Morningstar

American Funds Investment Company of America® Class R-1 RICAX

Morningstar Medalist Rating
Medalist Rating as of | See Capital Group Investment Hub
  • NAV / 1-Day Return 66.45  /  −1.19 %
  • Total Assets 184.2B
  • Adj. Expense Ratio
    1.330%
  • Expense Ratio 1.330%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Small
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.15%
  • Turnover 34%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis RICAX

Will RICAX outperform in the 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 RICAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Return to high gear.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

After more than 90 years, Capital Group Investment Company of America’s (which includes the US mutual fund as well as the Luxembourg and Japan vehicles) recipe for success continues to prove its merit.

by Stephen Welch
Rated on Published on

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Portfolio Holdings RICAX

More RICAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.82 13B
Technology

Broadcom Inc

6.49 12B
Technology

Microsoft Corp

5.13 9B
Technology

Amazon.com Inc

5.00 9B
Consumer Cyclical

Meta Platforms Inc Class A

3.61 7B
Communication Services

Eli Lilly and Co

2.94 5B
Healthcare

Alphabet Inc Class A

2.87 5B
Communication Services

British American Tobacco PLC

2.43 4B
Consumer Defensive

Alphabet Inc Class C

2.40 4B
Communication Services

Philip Morris International Inc

2.31 4B
Consumer Defensive

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