Income Fund Financial Statements From 2010 to 2024

AMEFX Fund  USD 24.24  0.05  0.21%   
Income Fund financial statements provide useful quarterly and yearly information to potential Income Fund Of investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Income Fund financial statements helps investors assess Income Fund's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Income Fund's valuation are summarized below:
Income Fund Of does not presently have any fundamental trends for analysis.
Check Income Fund financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Income main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Income financial statements analysis is a perfect complement when working with Income Fund Valuation or Volatility modules.
  
This module can also supplement various Income Fund Technical models . Check out the analysis of Income Fund Correlation against competitors.

Income Cash Position Weight Analysis

Income Fund's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.

Cash Percentage

 = 

% of Cash

in the fund

More About Cash Position Weight | All Equity Analysis

Current Income Fund Cash Position Weight

    
  4.78 %  
Most of Income Fund's fundamental indicators, such as Cash Position Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Income Fund Of is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Competition

Income Fund Cash Position Weight Component Assessment

In accordance with the recently published financial statements, Income Fund Of has 4.78% in Cash Position Weight. This is 27.47% lower than that of the American Funds family and 32.1% lower than that of the Family category. The cash position weight for all United States funds is 54.95% higher than that of the company.

Income Fund Fundamental Drivers 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 the top fund in equity positions weight among similar funds. It is third largest fund in annual yield among similar funds . The ratio of Equity Positions Weight to Annual Yield for Income Fund Of is about  1,914 . 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.

About Income Fund Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include Income Fund income statement, its balance sheet, and the statement of cash flows. Income Fund investors use historical funamental indicators, such as Income Fund's revenue or net income, 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. We offer a historical overview of the basic patterns found on Income Fund Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Income Fund. Please read more on our technical analysis and fundamental analysis pages.
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.

Pair Trading with Income Fund

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Income Fund position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Income Fund will appreciate offsetting losses from the drop in the long position's value.

Moving together with Income Mutual Fund

  1.0AMECX Income FundPairCorr
  0.97REJTX American Funds 2015PairCorr
  0.9RNEBX New World FundPairCorr
  0.9AMFCX American Mutual FundPairCorr
  0.9AMFFX American Mutual FundPairCorr
The ability to find closely correlated positions to Income Fund could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Income Fund when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Income Fund - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Income Fund Of to buy it.
The correlation of Income Fund is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Income Fund moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Income Fund moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Income Fund can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Check out the analysis of Income Fund Correlation against competitors.
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 Insider Screener module to find insiders across different sectors to evaluate their impact on performance.

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.
Investing Opportunities
Build portfolios using our predefined set of ideas and optimize them against your investing preferences
Money Flow Index
Determine momentum by analyzing Money Flow Index and other technical indicators
Portfolio Diagnostics
Use generated alerts and portfolio events aggregator to diagnose current holdings
Earnings Calls
Check upcoming earnings announcements updated hourly across public exchanges
Price Transformation
Use Price Transformation models to analyze the depth of different equity instruments across global markets
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios
Top Crypto Exchanges
Search and analyze digital assets across top global cryptocurrency exchanges
Please note, there is a significant difference between Income Fund's value and its price as these two are different measures arrived at by different means. Investors typically determine if Income Fund is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Income Fund's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.