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American Funds Invmt Co of Amer 529A CICAX

Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 52.25  /  0.46 %
  • Total Assets 130.9 Bil
  • Adj. Expense Ratio
    0.620%
  • Expense Ratio 0.620%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 1.34%
  • Turnover 31%

Morningstar’s Analysis CICAX

Will CICAX outperform in future?

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

Capable managers at the helm.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

While American Funds Investment Company of America has seen some recent changes, its experienced managers are capable leaders. Its cheapest U.S.-sold shares warrant a Morningstar Analyst Rating of Silver and its more expensive U.S.- and Luxembourg-domiciled shares land at Bronze and Neutral, depending on fees.

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Portfolio Holdings CICAX

  • Current Portfolio Date
  • Equity Holdings 207
  • Bond Holdings 4
  • Other Holdings 8
  • % Assets in Top 10 Holdings 33.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
7.85
9,921,716,125
Technology
5.53
6,987,237,199
Technology
3.75
4,737,757,442
Industrials

Capital Group Central Cash Fund

3.12
3,946,494,448
Cash and Equivalents
3.02
3,811,273,503
Communication Services
3.01
3,810,374,567
Consumer Cyclical
2.33
2,944,853,946
Healthcare
2.11
2,666,753,438
Technology
1.95
2,465,591,361
Communication Services
1.94
2,454,278,009
Financial Services