American Funds Inc Fund of Amer R6 (RIDGX) Fund Ranking and Research

Ranking, Research and Recommendation of American Funds Inc Fund of Amer R6 (RIDGX) Fund

Last Trade: $19.87 on 5/24/2013, Change: -0.02 (-0.1%)

 

Fund Manager - Dina Perry

Fund Manager Information

Fund Manager Tenure: 21.4 years
Similar Funds: RIDAX  RIDBX  RIDCX  RIDEX  RIDFX 
Fund Family: American Funds
Fund Category: Moderate Allocation
Fund Performance: Feb 27, 2013
Fundmojo Fund Grade: A+ (Score: 0.81)     (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 Perry

 

American Funds Inc Fund of Amer R6 Fund (RIDGX) Profile

Fund Profile and Description

American Funds Inc Fund of Amer R6 Fund seeks current income; capital appreciation is secondary. American Funds Inc Fund of Amer R6 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 Inc Fund of Amer R6 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.

 

 What we like about American Funds Inc Fund of Amer R6 (RIDGX) Fund

Data for American Funds Inc Fund of Amer R6 Fund (RIDGX) as of Feb 27, 2013

• American Funds Inc Fund of Amer R6 Fund (RIDGX) management has been with American Funds Inc Fund of Amer R6 Fund for 21.4 years
• American Funds Inc Fund of Amer R6 Fund (RIDGX) has good short-term performance (1-year return 11.88% vs 8.81% Moderate Allocation category median performance)
• American Funds Inc Fund of Amer R6 Fund (RIDGX) has good mid-term performance (3-year return 11.89% vs 9.15% Moderate Allocation category median performance)
• American Funds Inc Fund of Amer R6 Fund (RIDGX) has good Long-term performance (5-year return 5.70% vs 4.16% Moderate Allocation category median performance)
• American Funds Inc Fund of Amer R6 Fund (RIDGX) ratio of up-years vs down years is greater than 2
• American Funds Inc Fund of Amer R6 Fund (RIDGX) has a Morningstar rating of 4 and above
• American Funds Inc Fund of Amer R6 Fund (RIDGX) has an annual stock turnover rate of 41.00% vs Moderate Allocation average of 72.99%. It is good that American Funds Inc Fund of Amer R6 management does not trade extensively for its return.
• American Funds Inc Fund of Amer R6 Fund (RIDGX) is less volatile than its peers as it has a 3-year Standard Deviation of 9.67, lower than category average of 10.64
• American Funds Inc Fund of Amer R6 Fund (RIDGX) has a lower expense ratio than its Moderate Allocation average: 0.30% vs 0.98%
• American Funds Inc Fund of Amer R6 Fund (RIDGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

 What we are cautious about American Funds Inc Fund of Amer R6 (RIDGX) Fund

Data for American Funds Inc Fund of Amer R6 Fund (RIDGX) as of Feb 27, 2013

See American Funds Inc Fund of Amer R6 Fund (RIDGX) performance details as of Feb 27, 2013

 

Compare with other top Moderate Allocation category mutual funds

Aadditional top Moderate Allocation mutual funds for your consideration

Fund	Year to Date	1 Year	3 year	5 year
American Funds Inc Fund of Amer R6	3.87	11.88	11.89	5.70
American Beacon Balanced Y (ACBYX)	4.00	10.37	10.06	5.01	Compare
Invesco Moderate Allocation A (AMKAX)	2.65	8.36	9.79	4.18	Compare
American Beacon Balanced Instl (AADBX)	4.02	10.47	10.17	5.08	Compare

See top fund managers for Moderate Allocation Category Funds

 

Compare with Moderate Allocation category ETFs

Some Moderate Allocation ETFs for your consideration

ETF	Year to Date	One Year	Three Year
iShares S&P Growth Allocation (AOR)	3.21%	8.37%	9.32%
iShares S&P Moderate Allocation (AOM)	2.02%	6.17%	7.10%
PowerShares Ibbotson Alternative Compltn (PTO)	0.34%	3.31%	5.55%
PowerShares RiverFront Tactical Gr & Inc (PCA)	2.17%	10.42%	7.48%

 

American Funds Inc Fund of Amer R6 (RIDGX) Fund Net Asset

Track net asset change of American Funds Inc Fund of Amer R6 fund (RIDGX)

Date	Net Asset
02/2013	$77.94B
01/2013	$74.84B
12/2012	$74.84B

More historic net asset information on American Funds Inc Fund of Amer R6 Fund (RIDGX)

  

American Funds Inc Fund of Amer R6 (RIDGX) Fund Portfolio Allocation

Track portfolio allocation change of American Funds Inc Fund of Amer R6 fund (RIDGX)

Date	Cash	Stock	Bond	Other
12/2012	6.14%	65.33%	24.79%	1.88%
09/2012	6.94%	63.62%	25.03%	2.66%
06/2012	4.98%	64.9%	25.85%	2.51%

Click here to see more historic asset allocation information on American Funds Inc Fund of Amer R6 Fund (RIDGX)

 

Top 10 Holdings in American Funds Inc Fund of Amer R6 (RIDGX) Fund

Discover what American Funds Inc Fund of Amer R6 Fund (RIDGX) manager is buying

Dec 30, 2012 Merck & Company, Inc. Common St [2.48%] General Electric Company Common [2.47%] Home Depot, Inc. (The) Common S [2.38%] Bristol-Myers Squibb Company Co [2.12%] Verizon Communications Inc. Com [1.73%] Chevron Corporation Common Stoc [1.46%] HCP, Inc. Common Stock [1.38%] Pfizer, Inc. Common Stock [1.37%] Lockheed Martin Corporation Com [1.36%] National Grid PLC [1.34%]

Sep 29, 2012 Merck & Company, Inc. Common St [2.7%] General Electric Company Common [2.61%] Home Depot, Inc. (The) Common S [2.34%] Verizon Communications Inc. Com [2.32%] Bristol-Myers Squibb Company Co [2.15%] Chevron Corporation Common Stoc [1.49%] Lockheed Martin Corporation Com [1.36%] E.I. du Pont de Nemours and Com [1.34%] HCP, Inc. Common Stock [1.28%] National Grid PLC [1.27%]

Jun 29, 2012 Verizon Communications Inc. Com [2.83%] Bristol-Myers Squibb Company Co [2.76%] Merck & Company, Inc. Common St [2.62%] General Electric Company Common [2.45%] Home Depot, Inc. (The) Common S [2.25%] Chevron Corporation Common Stoc [1.41%] E.I. du Pont de Nemours and Com [1.37%] Waste Management, Inc. Common S [1.36%] HCP, Inc. Common Stock [1.33%] Lockheed Martin Corporation Com [1.33%]

Click here for Stock Holding Change Map in American Funds Inc Fund of Amer R6 Fund (RIDGX)

  

Latest News on American Funds Inc Fund of Amer R6 (RIDGX) Fund

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Popular pages on American Funds Inc Fund of Amer R6 (RIDGX) Fund

• American Funds Inc Fund of Amer R6 (RIDGX) Fund Research and Recommendation
• American Funds Inc Fund of Amer R6 (RIDGX) Fund Performance Data
• American Funds Inc Fund of Amer R6 (RIDGX) Fund Manager Information
• Historic American Funds Inc Fund of Amer R6 (RIDGX) Fund Asset Allocation Report
• Historic American Funds Inc Fund of Amer R6 (RIDGX) Fund Top 10 Holding Tracking
• Historic American Funds Inc Fund of Amer R6 (RIDGX) Fund Asset Under Management Tracking