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American Funds Income Fund of Amer 529C (CIMCX) Fund Ranking and Research

Ranking, Research and Recommendation of American Funds Income Fund of Amer 529C (CIMCX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of American Funds Income Fund of Amer 529C Fund (CIMCX) ManagerFund Manager - Dina N. Perry

Fund Manager Information

Fund Manager Tenure: 28.3 years
Similar Funds: CIMAX  CIMBX  CIMEX  CIMFX 
Fund Family: American Funds
Fund Category: Allocation--70% to 85% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.8)     (What does this score mean?)
Dina Perry is a senior vice president of Capital Research and Management Company serving as a portfolio manager for several mutual funds. Prior to joining Capital Research in 1991, she was a senior portfolio manager with Neuberger & Berman, where she managed equity portfolios for pension funds and individuals. Before that, she was a vice president, portfolio manager, and chief economist at Chase Investors Management Corporation. Ms. Perry received both a BA and MA in economics from Queens College in New York City. She is based in Washington, D.C.  Get more insights on Dina N. Perry

 

Graph of American Funds Income Fund of Amer 529C Fund (CIMCX) ProfileAmerican Funds Income Fund of Amer 529C Fund (CIMCX) Profile

Fund Profile and Description

American Funds Income Fund of Amer 529C Fund seeks current income; capital appreciation is secondary. American Funds Income Fund of Amer 529C 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. It normally invests at least 60% of assets in common stocks and other equity-type securities. American Funds Income Fund of Amer 529C Fund may also invest up to 25% of its assets in equity securities of issuers domiciled outside the United States and not included in Standard & Poor's 500 Composite Index.

 

American Funds Income Fund of Amer 529C (CIMCX) Fund Strength What we like about American Funds Income Fund of Amer 529C (CIMCX) Fund

Data for American Funds Income Fund of Amer 529C Fund (CIMCX) as of May 30, 2016

  • American Funds Income Fund of Amer 529C Fund (CIMCX) management has been with American Funds Income Fund of Amer 529C Fund for 28.3 years
  • American Funds Income Fund of Amer 529C Fund (CIMCX) has good short-term performance (1-year return -0.49% vs -3.85% Allocation--70% to 85% Equity category median performance)
  • American Funds Income Fund of Amer 529C Fund (CIMCX) has good mid-term performance (3-year return 5.65% vs 5.62% Allocation--70% to 85% Equity category median performance)
  • American Funds Income Fund of Amer 529C Fund (CIMCX) has good Long-term performance (5-year return 6.73% vs 5.88% Allocation--70% to 85% Equity category median performance)
  • American Funds Income Fund of Amer 529C Fund (CIMCX) ratio of up-years vs down years is greater than 2
  • American Funds Income Fund of Amer 529C Fund (CIMCX) has a Morningstar rating of 4 and above
  • Asset base in American Funds Income Fund of Amer 529C Fund (CIMCX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Funds Income Fund of Amer 529C Fund (CIMCX) has an annual stock turnover rate of 45.00% vs Allocation--70% to 85% Equity average of 57.05%. It is good that American Funds Income Fund of Amer 529C management does not trade extensively for its return.
  • American Funds Income Fund of Amer 529C Fund (CIMCX) is less volatile than its peers as it has a 3-year Standard Deviation of 8.18, lower than category average of 9.46

American Funds Income Fund of Amer 529C Fund (CIMCX) Weakness What we are cautious about American Funds Income Fund of Amer 529C (CIMCX) Fund

Data for American Funds Income Fund of Amer 529C Fund (CIMCX) as of May 30, 2016

  • American Funds Income Fund of Amer 529C Fund (CIMCX) has a higher expense ratio of 1.42% than its Allocation--70% to 85% Equity average of 0.89%
  • American Funds Income Fund of Amer 529C Fund (CIMCX) carries a 1% load
See American Funds Income Fund of Amer 529C Fund (CIMCX) performance details as of May 30, 2016

 

What do you think?

 

Compare American Funds Income Fund of Amer 529C Fund (CIMCX)Compare with other top Allocation--70% to 85% Equity category mutual funds

Aadditional top Allocation--70% to 85% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Funds Income Fund of Amer 529C4.10-0.495.656.73
Delaware Dividend Income Instl (DDIIX)4.31-0.726.057.28Compare
Wells Fargo Advantage Divers Cptl Bldr I (EKBYX)9.021.8410.728.76Compare
Fidelity Advisor Strategic Div & Inc A (FASDX)5.952.947.598.90Compare

See top fund managers for Allocation--70% to 85% Equity Category Funds

 

Compare American Funds Income Fund of Amer 529C Fund (CIMCX)Compare with Allocation--70% to 85% Equity category ETFs

Some Allocation--70% to 85% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Aggressive Allocation (AOA)000

 

Graph of American Funds Income Fund of Amer 529C Fund (CIMCX) Net Asset TrackingAmerican Funds Income Fund of Amer 529C (CIMCX) Fund Net Asset

Track net asset change of American Funds Income Fund of Amer 529C fund (CIMCX)

DateNet Asset
05/2016$97.70B
03/2016$96.28B
02/2016$91.49B
More historic net asset information on American Funds Income Fund of Amer 529C Fund (CIMCX)

  

Graph of American Funds Income Fund of Amer 529C Fund (CIMCX) Portfolio TrackingAmerican Funds Income Fund of Amer 529C (CIMCX) Fund Portfolio Allocation

Track portfolio allocation change of American Funds Income Fund of Amer 529C fund (CIMCX)

DateCashStockBondOther
03/20164.28%70.11%22.15%2.35%
12/20155.81%70.36%21.56%1.32%
09/20157.56%68.76%20.81%1.78%
Click here to see more historic asset allocation information on American Funds Income Fund of Amer 529C Fund (CIMCX)

 

graph of American Funds Income Fund of Amer 529C Fund (CIMCX) Top 10 Position TrackingTop 10 Holdings in American Funds Income Fund of Amer 529C (CIMCX) Fund

Discover what American Funds Income Fund of Amer 529C Fund (CIMCX) manager is buying

Mar 30, 2016
Microsoft Corporation [3.42%]
Merck & Company, Inc. Common St [2.63%]
General Electric Company Common [2.53%]
Verizon Communications Inc. Com [1.98%]
Lockheed Martin Corporation Com [1.97%]
Intel Corporation [1.84%]
Procter & Gamble Company (The) [1.57%]
JP Morgan Chase & Co. Common St [1.53%]
Coca-Cola Company (The) Common [1.46%]

Dec 30, 2015
Microsoft Corporation [3.83%]
General Electric Company Common [2.71%]
Merck & Company, Inc. Common St [2.61%]
Lockheed Martin Corporation Com [1.94%]
Intel Corporation [1.9%]
JP Morgan Chase & Co. Common St [1.7%]
Pfizer, Inc. Common Stock [1.57%]
ConocoPhillips Common Stock [1.56%]
Verizon Communications Inc. Com [1.54%]

Sep 29, 2015
Microsoft Corporation [3.19%]
Merck & Company, Inc. Common St [2.77%]
General Electric Company Common [2.28%]
Pfizer, Inc. Common Stock [2.26%]
Lockheed Martin Corporation Com [1.8%]
Verizon Communications Inc. Com [1.56%]
Bristol-Myers Squibb Company Co [1.47%]
Intel Corporation [1.46%]
Procter & Gamble Company (The) [1.43%]
Wells Fargo & Company Common St [1.39%]
Click here for Stock Holding Change Map in American Funds Income Fund of Amer 529C Fund (CIMCX)

  

Latest News on American Funds Income Fund of Amer 529C (CIMCX) Fund

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American Funds Income Fund of Amer 529C Fund (CIMCX) Related ResourcesSee more information on American Funds Income Fund of Amer 529C (CIMCX) Fund

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