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American Funds AMCAP R1 RAFAX

Analyst rating as of
NAV / 1-Day Return
39.67  /  0.63 %
Total Assets
92.1 Bil
Adj. Expense Ratio
1.440%
Expense Ratio
1.440%
Fee Level
Average
Longest Manager Tenure
15.47 years
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
250
Status
Open
TTM Yield
0.00%
Turnover
35%
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Morningstar’s Analysis

Will RAFAX outperform in future?

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Upcoming Manager Retirement at American Funds AMCAP Does Not Change Its Ratings

Strategist

Analyst Note

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Veteran manager Barry Crosthwaite will transition off American Funds AMCAP on Jan. 1, 2022, and retire from American Funds’ parent Capital Group around that time. He worked in business for 14 years before transitioning to asset management and spent his entire 25-year investment career at Capital Group. Crosthwaite will also step away from his portfolio management duties on American Funds Investment Company of America AIVSX and American Funds Growth Fund of America AGTHX on Sept. 1, 2021, and Nov. 1, 2021, respectively.

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