American Funds AMCAP Fund® Class 529-B (CAFBX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
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.


1 month-1.27% 3 years+16.21%
3 months+2.21% 5 years+13.48%
1 year+10.51% Since inception+7.26%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+13.48%+14.09%
Expense ratio1.59%1.22%
Risk 5 year sharpe ratio1.121.06
Net assets$46.6B$2.8B
Average market cap$29.1B$75.2B
Average P/E22.021.0
Portfolio turnover29%29%

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Fund Management and Purchase Info

Fund familyAmerican Funds
Fund manager & tenureClaudia Huntington / 18 Years
Minimal initial investment$250.00
Minimum IRA investment$250.00


U.S. stock77.30%
International stock5.96%
Fixed income4.14%
Top 5 Sectors
Portfolio weighting
Healthcare 14.52%
Consumer service 11.96%
Financial service 11.75%
Business service 10.17%
Telecommunication 9.49%
Top 10 Holdings
Portfolio weighting
AMGN Amgen3.24%
GILD Gilead Sciences2.82%
ORCL Oracle2.25%
ALXN Alexion Pharmaceuticals Inc2.11%
UNH UnitedHealth2.01%
ACN Accenture1.88%
PCP Precision Castparts Corp1.79%
NFLX Netflix1.63%
SYK Stryker Corp1.60%
TXN Texas Instruments1.37%

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