Income Fund Financials
| RIDFX Fund | USD 26.10 0.12 0.46% |
Income |
Please note that you must use caution to infer results of funds 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 Fund Summary
Income Fund competes with Victory Incore, Miller Convertible, Fidelity Convertible, Calamos Dynamic, and Harbor Convertible. 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 | US4533208306 |
| Business Address | Theome Fund of |
| Mutual Fund Family | American Funds |
| Mutual Fund Category | Allocation--70% to 85% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 421 4225 |
| Currency | USD - US Dollar |
Income Fund Key Financial Ratios
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 top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.15 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Income Fund Of is roughly 6.65 . 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.
The output start index for this execution was three with a total number of output elements of fifty-eight. 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.
Income Fund November 23, 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 | 0.4082 | |||
| Information Ratio | (0.18) | |||
| Maximum Drawdown | 1.97 | |||
| Value At Risk | (0.72) | |||
| Potential Upside | 0.7009 |
Other Information on Investing in Income Mutual Fund
Income Fund financial ratios help investors to determine whether Income Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Income with respect to the benefits of owning Income Fund security.
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