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| 27.88 Net Asset Value | +0.14% 1 Day | +14.50% 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 | +2.73% | 3 years | +11.20% | |
| 3 months | +4.93% | 5 years | +13.84% | |
| 1 year | +20.41% | Since inception | +6.56% |
| AMPCX | Category | |
|---|---|---|
| Performance 5-yr return | +13.84% | +13.70% |
| Expense ratio | 1.49% | 1.12% |
| Risk 5 year sharpe ratio | 1.36 | 1.22 |
| Net assets | $58.2B | $3.3B |
| Average market cap | $47.4B | $118.6B |
| Average P/E | 24.1 | 26.8 |
| 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 | 75.20% |
| International stock | 10.41% |
| Fixed income | 9.14% |
| Cash | 5.25% |
| Other | 0.00% |
| Healthcare | 14.52% |
| Consumer service | 11.96% |
| Financial service | 11.75% |
| Business service | 10.17% |
| Telecommunication | 9.49% |
| NFLX Netflix | 3.35% |
| ABBV AbbVie | 2.49% |
| AMGN Amgen | 2.32% |
| AVGO Broadcom Ltd | 2.18% |
| UNH UnitedHealth | 1.81% |
| TMO Thermo Fisher Scientific Inc | 1.76% |
| SYK Stryker Corp | 1.73% |
| ACN Accenture | 1.69% |
| EOG EOG Resources Inc | 1.68% |
| BMRN Biomarin Pharmaceutical Inc | 1.61% |
