Advertisement
Skip to Content
Morningstar

American Funds Invmt Co of Amer 529C CICCX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 43.72  /  0.88 %
  • Total Assets 108.5 Bil
  • Adj. Expense Ratio
    1.370%
  • Expense Ratio 1.380%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.57%
  • Turnover 22%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:20 PM GMT+00:00

Morningstar’s Analysis CICCX

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

People Pillar

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

Broader strengths should help here.

Director

Summary

| by Alec Lucas

American Funds Investment Company of America’s team changes and tweaks to its growth-and-income approach have yet to pay off, but parent Capital Group’s broader strengths are enough to keep the Morningstar Analyst Rating for its cheapest shares at Silver and the others at Bronze and Neutral, depending on fees.

Unlock our full analysis with Morningstar Investor