29.30 Net Asset Value | -0.75% 1 Day | +5.13% Year-to-Date | Overall Morningstar Rating |
Large growth Style or Category | No Load Sales Expenses | 1.49% Expense Ratio | Below Average Morningstar Risk Rating™ |
1 month | -1.35% | 3 years | +9.55% | |
3 months | -0.71% | 5 years | +13.84% | |
1 year | +20.65% | Since inception | +6.91% |
AMPCX | Category | |
---|---|---|
Performance 5-yr return | +13.84% | +13.81% |
Expense ratio | 1.49% | 1.10% |
Risk 5 year sharpe ratio | 1.26 | 1.18 |
Net assets | $62.3B | $3.6B |
Average market cap | $51.6B | $149.6B |
Average P/E | 25.4 | 27.1 |
Portfolio turnover | 25% | 25% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
Fund family | American Funds |
Fund manager & tenure | Claudia Huntington / 21 Years |
Minimal initial investment | $250.00 |
Minimum IRA investment | -- |
U.S. stock | 81.75% |
Cash | 9.30% |
International stock | 7.27% |
Fixed income | 1.68% |
Other | 0.00% |
Healthcare | 14.52% |
Consumer service | 11.96% |
Financial service | 11.75% |
Business service | 10.17% |
Telecommunication | 9.49% |
NFLX Netflix | 4.44% |
ABBV AbbVie | 2.88% |
AMZN Amazon | 2.11% |
MSFT Microsoft | 2.02% |
ABT Abbott Laboratories | 1.97% |
EOG EOG Resources Inc | 1.93% |
TMO Thermo Fisher Scientific Inc | 1.89% |
UNH UnitedHealth | 1.86% |
AMGN Amgen | 1.81% |
SYK Stryker Corp | 1.70% |