Aama Income Fund Quote
| AMFIX Fund | USD 23.88 0.04 0.17% |
Performance16 of 100
| Odds Of DistressLess than 17
|
Aama Income is trading at 23.88 as of the 28th of November 2024; that is 0.17 percent decrease since the beginning of the trading day. The fund's open price was 23.92. Aama Income has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Aama Income Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund will principally invest in income-producing securities which include U.S. Treasury obligations and other U.S. government and agency securities including mortgage-backed securities, corporate bonds, high yield bonds , municipal bonds, preferred stocks, inflation indexed bonds, money market instruments including commercial paper, bankers acceptances and marketable CDs, floating and variable rate securities, zero coupon bonds, and ETFs or mutual funds that invest in the types of securities in which the fund would normally invest.. More on Aama Income Fund
Moving together with Aama Mutual Fund
Aama Mutual Fund Highlights
| Fund Concentration | AAMA Funds, Intermediate Core-Plus Bond Funds, Intermediate Core-Plus Bond, AAMA, Intermediate Core-Plus Bond, Intermediate Core-Plus Bond (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of October 2022 |
| Fiscal Year End | June |
Aama Income Fund [AMFIX] is traded in USA and was established 28th of November 2024. Aama Income is listed under AAMA category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of AAMA family. This fund presently has accumulated 142.62 M in assets under management (AUM) with minimum initial investment of 10 K. Aama Income Fund is currently producing year-to-date (YTD) return of 3.07% with the current yeild of 0.0%, while the total return for the last 3 years was 0.13%.
Check Aama Income 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 Aama 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 Aama 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 Aama Income 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 Aama Income Fund Mutual Fund Constituents
| FOZXX | First American Funds | Money Market Fund | US Money Market Fund | |
| SHV | iShares Short Treasury | Etf | Ultrashort Bond | |
| SHY | iShares 1 3 Year | Etf | Short Government | |
| VGSH | Vanguard Short Term Treasury | Etf | Short Government | |
| VMBS | Vanguard Mortgage Backed Securities | Etf | Intermediate Government |
Aama Income Fund Risk Profiles
| Mean Deviation | 0.0383 | |||
| Standard Deviation | 0.051 | |||
| Variance | 0.0026 | |||
| Downside Variance | 0.0035 |
Aama Income Against Markets
Other Information on Investing in Aama Mutual Fund
Aama Income financial ratios help investors to determine whether Aama 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 Aama with respect to the benefits of owning Aama Income security.
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