American Funds Investment Company of America Class A (AIVSX)

$38.34
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 11 0.90 -3.11% -4.24% 0.61%
U.S. Mega Cap 12 0.98 2.32% - -

* 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 12.83% 16.21% -3.37%
Year-to-Date -3.11% 2.32% -5.42%
1 Year 4.58% 11.95% -7.37%

Risk, Fees & Styles

(as of 1/31/2020)
RISK PROFILE Help

Fund's Risk

11%

(moderate)

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

POTENTIAL GAIN & LOSS Help

The fund's risk of 11% 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)
97%

Return in excess of styles
(over past year)
-2.05%