American Funds AMCAP Fund® Class 529-C (CAFCX)

30.24
Net Asset Value
+0.47%
1 Day
+7.88%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
1.52%
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+2.17% 3 years+9.72%
3 months+2.84% 5 years+12.71%
1 year+20.44% Since inception+7.60%
Data through --

Peer Comparisonvs. Large growth

 CAFCXCategory
Performance 5-yr return+12.71%+13.81%
Expense ratio1.52%1.10%
Risk 5 year sharpe ratio1.241.16
Net assets$63.0B$3.5B
Average market cap$54.4B$149.9B
Average P/E25.426.0
Portfolio turnover27%27%

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Fund Management and Purchase Info

Fund familyAmerican Funds
Fund manager & tenureClaudia Huntington / 22 Years
Minimal initial investment$250.00
Minimum IRA investment--

Holdings

U.S. stock81.75%
Cash9.30%
International stock7.27%
Fixed income1.68%
Other0.00%
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
NFLX Netflix4.44%
ABBV AbbVie2.88%
AMZN Amazon2.11%
MSFT Microsoft2.02%
ABT Abbott Laboratories1.97%
EOG EOG Resources Inc1.93%
TMO Thermo Fisher Scientific Inc1.89%
UNH UnitedHealth1.86%
AMGN Amgen1.81%
SYK Stryker Corp1.70%