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 7.04 7.04
Stocks 53.46 53.46
Bonds 15.57 15.57
Other 0.74 0.74
Foreign Bonds 3.28 3.28
Foreign Stocks 18.83 18.83
Convertible 0.03 0.03
Preferred 1.04 1.04

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

Ticker YTD Return % % Net Assets
Merck & Co Inc MRK 18.66 3.23
Microsoft Corporation MSFT 13.42 2.7
General Electric Co GE -4.25 2.16
Bristol-Myers Squibb Company BMY -8.11 2.05
Pfizer Inc PFE -0.1 2.04
AstraZeneca PLC AZNCF 28.89 1.75
E.I. du Pont de Nemours & Company DD 2.06 1.66
National Grid PLC NGGTF 11.16 1.61
Lockheed Martin Corporation LMT 9.85 1.6
Waste Management Inc WM 1.58 1.36

Bond Ratings (%)

Updated 03.31.2014

Sector IFAFX
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

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