Income Mutual Fund Financials

CIMEX
 Fund
  

USD 23.63  0.02  0.08%   

Financial data analysis helps to validate if markets are presently mispricing Income Fund. We were able to analyze and collect data for fifteen available reported financial drivers for Income Fund, which can be compared to its competitors. Use The Income Fund price to book, three year return, as well as the relationship between the Three Year Return and cash position weight to make sure your decision on pricing Income Fund is adequate. Use Income Fund to protect your portfolios against small market fluctuations. Benchmarks are essential to demonstrate the utility of optimization algorithms. The fund experiences a normal downward trend and little activity. Check odds of Income Fund to be traded at $23.39 in 90 days.
  
With this module, you can analyze Income financials for your investing period. You should be able to track the changes in Income Fund individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
Understanding current and past Income Fund Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Income Fund's financial statements are interrelated, with each one affecting the others. For example, an increase in Income Fund's assets may result in an increase in income on the income statement.
Chance Of Financial Distress
Less than 1
The Income Fund has less than 1 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Income Fund mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info
The data published in Income Fund's official financial statements usually reflect Income Fund's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Income Fund. For example, before you start analyzing numbers published by Income accountants, it's critical to develop an understanding of what Income Fund's liquidity, profitability, and earnings quality are in the context of the American Funds space in which it operates.
Please note that past performance is not an indicator of the future performance of Income Fund, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .

Income Fund Company Summary

Income Fund competes with Verizon Communications. The investment seeks to provide investors with current income while secondarily striving for capital growth. Income Fund is traded on NASDAQ Exchange in the United States.
InstrumentUSA Mutual Fund View All
ExchangeNASDAQ Exchange
Business AddressTheome Fund of
Mutual Fund FamilyAmerican Funds
Mutual Fund CategoryAllocation--70% to 85% Equity
BenchmarkDOW
Phone800 421 4225
CurrencyUSD - US Dollar
You should never invest in Income Fund without having analyzed its financial statements. Do not rely on someone else's analysis or guesses about the future performance of Income Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Income Fund's financial statements can give you an edge over other investors and help to ensure that your investments perform well for you.

Income Fund Key Financial Ratios

Generally speaking, Income Fund's financial ratios allow both analysts and investors to convert raw data from Income Fund's financial statements into concise, actionable information that can be used to evaluate the performance of Income Fund over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Income Fund reports annually and quarterly.

Income Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Income Fund's current stock value. Our valuation model uses many indicators to compare Income Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Income Fund competition to find correlations between indicators driving Income Fund's intrinsic value. More Info.
The Income Fund is the top fund in equity positions weight among similar funds. It is the top fund in five year return among similar funds reporting about  0.06  of Five Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to Five Year Return for The Income Fund is roughly  16.45 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Income Fund by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Income Fund's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Income Fund's earnings, one of the primary drivers of an investment's value.

Income Fund Systematic Risk

Income Fund's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Income Fund volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Income Fund correlated with the market. If Beta is less than 0 Income Fund generally moves in the opposite direction as compared to the market. If Income Fund Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Income Fund is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Income Fund is generally in the same direction as the market. If Beta > 1 Income Fund moves generally in the same direction as, but more than the movement of the benchmark.
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About Income Fund Financials

What exactly are Income Fund Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Income Fund's income statement, its balance sheet, and the statement of cash flows. Potential Income Fund investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Income Fund investors may use each financial statement separately, they are all related. The changes in Income Fund's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Income Fund's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines that you should keep in mind when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase year after year due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt to equity ratio because this number will tell you how much risk it has. If a company such as Income Fund is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to try and figure out if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that net revenue of Income grown by more than 25% over the last five years, then there is a good chance that it will continue growing at least by 20% or more each year. On the other hand, if you see that net revenue has only grown by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it.
The Income Fund is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--70% to 85% Equity category is currently estimated at about 252.54 Billion. Income Fund totals roughly 126.27 Billion in net asset claiming about 50% of funds in Allocation--70% to 85% Equity category.

Income Fund August 8, 2022 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Income Fund help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of The Income Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of The Income Fund based on widely used predictive technical indicators. In general, we focus on analyzing Income Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Income Fund's daily price indicators and compare them against related drivers.
Information Ratio(0.032433)
Maximum Drawdown4.32
Value At Risk(1.65)
Potential Upside1.31
Continue to Trending Equities. Note that the Income Fund information on this page should be used as a complementary analysis to other Income Fund's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.

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When running Income Fund price analysis, check to measure Income Fund's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Income Fund is operating at the current time. Most of Income Fund's value examination focuses on studying past and present price action to predict the probability of Income Fund's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Income Fund's price. Additionally, you may evaluate how the addition of Income Fund to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Income Fund's value and its price as these two are different measures arrived at by different means. Investors typically determine Income Fund value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Income Fund's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.