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Morningstar

American Funds AMCAP 529A CAFAX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 32.19  /  1.39 %
  • Total Assets 70.6 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.680%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.00
  • Turnover 28%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis CAFAX

Will CAFAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CAFAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CAFAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of CAFAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Talent should show through here long term.

Director

Summary

| by Alec Lucas

American Funds AMCAP's enhanced flexibility should enable this fund to weather volatility and come out ahead. Its cheapest share classes retain a Morningstar Analyst Rating of Gold, while its pricier shares get Silver.

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