RIDEX Mutual Fund

RIDEX Mutual Fund (The Income Fund of America Class R4) is managed by American Funds with $49.2M in net assets. RIDEX expense ratio is 0.61%, holding 3185 positions across sectors including Financials, Health Care, Energy. Inception date: 2002-06-27.

RIDEX performance shows a YTD return of 7.72%. The 1-year return is 15.74% and the 5-year return is 8.02%. RIDEX dividend yield stands at 9.25%, paid quarterly.

RIDEX top holdings include Capital Group Central Cash Fund (7.3%), Philip Morris International Inc. (2.5%), Amgen Inc. (1.8%), Gilead Sciences (1.5%), Taiwan Semiconductor Manufacturing Co. Ltd. (1.4%). Go to all RIDEX holdings, RIDEX sectors, or RIDEX dividends.

RIDEX can be compared against other funds. Use RIDEX overlap to find shared positions, or RIDEX vs another fund for a side-by-side view. RIDEX alternatives are available via the screener, along with tax-loss harvesting opportunities.