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

21.62
Net Asset Value
+0.23%
1 Day
+0.19%
Year-to-Date
Overall Morningstar Rating
Moderate allocation
Style or Category
5.75
Sales Expenses
0.57%
Expense Ratio
Average
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.

Performance

1 month-1.64% 3 years+11.08%
3 months-0.06% 5 years+10.80%
1 year+7.62% Since inception+11.39%
Data through --

Peer Comparisonvs. Moderate allocation

 AMECXCategory
Performance 5-yr return+10.80%+9.43%
Expense ratio0.57%1.27%
Risk 5 year sharpe ratio1.361.09
Net assets$99.6B$2.9B
Average market cap$58.2B$46.8B
Average P/E19.218.1
Portfolio turnover47%47%

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Fund Management and Purchase Info

Fund familyAmerican Funds
Fund manager & tenureDina Perry / 23 Years
Minimal initial investment$250.00
Minimum IRA investment$250.00

Holdings

U.S. stock53.69%
Fixed income22.51%
International stock16.87%
Cash5.68%
Other1.26%
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 Merck3.11%
MSFT Microsoft3.06%
GE General Electric2.09%
BMY Bristol-Myers Squibb2.05%
PFE Pfizer1.92%
DD E I du Pont de Nemours and Co1.78%
VZ Verizon1.65%
CSCO Cisco1.58%
PG Procter & Gamble1.51%
WM Waste Management Inc1.48%

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