American Funds AMCAP Fund® Class C (AMPCX)
| 25.76 Net Asset Value | -0.27% 1 Day | +0.43% Year-to-Date | Overall Morningstar Rating |
| Large growth Style or Category | No Load Sales Expenses | 1.51% Expense Ratio | Below Average Morningstar Risk Rating™ |
Investment Objective The investment seeks long-term growth of capital.
The fund invests primarily in common stocks of U.S. companies that have solid long-term growth records and the potential for good future growth. The basic investment philosophy of the investment adviser is to seek to invest in attractively valued companies that, in its opinion, represent good, long-term investment opportunities.
Performance
| 1 month | -0.27% | 3 years | +18.12% | |
| 3 months | +4.72% | 5 years | +14.82% | |
| 1 year | +11.01% | Since inception | +6.27% |
Data through --
Peer Comparisonvs. Large growth
| AMPCX | Category | |
|---|---|---|
| Performance 5-yr return | +14.82% | +14.09% |
| Expense ratio | 1.51% | 1.23% |
| Risk 5 year sharpe ratio | 1.06 | 0.98 |
| Net assets | $44.3B | $2.7B |
| Average market cap | $29.1B | $70.2B |
| Average P/E | 22.0 | 22.3 |
| Portfolio turnover | 29% | 29% |
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Fund Management and Purchase Info
| Fund family | American Funds |
| Fund manager & tenure | Claudia Huntington / 18 Years |
| Minimal initial investment | $250.00 |
| Minimum IRA investment | $250.00 |
Holdings
| U.S. stock | 77.30% |
| Cash | 12.60% |
| International stock | 5.96% |
| Fixed income | 4.14% |
| Other | 0.00% |
Top 5 SectorsPortfolio weighting
| Healthcare | 14.52% |
| Consumer service | 11.96% |
| Financial service | 11.75% |
| Business service | 10.17% |
| Telecommunication | 9.49% |
Top 10 HoldingsPortfolio weighting
| AMGN Amgen Inc | 3.24% |
| GILD Gilead Sciences Inc | 2.82% |
| ORCL Oracle Corporation | 2.25% |
| ALXN Alexion Pharmaceuticals Inc | 2.11% |
| UNH UnitedHealth Group Inc | 2.01% |
| ACN Accenture PLC Class A | 1.88% |
| PCP Precision Castparts Corp | 1.79% |
| NFLX Netflix Inc | 1.63% |
| SYK Stryker Corporation | 1.60% |
| TXN Texas Instruments Inc | 1.37% |
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