• American Funds Investment Company of America

American Funds

  • US
  • Large-Cap
  • Core
  • Recently Viewed
  • Symbol Price
    DMCCX 9.39
    FEKAX 12.87
    DMCAX 128.29
    BHHEX 23.7
    FEKIX 12.41
    DPDEX 19.69
    USLUX 23.63
    GVDIX 9.42
    SSGMX 8.85
    GVDSX 51.33

American Funds Investment Company of America

AIVSX

Summary

The fund seeks primarily capital appreciation and secondarily future income in the long term by investing in mid-and large-size companies in the United States.

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

The adviser’s investment process is designed to highlight companies that are trading at attractive valuations and have a track record of paying dividends.

The fund has the flexibility to invest up to 15% of its net assets in securities of foreign issuers.

More

Price

Last Close

$52.39 ( +0.19 )

52 Week HL

$52.41 - $38.19

Net Assets

$117115 M

Expense Ratio

0.27 %

Sector Allocation

Dec 31, 2020

Top 10 Holdings

Dec 31, 2020

Company Name

  • Microsoft Corporation
  • Broadcom Inc
  • Facebook Inc
  • Alphabet Inc
  • Amazon Com

Holding

  • 7.2
  • 5.4
  • 3.7
  • 3.4
  • 3.2

Company Name

  • Comcast Corporation
  • Abbott Laboratories
  • Home Depot
  • Netflix Inc
  • Apple Inc
  • Total

Holding

  • 3.2
  • 3.1
  • 2.4
  • 2.2
  • 2.1
  • 35.9%

Manager

Name

Christopher D. Buchbinder

Leadership

Single Manager

Tenure

2003

Advisor

Capital Research and Management Company

Documents

Prospectus

Fact Sheet

Annual Reports

Website

Link

Performance

YTD

18 %

3 Year

54.56%

5 Year

78.11%

Best

32.48%
2013

Worst

-34.76%
2008

Returns +
Quarterly

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 6.6% -19.5% 10.9% -1.3% 5.7% 3.1% 0.6% 2.3% 9.3% 11.1% -
Q2 5.5% 16.7% 0.5% 5.6% 2.4% 3.9% 0.3% 5.9% 3.4% -3.3% -
Q3 5% 5.3% -1.2% 4.8% 4.2% 3.8% -7.7% 0.9% 6.1% 5.3% -
Q4 - 10.9% 4.2% -12.9% 5.8% 3.1% 5.8% 2.6% 10.5% 0.4% -

Returns +
Monthly

J F M A M J J A S O N D
2021 -0.8% 3.2% 4.1% 4.1% 1.3% 0.1% 1.5% 2.9% 0.5% - - -
2020 -1.3% -7.7% -11.7% 11.9% 3.9% 0.4% 5.5% 6.1% -3.8% -2.9% 10.9% 2.9%

Returns +
Annual

    2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
    14%19%29%-7%19%10%-1%11%30%14%-1%

Alpha

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
AIVSX 18%12%17%-20%15%-2%12%33%16%-2%
Russell 1000 14%19%29%-7%19%10%-1%11%30%14%-1%
Alpha 4%-7%-12%-0%5%-1%1%2%2%-1%

AIVSX Russell 1000

Chart +