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Morningstar

American Funds AMCAP 529C CAFCX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 33.98  /  +0.95 %
  • Total Assets 84.6 Bil
  • Adj. Expense Ratio
    1.480%
  • Expense Ratio 1.480%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield —
  • Turnover 27%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis CAFCX

Will CAFCX 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 CAFCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CAFCX 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 CAFCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Stephen Welch
Rated on Published on

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Portfolio Holdings CAFCX

More CAFCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.85 5.9 Bil
Technology

Capital Group Central Cash Fund

4.44 3.8 Bil
Cash and Equivalents

Broadcom Inc

4.05 3.5 Bil
Technology

Amazon.com Inc

3.71 3.2 Bil
Consumer Cyclical

Alphabet Inc Class A

3.16 2.7 Bil
Communication Services

Meta Platforms Inc Class A

3.04 2.6 Bil
Communication Services

TransDigm Group Inc

2.91 2.5 Bil
Industrials

Apple Inc

2.85 2.5 Bil
Technology

Eli Lilly and Co

2.69 2.3 Bil
Healthcare

Salesforce Inc

2.49 2.2 Bil
Technology