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

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

    Last Trade: $19.61 on 2/4/2016, Change: -0.01 (-0.05%)

 

Graph of American Funds Income Fund of Amer R6 Fund (RIDGX) ManagerFund Manager - John C. Smet

Fund Manager Information

Fund Manager Tenure: 24.1 years
Similar Funds: RIDAX  RIDBX  RIDCX  RIDEX  RIDFX 
Fund Family: American Funds
Fund Category: Moderate Allocation
Fund Performance: Dec 30, 2015
Fundmojo Fund Grade: A (Score: 0.73)     (What does this score mean?)

 

Graph of American Funds Income Fund of Amer R6 Fund (RIDGX) ProfileAmerican Funds Income Fund of Amer R6 Fund (RIDGX) Profile

Fund Profile and Description

American Funds Income Fund of Amer R6 Fund seeks current income; capital appreciation is secondary. American Funds Income 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 Income 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 Income Fund of Amer R6 (RIDGX) Fund Strength What we like about American Funds Income Fund of Amer R6 (RIDGX) Fund

Data for American Funds Income Fund of Amer R6 Fund (RIDGX) as of Dec 30, 2015

  • American Funds Income Fund of Amer R6 Fund (RIDGX) management has been with American Funds Income Fund of Amer R6 Fund for 24.1 years
  • American Funds Income Fund of Amer R6 Fund (RIDGX) has good short-term performance (1-year return -1.25% vs -1.30% Moderate Allocation category median performance)
  • American Funds Income Fund of Amer R6 Fund (RIDGX) has good mid-term performance (3-year return 8.37% vs 7.13% Moderate Allocation category median performance)
  • American Funds Income Fund of Amer R6 Fund (RIDGX) has good Long-term performance (5-year return 8.64% vs 6.62% Moderate Allocation category median performance)
  • American Funds Income Fund of Amer R6 Fund (RIDGX) ratio of up-years vs down years is greater than 2
  • American Funds Income Fund of Amer R6 Fund (RIDGX) has a Morningstar rating of 4 and above
  • American Funds Income Fund of Amer R6 Fund (RIDGX) has a lower expense ratio than its Moderate Allocation average: 0.28% vs 0.89%
  • American Funds Income 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 Income Fund of Amer R6 Fund (RIDGX) Weakness What we are cautious about American Funds Income Fund of Amer R6 (RIDGX) Fund

Data for American Funds Income Fund of Amer R6 Fund (RIDGX) as of Dec 30, 2015

  • American Funds Income Fund of Amer R6 Fund (RIDGX) is less safe compared to its Moderate Allocation peers
  • American Funds Income Fund of Amer R6 Fund (RIDGX) has an annual stock turnover rate of 45.00% that is higher than the Moderate Allocation average of 39.57%. This could mean American Funds Income Fund of Amer R6 is more nimble, but also signal potential high tax impact and high trading fees
  • American Funds Income Fund of Amer R6 Fund (RIDGX) is more volatile than its peers as it has a 3-year Standard Deviation of 7.89 that is higher than category average of 7.28
  • Asset base in American Funds Income Fund of Amer R6 Fund (RIDGX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See American Funds Income Fund of Amer R6 Fund (RIDGX) performance details as of Dec 30, 2015

 

What do you think?

 

Compare American Funds Income 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 Income Fund of Amer R6-1.25-1.258.378.64
Thrivent Balanced Income Plus I (IBBFX)-0.43-0.438.397.21Compare
ASTON/Montag & Caldwell Balanced I (MOBIX)3.953.958.337.54Compare
Pioneer Classic Balanced Y (AYBLX)-0.53-0.539.548.18Compare

See top fund managers for Moderate Allocation Category Funds

 

Compare American Funds Income 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 Core Growth Allocation (AOR)-1.07%-1.07%6.79%

 

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

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

DateNet Asset
12/2015$93.91B
11/2015$95.52B
10/2015$95.80B
More historic net asset information on American Funds Income Fund of Amer R6 Fund (RIDGX)

  

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

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

DateCashStockBondOther
09/20157.56%68.76%20.81%1.78%
06/20155.35%70.12%20.23%3.19%
03/20154.63%70.62%20.78%2.79%
Click here to see more historic asset allocation information on American Funds Income Fund of Amer R6 Fund (RIDGX)

 

graph of American Funds Income Fund of Amer R6 Fund (RIDGX) Top 10 Position TrackingTop 10 Holdings in American Funds Income Fund of Amer R6 (RIDGX) Fund

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

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%]

Jun 29, 2015
Merck & Company, Inc. Common St [3.14%]
Microsoft Corporation [2.99%]
Pfizer, Inc. Common Stock [2.27%]
General Electric Company Common [2.25%]
Bristol-Myers Squibb Company Co [1.88%]
Verizon Communications Inc. Com [1.66%]
Lockheed Martin Corporation Com [1.5%]
JP Morgan Chase & Co. Common St [1.44%]
Cisco Systems, Inc. [1.41%]
E.I. du Pont de Nemours and Com [1.37%]

Mar 30, 2015
Merck & Company, Inc. Common St [3.14%]
Microsoft Corporation [2.73%]
Pfizer, Inc. Common Stock [2.33%]
Bristol-Myers Squibb Company Co [2.04%]
General Electric Company Common [2.01%]
E.I. du Pont de Nemours and Com [1.71%]
Verizon Communications Inc. Com [1.71%]
Lockheed Martin Corporation Com [1.62%]
Cisco Systems, Inc. [1.59%]
Waste Management, Inc. Common S [1.38%]
Click here for Stock Holding Change Map in American Funds Income Fund of Amer R6 Fund (RIDGX)

  

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

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

 

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

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

  

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