Income Fundamentals

AMEFX -  USA Fund  

USD 25.89  0.12  0.46%

The Income Fund fundamentals help investors to digest information that contributes to Income Fund's financial success or failures. It also enables traders to predict the movement of Income Mutual Fund. This fundamental analysis module provides a way for investors to measures Income Fund's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Income Fund mutual fund. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

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Income One Year Return Analysis

Income Fund's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About One Year Return | All Equity Analysis

Current Income Fund One Year Return

    
  2.59 %  
Most of Income Fund's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, The Income Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Income Fund One Year Return Component Assessment

Based on the recorded statements, The Income Fund has an One Year Return of 2.59%. This is 317.74% higher than that of the American Funds family and significantly higher than that of the Family category. The one year return for all United States funds is 37.59% higher than that of the company.

Income Fund Fundamental Drivers 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 net asset among similar funds. It is rated below average in one year return among similar funds . The ratio of Net Asset to One Year Return for The Income Fund is about  48,752,895,753 

Income Net Asset Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Income Fund's direct or indirect competition against its Net Asset to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Income Fund could also be used in its relative valuation, which is a method of valuing Income Fund by comparing valuation metrics of similar companies.
Income Fund is fifth largest fund in net asset among similar funds.

Fund Asset Allocation for Income Fund

The fund consists of 73.5% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.
 Value 
      Instrument Type 

Income Fundamentals

About Income Fund Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze The Income Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Income Fund using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of The Income Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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.

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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Pair Trading with Income Fund

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Income Fund position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Income Fund will appreciate offsetting losses from the drop in the long position's value.

Income Fund Pair Correlation

Equities Pair Trading Analysis

Correlation analysis and pair trading evaluation for Income Fund and Income Fund. Pair trading can be used as a hedging technique within a particular sector or industry or even over random equities to generate better risk-adjusted return
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Please continue to Income Fund Piotroski F Score and Income Fund Altman Z Score analysis. 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 Volatility Analysis module to get historical volatility and risk analysis based on latest market data.

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.