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| 25.95 Net Asset Value | -0.80% 1 Day | +6.57% 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 | +0.62% | 3 years | +6.75% | |
| 3 months | +4.12% | 5 years | +14.34% | |
| 1 year | +18.17% | Since inception | +6.34% |
| AMPCX | Category | |
|---|---|---|
| Performance 5-yr return | +14.34% | +11.55% |
| Expense ratio | 1.49% | 1.14% |
| Risk 5 year sharpe ratio | 1.41 | 1.28 |
| Net assets | $55.2B | $3.1B |
| Average market cap | $43.3B | $108.1B |
| Average P/E | 23.4 | 25.9 |
| 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 | 73.93% |
| International stock | 10.27% |
| Cash | 9.04% |
| Fixed income | 6.76% |
| Other | 0.00% |
| Healthcare | 14.52% |
| Consumer service | 11.96% |
| Financial service | 11.75% |
| Business service | 10.17% |
| Telecommunication | 9.49% |
| NFLX Netflix | 3.36% |
| AVGO Broadcom Ltd | 2.75% |
| ORCL Oracle | 2.52% |
| AMGN Amgen | 2.39% |
| UNH UnitedHealth | 1.95% |
| SYK Stryker Corp | 1.81% |
| AMZN Amazon | 1.73% |
| EOG EOG Resources Inc | 1.67% |
| ACN Accenture | 1.66% |
| SWKS Skyworks Solutions Inc | 1.60% |
