American Funds Inc Fund of Amer R1 Fund (RIDAX)

Fund performance review and position details on American Funds Inc Fund of Amer R1 Fund (RIDAX)

Last Trade: $15.85 on 3/17/2010, Change: +0.07 (0.44%)

Experiment our closing price forecasting tool for American Funds Inc Fund of Amer R1 Fund (RIDAX) (alpha release)

American Funds Inc Fund of Amer R1 Fund (RIDAX) Fund Statistics (January 31, 2010)

Category: Moderate Allocation
Net Asset: $83.24M
Yield: 3.84%
Year-to-Date Return: -2.27%
Morningstar rating: 3

American Funds Inc Fund of Amer R1 Fund (RIDAX) Cost

Initial Investment: $0
Total Expense Ratio (Moderate Allocation average): 1.46% (1.02%)
Max Front End Sales Load: %
Max Back End Sales Load: %
Annual Holdings Turnover: %

American Funds Inc Fund of Amer R1 Fund (RIDAX) Performance

1-month Performance (Moderate Allocation category average): -2.27% (-1.95%)
3-month Performance (Moderate Allocation category average): 3.19% (3.10%)
1 Year Performance (Moderate Allocation category average): 28.55% (27.80%)
3 Year Performance (Moderate Allocation category average): -4.67% (-2.95%)
5 Year Performance (Moderate Allocation category average): 1.71% (1.92%)
Best 3 year performance: 7.96%
Worst 3 year performance: -4.68%
Number of Years of positive return: 4 years
Number of Years of negative return: 1 years
3 year Alpha (Moderate Allocation category average): -4.91 (-3.13)
3 year Beta (Moderate Allocation category average): 1.09 (1.07)
3 year Sharpe Ratio: -0.38
3 year Treynor: -6.13

Most Recent Top 10 Stock Holdings in American Funds Inc Fund of Amer R1 Fund (RIDAX) as of 31-Dec-09

[See Stock Holding Change Map]

Stock Weighting Price change (15 mins delay)
VERIZON COMMUN 2.61% 0.72%
MERCK CO INC 2.4% 0.53%
GDF SUEZ 1.54% 0.00%
TELEFONICA SA 1.52% -1.27%
BRISTOL-MYERS SQUIBB 1.46% 0.44%
WASTE MGMT INC 1.45% 0.21%
CHEVRON CORP 1.41% -0.12%
AT&T INC. 1.37% 0.35%
Royal KPN N.V. 1.29% N/A
MCDONALDS CP 1.23% 0.50%
*Note: The price change will reset to 0 after the midnight

American Funds Inc Fund of Amer R1 Fund (RIDAX) Sector Breakdown (% of stocks) as of 31-Dec-09

Sector Weighting
Hardware 2.79%
Software 1.03%
Media 0.85%
Telecommunications 12.04%
Consumer services 6.29%
Business Services 3.42%
Financial Services 9.78%
Healthcare 11.05%
Utilities 11.69%
Consumer goods 15.80%
Energy 10.38%
Industrial materials 14.88%

American Funds Inc Fund of Amer R1 Fund (RIDAX) Fund Portfolio Allocation for 09/2009

Stock 57.78%
Bond 35.84%
Cash 3.11%
Other 3.28%

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.

Stock	Weighting	Price change (15 mins delay)
VERIZON COMMUN	2.61%	0.72%
MERCK CO INC	2.4%	0.53%
GDF SUEZ	1.54%	0.00%
TELEFONICA SA	1.52%	-1.27%
BRISTOL-MYERS SQUIBB	1.46%	0.44%
WASTE MGMT INC	1.45%	0.21%
CHEVRON CORP	1.41%	-0.12%
AT&T INC.	1.37%	0.35%
Royal KPN N.V.	1.29%	N/A
MCDONALDS CP	1.23%	0.50%

Sector	Weighting
Hardware	2.79%
Software	1.03%
Media	0.85%
Telecommunications	12.04%
Consumer services	6.29%
Business Services	3.42%
Financial Services	9.78%
Healthcare	11.05%
Utilities	11.69%
Consumer goods	15.80%
Energy	10.38%
Industrial materials	14.88%