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American Funds AMCAP 529A CAFAX

Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 41.69  /  −0.05 %
  • Total Assets 86.8 Bil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.710%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.47%
  • Turnover 27%

USD | NAV as of Jun 21, 2024 | 1-Day Return as of Jun 21, 2024, 10:13 PM GMT+0

Morningstar’s Analysis CAFAX

Will CAFAX outperform in future?

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

A decent all-cap growth option at the right price.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

American Funds AMCAP (which includes the US mutual fund and Luxembourg vehicle) features a skilled management team, giving it an edge on the competition.

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Portfolio Holdings CAFAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 29.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.71 5.9 Bil
Technology

Broadcom Inc

4.10 3.6 Bil
Technology

Capital Group Central Cash Fund

3.44 3.0 Bil
Cash and Equivalents

Amazon.com Inc

3.31 2.9 Bil
Consumer Cyclical

Meta Platforms Inc Class A

3.02 2.6 Bil
Communication Services

TransDigm Group Inc

2.79 2.4 Bil
Industrials

Alphabet Inc Class A

2.31 2.0 Bil
Communication Services

Mastercard Inc Class A

2.09 1.8 Bil
Financial Services

Salesforce Inc

1.91 1.7 Bil
Technology

Eli Lilly and Co

1.90 1.7 Bil
Healthcare