Income Growth Fund Quote
| AMADX Fund | USD 37.04 0.19 0.51% |
PerformanceVery Weak
| Odds Of DistressLow
|
Income Growth is trading at 37.04 as of the 27th of February 2025; that is 0.51 percent down since the beginning of the trading day. The fund's open price was 37.23. Income Growth 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 28th of January 2025 and ending today, the 27th of February 2025. Click here to learn more.
In selecting stocks for the fund, the managers use quantitative and qualitative management techniques in a multi-step process. The managers evaluate stocks, primarily large capitalization, publicly traded U.S. companies based on an objective set of measures, including valuation, quality, growth, and sentiment. More on Income Growth Fund
Moving together with Income Mutual Fund
Income Mutual Fund Highlights
| Fund Concentration | American Century Investments Funds, Large Value Funds, Large Value, American Century Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Income Growth Fund [AMADX] is traded in USA and was established 27th of February 2025. Income Growth 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 presently has accumulated 2.16 B in assets under management (AUM) with no minimum investment requirementsIncome Growth is currently producing year-to-date (YTD) return of 2.08% with the current yeild of 0.01%, while the total return for the last 3 years was 4.45%.
Check Income Growth 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 Income 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 Income 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 Income Growth Fund 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 Income Growth Fund Mutual Fund Constituents
| WBA | Walgreens Boots Alliance | Stock | Consumer Staples | |
| C | Citigroup | Stock | Financials | |
| IWD | iShares Russell 1000 | Etf | Large Value | |
| MRK | Merck Company | Stock | Health Care | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| MSFT | Microsoft | Stock | Information Technology | |
| BX | Blackstone Group | Stock | Financials | |
| AAPL | Apple Inc | Stock | Information Technology |
Income Growth Risk Profiles
| Mean Deviation | 0.5143 | |||
| Standard Deviation | 0.6955 | |||
| Variance | 0.4837 | |||
| Risk Adjusted Performance | (0.03) |
Income Growth Against Markets
Other Information on Investing in Income Mutual Fund
Income Growth financial ratios help investors to determine whether Income 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 Income with respect to the benefits of owning Income Growth security.
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