Income Mutual Fund Financials

AMEFX -  USA Fund  

USD 25.89  0.12  0.46%

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. Because of this, it is necessary to analyze all of Income Fund's financials over time to get the whole picture.
Use fundamental data analysis to validate all available fundamentals of Income Fund to find out if markets are presently mispricing the fund. We were able to analyze and collect data for sixteen 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 last dividend paid to make sure your decision on pricing Income Fund is adequate. Use Income Fund to protect your portfolios against small market fluctuations. The fund experiences a normal downward trend and little activity. Check odds of Income Fund to be traded at $25.63 in 90 days.

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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.
  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 Income Fund, Income Fund, Income Fund, Income Fund, and Income Fund. 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

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 rated below average in price to book among similar funds. It is third largest fund in last dividend paid among similar funds creating about  0.06  of Last Dividend Paid per Price to Book. The ratio of Price to Book to Last Dividend Paid for The Income Fund is roughly  16.28 

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.
The output start index for this execution was eight with a total number of output elements of fifty-three. 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. View also all equity analysis or get more info about beta statistic functions indicator.

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.
The Income Fund is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--70% to 85% Equity category is currently estimated at about 800.65 Billion. Income Fund retains roughly 126.27 Billion in net asset claiming about 16% of funds in Allocation--70% to 85% Equity category.

Income Fund August 3, 2021 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.
Downside Deviation0.5865
Information Ratio(0.05)
Maximum Drawdown2.46
Value At Risk(0.84)
Potential Upside0.8181
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 Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.

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.