American Funds The Income Fund of America® 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-2.84% 3 years+12.65%
3 months-1.93% 5 years+11.18%
1 year+8.33% Since inception+11.38%
Data through --

Peer Comparisonvs. Moderate allocation

Performance 5-yr return+11.18%+9.75%
Expense ratio0.57%1.30%
Risk 5 year sharpe ratio1.341.06
Net assets$94.5B$2.6B
Average market cap$63.3B$46.7B
Average P/E18.418.1
Portfolio turnover47%47%

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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. stock53.18%
Fixed income23.45%
International stock17.14%
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 Inc3.27%
MSFT Microsoft Corp3.11%
GE General Electric Co2.13%
VZ Verizon Communications Inc1.85%
PFE Pfizer Inc1.83%
BMY Bristol-Myers Squibb Company1.79%
DD E I du Pont de Nemours & Company1.68%
PEP PepsiCo Inc1.51%
CSCO Cisco Systems Inc1.44%
PG Procter & Gamble Co1.40%

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