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 R3 RICCX
- NAV / 1-Day Return 53.03 / +0.80 %
- Total Assets 130.9 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.910%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment 250
- Status Open
- TTM Yield 0.99%
- Turnover 29%
USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:18 PM GMT+0
Morningstar’s Analysis RICCX
Will RICCX 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 35.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 7.80 | 10.8 Bil | Technology |
Broadcom Inc | 5.79 | 8.0 Bil | Technology |
Meta Platforms Inc Class A | 4.20 | 5.8 Bil | Communication Services |
GE Aerospace | 4.12 | 5.7 Bil | Industrials |
Capital Group Central Cash Fund | 3.61 | 5.0 Bil | Cash and Equivalents |
Cash And Other Assets Less Liablities | 3.59 | 4.9 Bil | Cash and Equivalents |
Amazon.com Inc | 3.46 | 4.8 Bil | Consumer Cyclical |
Alphabet Inc Class A | 2.12 | 2.9 Bil | Communication Services |
RTX Corp | 2.06 | 2.8 Bil | Industrials |
Abbott Laboratories | 2.02 | 2.8 Bil | Healthcare |