
24.12 Net Asset Value | +0.46% 1 Day | +2.42% Year-to-Date | Overall Morningstar Rating |
Allocation--70% to 85% equity Style or Category | 5.75 Sales Expenses | 0.57% Expense Ratio | Low Morningstar Risk Rating™ |
1 month | +2.83% | 3 years | +5.77% | |
3 months | +8.80% | 5 years | +9.85% | |
1 year | +6.19% | Since inception | +10.73% |
AMECX | Category | |
---|---|---|
Performance 5-yr return | +9.85% | +9.84% |
Expense ratio | 0.57% | 1.09% |
Risk 5 year sharpe ratio | 0.73 | 0.68 |
Net assets | $115.8B | $2.6B |
Average market cap | $72.9B | $71.2B |
Average P/E | 19.8 | 25.4 |
Portfolio turnover | 117% | 117% |
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 | Dina Perry / 29 Years |
Minimal initial investment | $250.00 |
Minimum IRA investment | $25.00 |
U.S. stock | 47.89% |
Fixed income | 26.49% |
International stock | 20.98% |
Cash | 3.11% |
Other | 1.53% |
Industrial materials | 18.84% |
Consumer goods | 12.21% |
Energy | 11.81% |
Financial service | 11.62% |
Healthcare | 10.77% |
-- | 4.38% |
JPM JPMorgan Chase | 2.63% |
MSFT Microsoft | 2.28% |
AVGO Broadcom Inc | 2.13% |
PM Philip Morris | 2.13% |
-- | 2.04% |
PFE Pfizer | 1.82% |
VZ Verizon | 1.47% |
CME CME Group Inc | 1.47% |
CCI Crown Castle International Corp | 1.41% |