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Morningstar

American Funds Invmt Co of Amer R5 RICFX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 46.04  /  0.31 %
  • Total Assets 112.2 Bil
  • Adj. Expense Ratio
    0.320%
  • Expense Ratio 0.320%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 1.47%
  • Turnover 31%

USD | NAV as of Sep 27, 2023 | 1-Day Return as of Sep 27, 2023, 10:17 PM GMT+0

Morningstar’s Analysis RICFX

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

People Pillar

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

Capable managers at the helm.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

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.

by Stephen Welch
Rated on Published on

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Portfolio Holdings RICFX

More RICFX Holdings
  • Current Portfolio Date
  • Equity Holdings 200
  • Bond Holdings 6
  • Other Holdings 8
  • % Assets in Top 10 Holdings 31.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.73
9,006,537,558
Technology

Broadcom Inc

5.04
5,873,940,166
Technology

Capital Group Central Cash Fund

4.65
5,414,270,956
Cash and Equivalents

General Electric Co

3.69
4,295,524,089
Industrials

Amazon.com Inc

2.74
3,196,074,707
Consumer Cyclical

Apple Inc

2.15
2,504,186,645
Technology

Abbott Laboratories

2.12
2,471,613,025
Healthcare

Meta Platforms Inc Class A

2.11
2,463,653,277
Communication Services

British American Tobacco PLC

2.00
2,334,260,256
Consumer Defensive

Mastercard Inc Class A

1.96
2,284,194,368
Financial Services