanced 529E MF is 1.24T. The market cap for tickers in the group ranges from 96.17B to 3.28T. MSFT holds the highest valuation in this group at 3.28T. The lowest valued company is CNQ at 96.17B.

Volume

The average weekly volume growth across all stocks in the American Funds Global Balanced 529E MF was 28%. For the same stocks of the MF, the average monthly volume growth was 24% and the average quarterly volume growth was 33%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 40
P/E Growth Rating: 60
Price Growth Rating: 46
SMR Rating: 45
Profit Risk Rating: 39
Seasonality Score: 2 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Details
Category
Global Moderate Allocation
Address
American Funds Global Balanced FundOne Market Steuart Tower, Suite 1800San Francisco
Phone
N/A
Web
www.americanfunds.com
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CBFEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CBFEX has been closely correlated with CIBCX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if CBFEX jumps, then CIBCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CBFEX
1D Price
Change %
CBFEX100%
N/A
CIBCX - CBFEX
96%
Closely correlated
N/A
CIREX - CBFEX
95%
Closely correlated
N/A
RIRBX - CBFEX
95%
Closely correlated
N/A
RIRAX - CBFEX
94%
Closely correlated
N/A
CAIFX - CBFEX
94%
Closely correlated
N/A
More
American Funds Global Balanced 529E (CBFEX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com