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| 23.05 Net Asset Value | +0.22% 1 Day | -1.37% Year-to-Date | Overall Morningstar Rating |
| Allocation--70% to 85% equity Style or Category | 5.75 Sales Expenses | 0.56% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | +1.19% | 3 years | +6.88% | |
| 3 months | +1.38% | 5 years | +7.37% | |
| 1 year | +6.06% | Since inception | +10.92% |
| AMECX | Category | |
|---|---|---|
| Performance 5-yr return | +7.37% | +7.97% |
| Expense ratio | 0.56% | 1.25% |
| Risk 5 year sharpe ratio | 1.04 | 0.91 |
| Net assets | $107.5B | $2.3B |
| Average market cap | $74.7B | $48.5B |
| Average P/E | 17.4 | 18.0 |
| Portfolio turnover | 42% | 42% |
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 / 26 Years |
| Minimal initial investment | $250.00 |
| Minimum IRA investment | $25.00 |
| U.S. stock | 44.66% |
| Fixed income | 30.70% |
| International stock | 19.91% |
| Cash | 3.96% |
| Other | 0.76% |
| Industrial materials | 18.84% |
| Consumer goods | 12.21% |
| Energy | 11.81% |
| Financial service | 11.62% |
| Healthcare | 10.77% |
| MSFT Microsoft | 2.50% |
| INTC Intel | 2.10% |
| MRK Merck | 1.68% |
| LMT Lockheed Martin | 1.64% |
| CME CME Group Inc | 1.59% |
| DWDP DowDuPont Inc | 1.58% |
| -- | 1.56% |
| VZ Verizon | 1.54% |
| MCD McDonald's | 1.53% |
| MO Altria Group | 1.50% |
