American Funds Income Fund Of America Fund

Scorecard
5 / 5 Stars
Lipper
5 5 4 5 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B- (Buy)

Fund Holdings

American says the fund invests "primarily in a broad range of income-producing securities, including stocks and bonds. Generally, the fund will invest a substantial portion of its assets in equity type securities. The fund is designed for investors seeking current income and capital appreciation through a mix of investments that provides above-average price stability.” There will be some holdings that overlap with American Capital Income Builder of America fund, but there isn’t as much flexibility to invest abroad, says Dale Hanks, vice president with Capital Research and Management.

Asset Allocation

% Long % Net
Cash 5.21 5.21
Stocks 54.09 54.09
Bonds 16.12 16.12
Other 3.4 3.4
Foreign Bonds 3.3 3.3
Foreign Stocks 16.75 16.75
Convertible 0.25 0.25
Preferred 0.89 0.89

Updated 12.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 12.31.2013

Ticker YTD Return % % Net Assets
Merck & Co Inc MRK 12.73 2.69
Bristol-Myers Squibb Company BMY 0.64 2.61
Microsoft Corporation MSFT 1.74 2.37
General Electric Co GE -9.6 2.3
Pfizer Inc PFE 5.26 1.79
E.I. du Pont de Nemours & Company DD 2.11 1.65
Lockheed Martin Corporation LMT 10.91 1.62
National Grid PLC NGGTF 5.99 1.56
AstraZeneca PLC AZNCF 15.8 1.36
Dow Chemical Co DOW 9.1 1.28

Bond Ratings (%)

Updated 12.31.2013

Sector AMEFX
AAA 31.47
AA 4.78
A 11.95
BBB 17.93
BB 13.94
B 14.34
Below B 4.38
Other 1.2