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.
American Funds Invmt Co of Amer R2 RICBX
- NAV / 1-Day Return 54.98 / −0.02 %
- Total Assets 137.9 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.360%
- Distribution Fee Level Average
- Share Class Type Retirement, Small
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 250
- Status Open
- TTM Yield 0.62%
- Turnover 29%
USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:00 PM GMT+0
Morningstar’s Analysis RICBX
Will RICBX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 33.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 7.85 | 9.9 Bil | Technology |
Broadcom Inc | 5.53 | 7.0 Bil | Technology |
General Electric Co | 3.75 | 4.7 Bil | Industrials |
Capital Group Central Cash Fund | 3.12 | 3.9 Bil | Cash and Equivalents |
Meta Platforms Inc Class A | 3.02 | 3.8 Bil | Communication Services |
Amazon.com Inc | 3.01 | 3.8 Bil | Consumer Cyclical |
Abbott Laboratories | 2.33 | 2.9 Bil | Healthcare |
Apple Inc | 2.11 | 2.7 Bil | Technology |
Alphabet Inc Class A | 1.95 | 2.5 Bil | Communication Services |
Mastercard Inc Class A | 1.94 | 2.5 Bil | Financial Services |