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The Income Fund Of America, Class R-5 Shares: (MF: RIDFX)

(NASDAQ Mutual Funds) As of May 1, 2025 08:00 PM ET

$25.27 USD

-0.04 (-0.16%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2025

Total Return %* Percentile Rank Objective
YTD 4.69 13
3 months 4.69 13
6 months 2.70 7
1 Year 11.51 7
3 Year 5.92 44
5 Year 11.54 74
10 Year 7.27 59

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -42.29
Bull Market (2/09 - 3/21) 385.76

Load Adjusted Returns as of Mar 31, 2025

1 Year 11.51
5 Year 11.54
10 Year 7.27
Since Inception 7.53

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 4.69 NA NA NA
2024 4.39 0.06 8.50 -1.90
2023 0.88 1.48 -3.11 8.74
2022 -1.28 -8.09 -6.30 9.87
2021 6.07 4.79 -1.13 6.73
2020 -16.13 9.73 5.03 8.88

Annual Return

20252024202320222021202020192018201720162015
% Total Return 4.6911.187.87-6.5917.305.2519.21-5.0013.5610.87-1.29
% Total Return Rel to Index 8.96-13.83-18.3711.61-11.37-13.14-12.27-0.61-8.23-1.05-2.68
% Total Return Rel to Peer 2.58-0.46-1.500.37-3.690.09-2.772.01-0.54-0.482.19
% Perf Quintile vs Peer* 0.000.004.003.004.003.004.002.003.004.002.00
% Dividends 0.181.060.910.720.720.810.790.710.700.710.70
% Yield 0.694.054.212.922.563.263.193.132.813.143.26
Capital Gains ($) 0.000.550.000.820.980.000.500.880.500.000.37
Expense Ratio 0.290.310.310.300.300.310.320.330.340.330.32

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