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Morningstar

American Funds Income Fund of Amer A AMECX

Morningstar Analyst Rating
Analyst rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 23.17  /  0.43 %
  • Total Assets 120.7 Bil
  • Adj. Expense Ratio
    0.560%
  • Expense Ratio 0.560%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Allocation—70% to 85% Equity
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 3.17%
  • Turnover 40%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis AMECX

Will AMECX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AMECX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the AMECX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of AMECX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Despite manager changes, a proven team remains in place.

Senior Analyst

Summary

| by Greg Carlson

While American Funds Income Fund of America has seen a number of manager changes in recent years, the current lineup is experienced with either this or a similar mandate. And the team’s ability to balance income and capital appreciation continues to support a Morningstar Analyst Rating of Silver for the 12 cheapest share classes and Bronze for the seven priciest.

Unlock our full analysis with Morningstar Investor