American Funds The Income Fund of America� Class B

 (MUTF:AMER_FUND_INCO_Z8GB36)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.04%
   
1 week   +0.09%
   
4 week   +0.47%
   
3 month   +2.45%
   
YTD   +3.35%
   
1 year   +10.54%
   
3 years*   +5.50%
   
5 years*   +8.69%
   
*annualized
Best 3 month return+17.78%  
Worst 3 month return-23.51%  

Morningstar statistics

Morningstar category: Allocation--70% to 85% Equity
  Return Risk Rating
3 years Average Low
5 years Average Low
10 years Average Low
Overall Average Low
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets104.98B 
Front load-  
Deferred load5.00%  
Expense ratio1.31%  
Management fee-  
Fund familyAmerican Funds 

Asset allocation

Cash3.38%  
Stocks71.03%  
Bonds22.80%  
Preferred1.17%  
Convertible0.02%  
Other1.60%  

Purchase information

Initial$250  
Additional$50  
IRA Initial$25  
AIP Initial$50  
AIP Additional$50  
22.28+0.01(0.04%)
Apr 9, 8:00PM EDT Overall Morningstar RatingTM

Description

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.
Fund filings (PDF) »
Asset managers:
David Daigle (Started: Oct 1, 2006)
Dina Perry (Started: Jan 1, 1992)
Paul Flynn (Started: Oct 1, 2012)
John Smet (Started: Jan 1, 1992)
David Barclay (Started: Oct 1, 1996)
Andrew Suzman (Started: Oct 1, 1999)
Joanna Jonsson (Started: Oct 1, 2003)
James Mulally (Started: Oct 1, 2006)
Hilda Applbaum (Started: Oct 1, 1997)
Advisor Company:
Capital Research and Management Company
Fund family reports on Morningstar »
American Funds, 333 South Hope Street, Los Angeles, California 90071-1406, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 0.75 0.35 1.00 -0.88
Beta* 0.90 1.09 1.07 1.07
Mean annual return 0.84 0.45 0.68 0.44
R-squared* 75.48 91.17 91.61 93.14
Standard deviation 3.82 7.37 7.28 11.00
Sharpe ratio 2.51 0.71 1.10 0.43
* Against standard index

Top 10 holdings

Security Net Assets  
Microsoft Corp (MSFT) 3.29%  
Merck & Co Inc (MRK) 2.99%  
General Electric Co (GE) 2.36%  
JPMorgan Chase & Co (JPM) 2.08%  
Intel Corp (INTC) 2.03%  
Lockheed Martin Corp (LMT) 1.97%  
Verizon Communications Inc (VZ) 1.89%  
Procter & Gamble Co (PG) 1.75%  
McDonald's Corp (MCD) 1.73%  
Chevron Corp (CVX) 1.41%