| 26.77 Net Asset Value | +0.75% 1 Day | +4.37% Year-to-Date | Overall Morningstar Rating |
| Large growth Style or Category | No Load Sales Expenses | 1.51% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +5.15% | 3 years | +17.85% | |
| 3 months | +3.76% | 5 years | +15.03% | |
| 1 year | +11.27% | Since inception | +6.10% |
| AMPCX | Category | |
|---|---|---|
| Performance 5-yr return | +15.03% | +14.09% |
| Expense ratio | 1.51% | 1.22% |
| Risk 5 year sharpe ratio | 1.11 | 1.03 |
| Net assets | $43.9B | $2.7B |
| Average market cap | $29.1B | $70.2B |
| Average P/E | 22.0 | 20.9 |
| Portfolio turnover | 29% | 29% |
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 / 18 Years |
| Minimal initial investment | $250.00 |
| Minimum IRA investment | $250.00 |
| U.S. stock | 77.30% |
| Cash | 12.60% |
| International stock | 5.96% |
| Fixed income | 4.14% |
| Other | 0.00% |
| Healthcare | 14.52% |
| Consumer service | 11.96% |
| Financial service | 11.75% |
| Business service | 10.17% |
| Telecommunication | 9.49% |
| AMGN Amgen | 3.24% |
| GILD Gilead Sciences | 2.82% |
| ORCL Oracle | 2.25% |
| ALXN Alexion Pharmaceuticals Inc | 2.11% |
| UNH UnitedHealth | 2.01% |
| ACN Accenture | 1.88% |
| PCP Precision Castparts Corp | 1.79% |
| NFLX Netflix | 1.63% |
| SYK Stryker Corp | 1.60% |
| TXN Texas Instruments | 1.37% |
