American Funds AMCAP Fund® Class 529-E (CAFEX)

32.85
Net Asset Value
+0.46%
1 Day
+8.13%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.97%
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+2.78% 3 years+10.49%
3 months+2.02% 5 years+13.49%
1 year+21.70% Since inception+7.82%
Data through --

Peer Comparisonvs. Large growth

 CAFEXCategory
Performance 5-yr return+13.49%+13.81%
Expense ratio0.97%1.10%
Risk 5 year sharpe ratio1.291.16
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%