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| 29.85 Net Asset Value | -2.74% 1 Day | +7.10% Year-to-Date | Overall Morningstar Rating |
| Large growth Style or Category | No Load Sales Expenses | 1.47% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +3.62% | 3 years | +11.07% | |
| 3 months | +2.62% | 5 years | +13.71% | |
| 1 year | +23.22% | Since inception | +7.07% |
| AMPCX | Category | |
|---|---|---|
| Performance 5-yr return | +13.71% | +13.81% |
| Expense ratio | 1.47% | 1.10% |
| Risk 5 year sharpe ratio | 1.24 | 1.17 |
| Net assets | $64.8B | $3.6B |
| Average market cap | $54.4B | $157.2B |
| Average P/E | 25.4 | 26.5 |
| Portfolio turnover | 27% | 27% |
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 / 22 Years |
| Minimal initial investment | $250.00 |
| Minimum IRA investment | -- |
| U.S. stock | 81.75% |
| Cash | 9.38% |
| International stock | 7.27% |
| Fixed income | 1.60% |
| 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% |
