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The Income Fund Of America, Class 529-e Shares: (MF: CIMEX)

(NASDAQ Mutual Funds) As of Mar 13, 2026 05:18 PM ET

$26.69 USD

-0.10 (-0.37%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 7.56 38
3 months 7.17 56
6 months 10.55 45
1 Year 18.50 32
3 Year 14.01 49
5 Year 9.47 66
10 Year 9.16 70

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 83.13
Bear Market (10/07 - 2/09) -42.56
Bull Market (2/09 - 3/21) 418.43

Load Adjusted Returns as of Feb 28, 2026

1 Year 16.07
5 Year 8.34
10 Year 8.11
Since Inception 9.83

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 4.59 5.49 3.71 1.42
2024 4.24 -0.06 8.33 -2.02
2023 0.75 1.31 -3.22 8.61
2022 -1.38 -8.22 -6.42 9.74
2021 5.93 4.64 -1.27 6.59

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.5616.0710.577.29-7.0616.654.6918.58-5.5512.9810.27
% Total Return Rel to Index 2.17-2.14-14.44-18.9411.14-12.02-13.70-12.90-1.15-8.81-1.66
% Total Return Rel to Peer 0.142.61-1.07-2.08-0.09-4.34-0.45-3.401.46-1.13-1.09
% Perf Quintile vs Peer* 3.002.000.004.003.004.003.004.003.004.004.00
% Dividends 0.000.600.930.790.590.590.690.670.580.580.60
% Yield 0.002.163.672.392.482.162.882.802.672.412.72
Capital Gains ($) 0.001.590.550.000.820.980.000.500.880.500.00
Expense Ratio 0.000.830.840.850.830.830.840.860.860.870.89

* 1 = Top 20%, 5 = Bottom 20%