Value Fund A Fund Quote
| TWADX Fund | USD 8.03 0.04 0.50% |
Performance5 of 100
| Odds Of DistressLess than 20
|
Value Fund is trading at 8.03 as of the 24th of April 2024; that is 0.50 percent increase since the beginning of the trading day. The fund's open price was 7.99. Value Fund has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Value Fund A are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of May 2022 and ending today, the 24th of April 2024. Click here to learn more.
In selecting stocks for the fund, the portfolio managers look for companies of all sizes whose stock price may not reflect the companys value. The managers attempt to purchase the stocks of these undervalued companies and hold each stock until the price has increased to, or is higher than, a level the managers believe more accurately reflects the fair value of the company. More on Value Fund A
Moving together with Value Mutual Fund
| 0.99 | AMDVX | Mid Cap Value | PairCorr |
| 0.75 | TWCIX | Select Fund Investor | PairCorr |
| 0.75 | TWCGX | Growth Fund Investor | PairCorr |
| 0.88 | TWBIX | Balanced Fund Investor | PairCorr |
| 0.77 | TWCUX | Ultra Fund Investor | PairCorr |
Value Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Value Fund's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Value Fund or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | American Century Investments Funds, Large Value Funds, Large Value, American Century Investments (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
Value Fund A [TWADX] is traded in USA and was established 24th of April 2024. Value Fund is listed under American Century Investments category by Fama And French industry classification. The fund is listed under Large Value category and is part of American Century Investments family. This fund at this time has accumulated 2.16 B in assets with no minimum investment requirementsValue Fund A is currently producing year-to-date (YTD) return of 2.46% with the current yeild of 0.02%, while the total return for the last 3 years was 5.98%.
Check Value Fund 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 Value 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 Value 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 Value Fund A 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 Value Fund A Mutual Fund Constituents
| MRK | Merck Company | Stock | Health Care |
| BAC | Bank of America | Stock | Financials |
| CSCO | Cisco Systems | Stock | Information Technology |
| CVX | Chevron Corp | Stock | Energy |
| GE | GE Aerospace | Stock | Industrials |
| INTC | Intel | Stock | Information Technology |
| JNJ | Johnson Johnson | Stock | Health Care |
Value Fund Target Price Odds Analysis
Based on a normal probability distribution, the odds of Value Fund jumping above the current price in 90 days from now is about 26.02%. The Value Fund A probability density function shows the probability of Value Fund mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Value Fund has a beta of 0.8411. This usually implies as returns on the market go up, Value Fund average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Value Fund A will be expected to be much smaller as well. Additionally, value Fund A has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Value Fund to move above the current price in 90 days from now is about 26.02 (This Value Fund A probability density function shows the probability of Value Mutual Fund to fall within a particular range of prices over 90 days) .
Value Fund A Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Value Fund market risk premium is the additional return an investor will receive from holding Value Fund long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Value Fund. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Value Fund's alpha and beta are two of the key measurements used to evaluate Value Fund's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.4558 | |||
| Semi Deviation | 0.5674 | |||
| Standard Deviation | 0.6172 | |||
| Variance | 0.381 |
Value Fund Against Markets
Picking the right benchmark for Value Fund mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Value Fund mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Value Fund is critical whether you are bullish or bearish towards Value Fund A at a given time. Please also check how Value Fund's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Value Fund without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Value Mutual Fund?
Before investing in Value Fund, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Value Fund. To buy Value Fund fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Value Fund. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Value Fund fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Value Fund A fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Value Fund A fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Value Fund A, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Value Fund A?
The danger of trading Value Fund A is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Value Fund is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Value Fund. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Value Fund A is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Value Fund A. 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 unemployment. Note that the Value Fund A information on this page should be used as a complementary analysis to other Value Fund's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.