American Funds Income Fund of America Fund Class A (AMECX)

Net Asset Value
1 Day
Overall Morningstar Rating
Moderate allocation
Style or Category
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks to provide investors with current income while secondarily striving for capital growth. 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% of the fund's assets will be invested in common stocks and other equity-type securities. The fund may also invest up to 25% of its assets in equity securities of issuers domiciled outside the United States, including issuers in developing countries.


1 month+1.35% 3 years+10.79%
3 months+2.90% 5 years+15.77%
1 year+14.02% Since inception+11.44%
Data through --

Peer Comparisonvs. Moderate allocation

Performance 5-yr return+15.77%+14.54%
Expense ratio0.58%1.32%
Risk 5 year sharpe ratio1.701.41
Net assets$91.2B$2.4B
Average market cap$52.6B$46.1B
Average P/E18.917.7
Portfolio turnover47%47%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyAmerican Funds
Fund manager & tenureDina Perry / 22 Years
Minimal initial investment$250.00
Minimum IRA investment$250.00


U.S. stock54.09%
Fixed income22.82%
International stock16.75%
Top 5 Sectors
Portfolio weighting
Industrial materials 18.84%
Consumer goods 12.21%
Energy 11.81%
Financial service 11.62%
Healthcare 10.77%
Top 10 Holdings
Portfolio weighting
MRK Merck & Co Inc2.69%
BMY Bristol-Myers Squibb Company2.61%
MSFT Microsoft Corporation2.37%
GE General Electric Co2.30%
PFE Pfizer Inc1.79%
DD E.I. du Pont de Nemours & Company1.65%
LMT Lockheed Martin Corporation1.62%
-- National Grid PLC1.56%
-- AstraZeneca PLC1.36%
DOW Dow Chemical Co1.28%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer LIBOR Warning: Neither BBA Enterprises Limited, nor the BBA LIBOR Contributor Banks, nor Reuters, can be held liable for any irregularity or inaccuracy of BBA LIBOR. Disclaimer. Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.