Income Fund Of Fund Quote
AMECX Fund | USD 26.28 0.08 0.31% |
Performance12 of 100
| Odds Of DistressLess than 18
|
Income Fund is trading at 26.28 as of the 30th of November 2024; that is 0.31% up since the beginning of the trading day. The fund's open price was 26.2. Income Fund has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Income Fund Of are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of June 2024 and ending today, the 30th of November 2024. Click here to learn more.
Normally the fund invests primarily in income-producing securities. These include equity securities, such as dividend-paying common stocks, and debt securities, such as interest-paying bonds. Generally at least 60 percent of the funds assets will be invested in common stocks and other equity-type securities. More on Income Fund Of
Moving together with Income Mutual Fund
Income Mutual Fund Highlights
Fund Concentration | American Funds, Large Value Funds, Allocation--70% to 85% Equity Funds, Allocation--70% to 85% Equity, American Funds, Large Value, Allocation--70% to 85% Equity (View all Sectors) |
Update Date | 30th of September 2024 |
Expense Ratio Date | 1st of October 2022 |
Fiscal Year End | July |
Income Fund Of [AMECX] is traded in USA and was established 30th of November 2024. Income Fund is listed under American Funds category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of American Funds family. This fund presently has accumulated 118.35 B in assets under management (AUM) with no minimum investment requirementsIncome Fund is currently producing year-to-date (YTD) return of 13.64% with the current yeild of 0.03%, while the total return for the last 3 years was 5.7%.
Check Income 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 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 Fund Of 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 Fund Of Mutual Fund Constituents
CVX | Chevron Corp | Stock | Energy | |
INTC | Intel | Stock | Information Technology | |
CCI | Crown Castle | Stock | Real Estate | |
VZ | Verizon Communications | Stock | Communication Services | |
PM | Philip Morris International | Stock | Consumer Staples | |
PFE | Pfizer Inc | Stock | Health Care | |
MSFT | Microsoft | Stock | Information Technology | |
MRK | Merck Company | Stock | Health Care |
Income Fund Risk Profiles
Mean Deviation | 0.317 | |||
Semi Deviation | 0.3133 | |||
Standard Deviation | 0.4042 | |||
Variance | 0.1634 |
Income Fund Against Markets
Other Information on Investing in Income Mutual Fund
Income Fund 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 Fund security.
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