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American Funds AMCAP R3 RAFCX

Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 39.51  /  +1.10 %
  • Total Assets 86.3 Bil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.10%
  • Turnover 31%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:16 PM GMT+0

Morningstar’s Analysis RAFCX

Will RAFCX outperform in future?

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

A string of recent retirements creates some uncertainty.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

Even though American Funds AMCAP’s flexibility has increased, it has gone through multiple lineup changes recently. Capital Group has a solid history of getting the right people in place, but this team needs to prove it can execute. The Morningstar Medalist Ratings of its cheapest U.S.- and Luxembourg-domiciled shares drop to Bronze from Gold and Silver, while its pricier shares get Neutral.

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Portfolio Holdings RAFCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 27.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.52 5.2 Bil
Technology

Broadcom Inc

3.83 3.1 Bil
Technology

Amazon.com Inc

2.73 2.2 Bil
Consumer Cyclical

Capital Group Central Cash Fund

2.71 2.2 Bil
Cash and Equivalents

TransDigm Group Inc

2.49 2.0 Bil
Industrials

UnitedHealth Group Inc

2.37 1.9 Bil
Healthcare

Meta Platforms Inc Class A

2.21 1.8 Bil
Communication Services

Alphabet Inc Class A

2.09 1.7 Bil
Communication Services

Mastercard Inc Class A

2.05 1.6 Bil
Financial Services

Abbott Laboratories

1.78 1.4 Bil
Healthcare