American Funds Investment Company of America Class R-2 (RICBX)

$54.52
D Fund
Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. Large Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
American Funds Investment Company of America Class R-2 29 0.85 9.19% -2.45% 1.36%
U.S. Large Cap 34 0.98 9.85% - -

* 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 8.91% 9.51% -0.60%
Year-to-Date 9.19% 9.85% -0.66%
1 Year 29.75% 0.00% 29.75%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

29%

(very high)

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

POTENTIAL GAIN & LOSS Help

The fund's risk of 29% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 1.36%

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

Total fees paid

$1,681

Real cost (fees + lost compounding)

$2,085

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
99%

Return in excess of styles
(over past year)
-2.62%