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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: $21.14 on 10/22/2014, Change: -0.06 (-0.28%)

 

Graph of American Funds Inc Fund of Amer R6 Fund (RIDGX) ManagerFund Manager - Dina N. Perry

Fund Manager Information

Fund Manager Tenure: 22.8 years
Similar Funds: RIDAX  RIDBX  RIDCX  RIDEX  RIDFX 
Fund Family: American Funds
Fund Category: Moderate Allocation
Fund Performance: Sep 29, 2014
Fundmojo Fund Grade: A+ (Score: 0.82)     (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 Inc Fund of Amer R6 Fund (RIDGX) ProfileAmerican 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.

 

American Funds Inc Fund of Amer R6 (RIDGX) Fund Strength 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 Sep 29, 2014

  • American Funds Inc Fund of Amer R6 Fund (RIDGX) management has been with American Funds Inc Fund of Amer R6 Fund for 22.8 years
  • American Funds Inc Fund of Amer R6 Fund (RIDGX) has good short-term performance (1-year return 13.03% vs 10.18% Moderate Allocation category median performance)
  • American Funds Inc Fund of Amer R6 Fund (RIDGX) has good mid-term performance (3-year return 15.48% vs 13.62% Moderate Allocation category median performance)
  • American Funds Inc Fund of Amer R6 Fund (RIDGX) has good Long-term performance (5-year return 12.26% vs 9.80% 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) is less volatile than its peers as it has a 3-year Standard Deviation of 7.13, lower than category average of 8.47
  • American Funds Inc Fund of Amer R6 Fund (RIDGX) has a lower expense ratio than its Moderate Allocation average: 0.29% vs 0.93%
  • 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

American Funds Inc Fund of Amer R6 Fund (RIDGX) Weakness 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 Sep 29, 2014

  • American Funds Inc Fund of Amer R6 Fund (RIDGX) has an annual stock turnover rate of 47.00% that is higher than the Moderate Allocation average of 40.71%. This could mean American Funds Inc Fund of Amer R6 is more nimble, but also signal potential high tax impact and high trading fees
See American Funds Inc Fund of Amer R6 Fund (RIDGX) performance details as of Sep 29, 2014

 

What do you think?

 

Compare American Funds Inc Fund of Amer R6 Fund (RIDGX)Compare with other top Moderate Allocation category mutual funds

Aadditional top Moderate Allocation mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Funds Inc Fund of Amer R66.5713.0315.4812.26
American Beacon Balanced A (ABFAX)6.4112.6316.3111.14Compare
Thrivent Balanced Income Plus I (IBBFX)3.929.4415.0911.17Compare
Pioneer Classic Balanced A (AOBLX)7.4614.1615.1210.43Compare

See top fund managers for Moderate Allocation Category Funds

 

Compare American Funds Inc Fund of Amer R6 Fund (RIDGX)Compare with Moderate Allocation category ETFs

Some Moderate Allocation ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares S&P Growth Allocation (AOR)3.70%9.28%12.54%

 

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

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

DateNet Asset
09/2014$96.19B
08/2014$96.19B
07/2014$95.10B
More historic net asset information on American Funds Inc Fund of Amer R6 Fund (RIDGX)

  

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

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

DateCashStockBondOther
06/20146.56%72.76%19.09%0.61%
03/20147.04%72.3%18.85%0.74%
12/20135.21%70.83%19.42%3.4%
Click here to see more historic asset allocation information on American Funds Inc Fund of Amer R6 Fund (RIDGX)

 

graph of American Funds Inc Fund of Amer R6 Fund (RIDGX) Top 10 Position TrackingTop 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

Jun 29, 2014
Merck & Company, Inc. Common St [3.15%]
Microsoft Corporation [2.78%]
General Electric Company Common [2.12%]
Verizon Communications Inc. Com [1.87%]
Pfizer, Inc. Common Stock [1.8%]
Bristol-Myers Squibb Company Co [1.75%]
AstraZeneca PLC [1.53%]
E.I. du Pont de Nemours and Com [1.52%]
Cisco Systems, Inc. [1.42%]
Pepsico, Inc. Common Stock [1.38%]

Mar 30, 2014
Merck & Company, Inc. Common St [3.23%]
Microsoft Corporation [2.7%]
General Electric Company Common [2.16%]
Bristol-Myers Squibb Company Co [2.05%]
Pfizer, Inc. Common Stock [2.04%]
AstraZeneca PLC [1.75%]
E.I. du Pont de Nemours and Com [1.66%]
National Grid PLC [1.61%]
Lockheed Martin Corporation Com [1.6%]
Waste Management, Inc. Common S [1.36%]

Dec 30, 2013
Merck & Company, Inc. Common St [2.69%]
Bristol-Myers Squibb Company Co [2.61%]
Microsoft Corporation [2.37%]
General Electric Company Common [2.3%]
Pfizer, Inc. Common Stock [1.79%]
E.I. du Pont de Nemours and Com [1.65%]
Lockheed Martin Corporation Com [1.62%]
National Grid PLC [1.56%]
ASTRAZENECA [1.36%]
Dow Chemical Company (The) Comm [1.28%]
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

See what is happening with American Funds Inc Fund of Amer R6 Fund (RIDGX)

 

American Funds Inc Fund of Amer R6 Fund (RIDGX) Related ResourcesSee more information on American Funds Inc Fund of Amer R6 (RIDGX) Fund

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