Income Mutual Fund Quote

AMEFX
 Fund
  

USD 23.82  0.24  1.00%   

Market Performance
0 of 100
Odds Of Distress
Less than 1
Income Fund is trading at 23.82 as of the 12th of August 2022; that is -1 percent decrease since the beginning of the trading day. The fund's open price was 24.06. Income Fund has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for The Income Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 21st of September 2020 and ending today, the 12th of August 2022. Click here to learn more.
Normally the fund invests primarily in income-producing securities. Income Fund is traded on NASDAQ Exchange in the United States. More on The Income Fund

Income Fund Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Income Fund's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Income Fund or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Income Fund is unlikely to experience financial distress in the next 2 years
Income is showing solid risk-adjusted performance over 90 days
The fund holds about 20.12% of its assets under management (AUM) in fixed income securities
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Income Fund's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldFairly Valued
Beta In Three Year1.03
Startdate1st of January 1992
The Income Fund [AMEFX] is traded in USA and was established 12th of August 2022. The fund is listed under Allocation--70% to 85% Equity category and is part of American Funds family. Income Fund presently has accumulated 130.81 B in assets under management (AUM) with minimum initial investment of 250. , while the total return for the last 3 years was 3.59%.
Check Income Fund 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 Income 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 Income 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 The 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 The Income Fund Constituents

Income Fund Target Price Odds Analysis

What are Income Fund's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Income Fund jumping above the current price in 90 days from now is about 19.26%. The The Income Fund probability density function shows the probability of Income Fund mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Income Fund has a beta of 0.5135. This suggests as returns on the market go up, Income Fund average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding The Income Fund will be expected to be much smaller as well. Additionally, the company has an alpha of 0.026, implying that it can generate a 0.026 percent excess return over DOW after adjusting for the inherited market risk (beta).
  Odds Below 23.82HorizonTargetOdds Above 23.82
80.29%90 days
 23.82 
19.26%
Based on a normal probability distribution, the odds of Income Fund to move above the current price in 90 days from now is about 19.26 (This The Income Fund probability density function shows the probability of Income Mutual Fund to fall within a particular range of prices over 90 days) .

Income Fund Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Income Fund market risk premium is the additional return an investor will receive from holding Income Fund long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Income Fund. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Income Fund's alpha and beta are two of the key measurements used to evaluate Income Fund's performance over the market, the standard measures of volatility play an important role as well.

Income Fund Against Markets

Picking the right benchmark for Income Fund mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Income Fund mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Income Fund is critical whether you are bullish or bearish towards The Income Fund at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Income Fund without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in The Income Fund?

You need to understand the risk of investing before taking a position in Income Fund. The danger of trading The Income Fund is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Income Fund is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Income Fund. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Income Fund is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Please 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 Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.

Complementary Tools for Income Mutual Fund analysis

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.