American Funds Investment Company of America Class A (AIVSX)

$40.61
D Fund
+ Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. Mega Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
American Funds Investment Company of America Class A 14 0.89 21.63% -3.18% 0.61%
U.S. Mega Cap 15 0.98 28.78% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 5.43% 6.42% -0.99%
Year-to-Date 21.63% 28.78% -7.15%
1 Year 15.72% 21.99% -6.27%

Risk, Fees & Styles

(as of 11/30/2019)
RISK PROFILE Help

Fund's Risk

14%

(high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 14% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.61%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$782

Real cost (fees + lost compounding)

$967

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
98%

Return in excess of styles
(over past year)
-2.50%