Income Fund Financials
AMEFX Fund | USD 24.24 0.05 0.21% |
With this module, you can analyze Income financials for your investing period. You should be able to track the changes in Income Fund individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
Income |
Understanding current and past Income Fund Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Income Fund's financial statements are interrelated, with each one affecting the others. For example, an increase in Income Fund's assets may result in an increase in income on the income statement.
Evaluating Income Fund's financials involves analyzing a range of financial metrics and ratios to gain insights into the company's financial health and performance. However, considering all of Income Fund's profitability, liquidity ratios, and efficiency indicators at the same time could be an enormous task, and our Financial Distress score can provide you with a snapshot of the Income Fund's relative financial performance
Chance Of Distress
Less than 36
100 | Zero |
Below Average
Income Fund Of has less than 36 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Income Fund mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity.
More InfoThe data published in Income Fund's official financial statements usually reflect Income Fund's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Income Fund. For example, before you start analyzing numbers published by Income accountants, it's critical to develop an understanding of what Income Fund's liquidity, profitability, and earnings quality are in the context of the American Funds space in which it operates.
Please note that past performance is not an indicator of the future performance of Income Fund, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .
Income Fund Company Summary
Income Fund competes with American Funds, Income Fund, Income Fund, Income Fund, and Income Fund. Normally the 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. Generally at least 60 percent of the funds assets will be invested in common stocks and other equity-type securities. The fund may also invest up to 30 percent of its assets in common stocks and other equity-type securities of issuers domiciled outside the United States, including issuers in developing countries.Specialization | Allocation--70% to 85% Equity, Large Value |
Instrument | USA Mutual Fund View All |
Exchange | NMFQS Exchange |
ISIN | US4533208223 |
Business Address | Theome Fund of |
Mutual Fund Family | American Funds |
Mutual Fund Category | Allocation--70% to 85% Equity |
Benchmark | NYSE Composite |
Phone | 800 421 4225 |
Currency | USD - US Dollar |
You should never invest in Income Fund without having analyzed its financial statements. Do not rely on someone else's analysis or guesses about the future performance of Income Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Income Fund's financial statements can give you an edge over other investors and help to ensure that your investments perform well for you.
Income Fund Key Financial Ratios
Generally speaking, Income Fund's financial ratios allow both analysts and investors to convert raw data from Income Fund's financial statements into concise, actionable information that can be used to evaluate the performance of Income Fund over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Income Fund reports annually and quarterly.Income Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Income Fund's current stock value. Our valuation model uses many indicators to compare Income Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Income Fund competition to find correlations between indicators driving Income Fund's intrinsic value. More Info.Income Fund Of is rated below average in price to sales among similar funds. It is third largest fund in annual yield among similar funds fabricating about 0.02 of Annual Yield per Price To Sales. The ratio of Price To Sales to Annual Yield for Income Fund Of is roughly 56.77 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Income Fund by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Income Fund's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Income Fund's earnings, one of the primary drivers of an investment's value.Income Fund Systematic Risk
Income Fund's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Income Fund volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Income Fund correlated with the market. If Beta is less than 0 Income Fund generally moves in the opposite direction as compared to the market. If Income Fund Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Income Fund is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Income Fund is generally in the same direction as the market. If Beta > 1 Income Fund moves generally in the same direction as, but more than the movement of the benchmark.
About Income Fund Financials
What exactly are Income Fund Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Income Fund's income statement, its balance sheet, and the statement of cash flows. Potential Income Fund investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Income Fund investors may use each financial statement separately, they are all related. The changes in Income Fund's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Income Fund's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.Steps to analyze Income Fund Financials for Investing
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines you should consider when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase yearly due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt-to-equity ratio because this number will tell you how much risk it has. If a company such as Income Fund is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to determine if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that the net revenue of Income has grown by more than 25% over the last five years, then there is a good chance that it will continue growing by at least 20% or more each year. On the other hand, if you see that net revenue has only increased by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it. In summary, you can determine if Income Fund's financials are consistent with your investment objective using the following steps:- Review Income Fund's balance sheet accounts, such as liabilities and equity, to understand its overall financial position.
- Analyze the income statement and examine the company's revenue, expenses, and profits over time to determine its financial performance.
- Study the cash flow inflows and outflows to understand Income Fund's liquidity and solvency.
- Look at the growth rates in revenue, earnings, and cash flow over time to determine its potential for future growth.
- Compare Income Fund's financials to those of its peers to see how it stacks up and identify any potential red flags.
- Use valuation ratios to evaluate the company's financials using commonly used ratios such as the price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and enterprise value-to-earnings before interest, taxes, depreciation, and amortization (EV/EBITDA) ratio to determine if Income Fund's stock is overvalued or undervalued.
Income Fund March 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Income Fund help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Income Fund Of. We use our internally-developed statistical techniques to arrive at the intrinsic value of Income Fund Of based on widely used predictive technical indicators. In general, we focus on analyzing Income Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Income Fund's daily price indicators and compare them against related drivers.
Downside Deviation | 0.4727 | |||
Information Ratio | (0.14) | |||
Maximum Drawdown | 1.93 | |||
Value At Risk | (0.60) | |||
Potential Upside | 0.7131 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Income Fund Of. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census. Note that the Income Fund information on this page should be used as a complementary analysis to other Income Fund's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..
Complementary Tools for Income Mutual Fund analysis
When running Income Fund's price analysis, check to measure Income Fund's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Income Fund is operating at the current time. Most of Income Fund's value examination focuses on studying past and present price action to predict the probability of Income Fund's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Income Fund's price. Additionally, you may evaluate how the addition of Income Fund to your portfolios can decrease your overall portfolio volatility.
Transaction History View history of all your transactions and understand their impact on performance | |
Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |