American Funds Investment Company of America® Class A AIVSX:NASDAQ

Net Asset Value$52.73Previous Close - 10/22/2021
1-Day Change-0.02(0.04%)
YTD Change+8.31(18.71%)

Growth of $10,000 Since Fund Inception

View portfolioPortfolio as of 06/30/2021

Top 5 SectorsTop 5 Holdings
Technology Services19.21%
Microsoft Corp ORD7.43%
Electronic Technology11.30%
Facebook Inc ORD5.06%
Finance11.30%
Capital Group Central Cash ...4.06%
Health Technology9.01%
Broadcom Inc ORD3.64%
Consumer Services8.18%
Comcast Corp ORD3.64%
Concentration of Top 559.00% Concentration of Top 523.83% 

Fund Profile

Fund Strategy

The Fund seeks long-term growth of capital and income. The Fund invests primarily in common stocks, most of which have a history of paying dividends. Although the Fund focuses on investments in medium to larger capitalization companies, its investments are not limited to a particular capitalization size.

Fund Category US Diversified Equity
Inception Date 01/01/1934
Manager Team Managed
Fund Classification Large-Cap Core Funds
Managed Since N/A
Other Managed Funds   AGTHX  ABALX  RERGX  AMECX  AWSHX

Lipper Leader Scorecard as of 09/30/2021

RatingTotal
Return
Consistent
Return
PreservationTax
Efficiency
Expense*
Overall Rating(# of funds in category)
577

576

12,232

577

151
3 Year Rating(# of funds in category)
576

576

12,232

576

151
5 Year Rating(# of funds in category)
519

519

10,742

519

142
10 Year Rating(# of funds in category)
415

414

7,409

415

132

Fund Highlights

Total Expense Ratio0.59%
Average Market Capitallization$473.0 B
Net Asset ValueN/A
Total Net Assets$75.9 B
Sales ExpensesFront-end Load Fund
Minimum Initial Investment$250
Minimum IRA Investment$25
AvailabilityOpen to New Investors
Current Yield1.24%
Dividend Ex-Date09/15/2021

Risk Analysis

Beta vs. S&P 5000.91
R-Squared vs. S&P 5000.98
Standard Deviation17.33%
Sharpe Ratio0.72
Portfolio TurnoverN/A