American Funds Inc Fund of Amer R4 Fund (RIDEX)

Fund performance review and position details on American Funds Inc Fund of Amer R4 Fund (RIDEX)

American Funds Inc Fund of Amer R4 Fund (RIDEX) Fund Statistics (February 28, 2010)

Category: Moderate Allocation
Net Asset: $63.29B
Yield: 4.46%
Year-to-Date Return: -1.03%
Morningstar rating: 3

American Funds Inc Fund of Amer R4 Fund (RIDEX) Cost

Initial Investment: $0
Total Expense Ratio (Moderate Allocation average): 0.69% (1.03%)
Max Front End Sales Load: %
Max Back End Sales Load: %
Annual Holdings Turnover: 38.00%

American Funds Inc Fund of Amer R4 Fund (RIDEX) Performance

1-month Performance (Moderate Allocation category average): 1.19% (1.82%)
3-month Performance (Moderate Allocation category average): 0.65% (1.38%)
1 Year Performance (Moderate Allocation category average): 40.20% (39.25 %)
3 Year Performance (Moderate Allocation category average): -3.43% (-2.09 %)
5 Year Performance (Moderate Allocation category average): 2.25% (2.04 %)
Best 3 year performance: 13.38%
Worst 3 year performance: -3.97%
Number of Years of positive return: 6 years
Number of Years of negative return: 1 years
3 year Alpha (Moderate Allocation category average): -4.15 (-2.76)
3 year Beta (Moderate Allocation category average): 1.08 (1.08)
3 year Sharpe Ratio: -0.28
3 year Treynor: -4.85

Most Recent Top 10 Stock Holdings in American Funds Inc Fund of Amer R4 Fund (RIDEX) as of 31-Dec-09

[See Stock Holding Change Map]

Stock	Weighting	Price change (15 mins delay)
Verizon Communications Inc. Com	2.61%	0.00%
Merck & Company, Inc. Common St	2.4%	0.00%
GDF SUEZ	1.54%	0.00%
Telefonica SA Common Stock	1.52%	0.00%
Bristol-Myers Squibb Company Co	1.46%	0.00%
Waste Management, Inc. Common S	1.45%	0.00%
Chevron Corporation Common Stoc	1.41%	0.00%
AT&T Inc.	1.37%	0.00%
KONINKLIJKE KPN NV	1.29%	0.00%
	%	0.00%

*Note: The price change will reset to 0 after the midnight

American Funds Inc Fund of Amer R4 Fund (RIDEX) 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 R4 Fund (RIDEX) Fund Portfolio Allocation for 09/2009

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

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See more information on American Funds Inc Fund of Amer R4 Fund (RIDEX)

• American Funds Inc Fund of Amer R4 Fund Insights
• American Funds Inc Fund of Amer R4 Fund Performance Data
• American Funds Inc Fund of Amer R4 Fund News
• American Funds Inc Fund of Amer R4 Fund Score Explaination
• American Funds Inc Fund of Amer R4 Fund Manager Information
• Historic American Funds Inc Fund of Amer R4 Fund Asset Allocation Report
• Historic American Funds Inc Fund of Amer R4 Fund Top 10 Holding Tracking
• Historic American Funds Inc Fund of Amer R4 Fund Asset Under Management Tracking