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| 26.00 Net Asset Value | 0.00% 1 Day | +6.78% 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 | -3.06% | 3 years | +6.06% | |
| 3 months | +1.19% | 5 years | +12.74% | |
| 1 year | +9.67% | Since inception | +6.45% |
| AMPCX | Category | |
|---|---|---|
| Performance 5-yr return | +12.74% | +13.87% |
| Expense ratio | 1.49% | 1.13% |
| Risk 5 year sharpe ratio | 1.40 | 1.27 |
| Net assets | $56.8B | $3.2B |
| Average market cap | $46.9B | $116.3B |
| Average P/E | 23.7 | 26.7 |
| 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 | 73.39% |
| Cash | 11.78% |
| International stock | 10.13% |
| Fixed income | 4.71% |
| Other | 0.00% |
| Healthcare | 14.52% |
| Consumer service | 11.96% |
| Financial service | 11.75% |
| Business service | 10.17% |
| Telecommunication | 9.49% |
| NFLX Netflix | 2.98% |
| ORCL Oracle | 2.58% |
| AVGO Broadcom Ltd | 2.51% |
| AMGN Amgen | 2.28% |
| UNH UnitedHealth | 2.02% |
| SYK Stryker Corp | 1.79% |
| AMZN Amazon | 1.72% |
| TMO Thermo Fisher Scientific Inc | 1.62% |
| ACN Accenture | 1.61% |
| EOG EOG Resources Inc | 1.56% |
