American Funds Income Fund Manager Performance Evaluation
| INPFX Fund | USD 14.44 0.02 0.14% |
The fund shows a Beta (market volatility) of 0.38, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, American Funds' returns are expected to increase less than the market. However, during the bear market, the loss of holding American Funds is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in American Funds Income are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, American Funds is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of January 2026 | |
| Expense Ratio | 0.6600 |
American |
American Funds Relative Risk vs. Return Landscape
If you would invest 1,408 in American Funds Income on October 28, 2025 and sell it today you would earn a total of 36.00 from holding American Funds Income or generate 2.56% return on investment over 90 days. American Funds Income is currently producing 0.042% returns and takes up 0.3465% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than American, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
American Funds Current Valuation
Fairly Valued
Today
Please note that American Funds' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. American Funds Income shows a prevailing Real Value of $14.36 per share. The current price of the fund is $14.44. We determine the value of American Funds Income from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since American Funds is currently traded on the exchange, buyers and sellers on that exchange determine the market value of American Mutual Fund. However, American Funds' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 14.44 | Real 14.36 | Hype 14.44 | Naive 14.4 |
The intrinsic value of American Funds' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence American Funds' stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of American Funds Income helps investors to forecast how American mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of American Funds more accurately as focusing exclusively on American Funds' fundamentals will not take into account other important factors: American Funds Target Price Odds to finish over Current Price
The tendency of American Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 14.44 | 90 days | 14.44 | roughly 2.99 |
Based on a normal probability distribution, the odds of American Funds to move above the current price in 90 days from now is roughly 2.99 (This American Funds Income probability density function shows the probability of American Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon American Funds has a beta of 0.38. This usually indicates as returns on the market go up, American Funds average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding American Funds Income will be expected to be much smaller as well. Additionally American Funds Income has an alpha of 0.0106, implying that it can generate a 0.0106 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). American Funds Price Density |
| Price |
Predictive Modules for American Funds
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as American Funds Income. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.American Funds Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. American Funds is not an exception. The market had few large corrections towards the American Funds' value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold American Funds Income, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of American Funds within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | 0.38 | |
σ | Overall volatility | 0.17 | |
Ir | Information ratio | -0.09 |
American Funds Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of American Funds for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for American Funds Income can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains about 5.37% of its assets under management (AUM) in cash |
American Funds Fundamentals Growth
American Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of American Funds, and American Funds fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on American Mutual Fund performance.
| Price To Earning | 13.35 X | |||
| Price To Book | 2.07 X | |||
| Price To Sales | 1.17 X | |||
| Total Asset | 171.29 M | |||
About American Funds Performance
Evaluating American Funds' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if American Funds has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if American Funds has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests in a mix of American Funds in different combinations and weightings. The underlying American Funds will typically seek to generate income from their investments and may include growth-and-income, equity-income, balanced and fixed income funds. Through its investments in the underlying funds, the fund will have significant exposure to dividend-paying stocks. It will seek exposure to investments outside the United States,including in emerging markets.Things to note about American Funds Income performance evaluation
Checking the ongoing alerts about American Funds for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for American Funds Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 5.37% of its assets under management (AUM) in cash |
- Analyzing American Funds' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether American Funds' stock is overvalued or undervalued compared to its peers.
- Examining American Funds' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating American Funds' management team can have a significant impact on its success or failure. Reviewing the track record and experience of American Funds' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of American Funds' mutual fund. These opinions can provide insight into American Funds' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in American Mutual Fund
American Funds financial ratios help investors to determine whether American 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 American with respect to the benefits of owning American Funds security.
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