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

(NASDAQ Mutual Funds) As of Oct 29, 2026 05:20 PM ET

$27.81 USD

+0.18 (0.65%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 4.89 75
3 months -0.86 60
6 months 2.09 85
1 Year 6.39 73
3 Year 13.50 61
5 Year 7.43 69
10 Year 7.74 71

* 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) 448.86

Load Adjusted Returns as of Sep 30, 2026

1 Year 6.39
5 Year 7.43
10 Year 7.74
Since Inception 9.78

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 2.74 2.98 -0.86 NA
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 4.8916.0710.577.29-7.0616.654.6918.58-5.5512.9810.27
% Total Return Rel to Index -7.85-2.14-14.44-18.9411.14-12.02-13.70-12.90-1.15-8.81-1.66
% Total Return Rel to Peer -4.072.61-1.07-2.08-0.09-4.34-0.45-3.401.46-1.13-1.09
% Perf Quintile vs Peer* 4.002.003.004.003.004.003.004.003.004.004.00
% Dividends 0.450.600.930.790.590.590.690.670.580.580.60
% Yield 2.082.163.672.372.482.162.882.802.672.412.72
Capital Gains ($) 0.001.590.550.000.820.980.000.500.880.500.00
Expense Ratio 0.830.830.840.850.830.830.840.860.860.870.89

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