• American Funds AMCAP Fund

American Funds

  • US
  • Large-Cap
  • Growth
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    DMCCX 9.39
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    BHHEX 23.7
    FEKIX 12.41
    USLUX 23.63
    GVDIX 9.42
    SSGMX 8.85
    GVDLX 51.33

American Funds AMCAP Fund

AMCPX

Summary

The fund seeks capital appreciation in the long term by investing in any-size companies in the United States.

The investment process uses fundamental analysis to identify companies exhibiting strong growth characteristics and the potential for attractive future growth.

The research team with the help of quantitative techniques looks for companies that are trading at attractive valuation to the past, to their peers or overall market.

The multi-manager fund may also have small exposures to foreign securities. 

More

Price

Last Close

$45.26 ( +0.17 )

52 Week HL

$45.26 - $32.5

Net Assets

$88144.2 M

Expense Ratio

0.34 %

Sector Allocation

Dec 31, 2020

Top 10 Holdings

Feb 15, 2021

Company Name

  • Netflix Inc
  • Microsoft Corporation
  • Alphabet Inc
  • Abbott Laboratories
  • Broadcom Inc

Holding

  • 4.5
  • 4.3
  • 3.6
  • 3.2
  • 2.8

Company Name

  • Amazon Com
  • Facebook Inc
  • UnitedHealth Group
  • Thermo Fisher
  • ASML Holding
  • Total

Holding

  • 2.8
  • 2.6
  • 2.4
  • 2.0
  • 1.8
  • 30%

Manager

Name

Barry S. Crosthwaite

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Fact Sheet

Annual Reports

Website

Link

Performance

YTD

15.6 %

3 Year

62.11%

5 Year

97.73%

Best

39.22%
2009

Worst

-37.73%
2008

Returns +
Quarterly

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 4.7% -17.3% 12.7% 3.3% 6% 0.5% 2.4% 3% 10.4% 12.8% -
Q2 4.2% 21.1% 1.3% 7.4% 2.9% 1.6% 1.9% 5.7% 3.7% -4.6% -
Q3 6% 6.2% -3% 5.7% 5.6% 5% -8.4% -0.4% 8.6% 4.8% -
Q4 - 9.6% 6.4% -14.7% 5.6% 1.7% 5.4% 3.8% 9.8% 1.2% -

Returns +
Monthly

J F M A M J J A S O N D
2021 -0.5% 3.2% 2% 5% 0.1% -0.9% 2% 3.2% 0.7% - - -
2020 -0.5% -5.8% -11.8% 13.5% 4.8% 1.8% 4.5% 4.8% -3.1% -2.3% 10% 2%

Returns +
Annual

    2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
    19%37%35%-3%28%5%4%11%31%13%1%

Alpha

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
AMCPX 16%17%20%-2%22%9%1%13%37%16%0%
Russell 1000 19%37%35%-3%28%5%4%11%31%13%1%
Alpha -3%-21%-14%1%-6%4%-3%1%6%2%-1%

AMCPX Russell 1000

Chart +