Nasdaq - Delayed Quote USD

American Funds Income Fund of Amer R2 (RIDBX)

23.67 +0.01 (+0.04%)
At close: 8:05 AM EDT
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DELL
  • Previous Close 23.66
  • YTD Return 3.75%
  • Expense Ratio 0.27%
  • Category Allocation--70% to 85% Equity
  • Last Cap Gain 18.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 121.42B
  • Beta (5Y Monthly) 0.88
  • Yield 2.86%
  • 5y Average Return --
  • Holdings Turnover 95.00%
  • Last Dividend 0.25
  • Inception Date Oct 30, 2020

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% of the fund's assets will be invested in common stocks and other equity-type securities. The fund may also invest up to 30% of its assets in common stocks and other equity-type securities of issuers domiciled outside the United States, including issuers in developing countries.

American Funds

Fund Family

Allocation--70% to 85% Equity

Fund Category

121.42B

Net Assets

2020-10-30

Inception Date

Performance Overview: RIDBX

Trailing returns as of 6/13/2024. Category is Allocation--70% to 85% Equity.

YTD Return

RIDBX
3.75%
Category
11.35%
 

1-Year Return

RIDBX
12.15%
Category
32.83%
 

3-Year Return

RIDBX
2.57%
Category
11.75%
 

5-Year Return

RIDBX
6.85%
Category
11.53%
 

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Holdings: RIDBX

Top 9 Holdings (17.02% of Total Assets)

SymbolCompany% Assets
AVGO
Broadcom Inc. 2.93%
JPM
JPMorgan Chase & Co. 2.19%
PM
Philip Morris International Inc. 2.18%
GILD
Gilead Sciences, Inc. 2.02%
MSFT
Microsoft Corporation 1.64%
BA.L
BAE Systems plc 1.56%
HD
The Home Depot, Inc. 1.51%
CVS
CVS Health Corporation 1.51%
EOG
EOG Resources, Inc. 1.48%

Sector Weightings

SectorRIDBX
Healthcare   11.54%
Technology   10.86%
Energy   9.92%
Industrials   9.48%
Utilities   6.44%
Real Estate   4.56%

Recent News: RIDBX

Research Reports: RIDBX

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