Nasdaq - Delayed Quote USD

American Funds Invmt Co of Amer F2 (ICAFX)

60.53 +0.17 (+0.28%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 21.51%
5y Average Return 15.45%
Number of Years Up 11
Number of Years Down 4
Best 1Y Total Return (Oct 31, 2024) 32.70%
Worst 1Y Total Return (Oct 31, 2024) --
Best 3Y Total Return 32.70%
Worst 3Y Total Return 6.75%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ICAFX
Category
YTD
22.37%
5.31%
1-Month
2.46%
-4.19%
3-Month
6.73%
3.90%
1-Year
39.18%
20.31%
3-Year
13.30%
6.48%
5-Year
16.00%
11.78%
10-Year
12.07%
10.96%
Last Bull Market
27.36%
25.56%
Last Bear Market
-15.39%
-15.11%

Annual Total Return (%) History

Year
ICAFX
Category
2024
--
--
2023
28.76%
22.32%
2022
-15.34%
-16.96%
2021
25.26%
26.07%
2020
14.73%
15.83%
2019
24.75%
28.78%
2018
-6.31%
-6.27%
2017
19.94%
20.44%

2016
14.78%
10.37%
2015
-1.26%
-1.07%
2014
12.31%
10.96%
2013
32.70%
31.50%
2012
15.86%
14.96%
2011
-1.55%
-1.27%
2010
11.07%
14.01%
2009
27.50%
28.17%
2008
--
-37.79%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.48% 3.78% 6.73% --
2023 6.40% 8.93% -2.31% 13.73%
2022 -4.65% -15.39% -5.70% 11.28%
2021 7.02% 6.71% 0.59% 9.03%
2020 -19.03% 19.24% 6.73% 11.34%
2019 11.42% 2.20% -0.02% 9.57%
2018 -1.26% 3.41% 4.80% -12.46%
2017 5.73% 2.42% 4.27% 6.22%
2016 3.12% 3.98% 3.83% 3.10%
2015 0.59% 0.32% -7.64% 5.95%

2014 2.32% 5.90% 0.99% 2.63%
2013 9.35% 2.97% 6.68% 10.47%
2012 11.18% -2.40% 5.82% 0.91%
2011 4.39% -0.38% -14.33% 10.52%
2010 3.31% -11.56% 11.81% 8.73%
2009 -8.31% 15.37% 12.99% 6.67%
2008 -18.91% -- -- --

Rank in Category (By Total Return)

YTD 19
1-Month 10
3-Month 25
1-Year 6
3-Year 6
5-Year 17

Load Adjusted Returns

1-Year 39.18%
3-Year 13.30%
5-Year 16.00%
10-Year 12.07%

Performance & Risk

YTD Return 21.51%
5y Average Return 15.45%
Rank in Category (ytd) 19
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family American Funds
Net Assets 152.87B
YTD Return 22.37%
Yield 1.32%
Morningstar Rating
Inception Date Jan 27, 2017

Fund Summary

The fund invests primarily in common stocks, most of which have a history of paying dividends. It may invest up to 15% of its assets, at the time of purchase, outside the United States. Although the fund focuses on investments in medium to larger capitalization companies, the fund's investments are not limited to a particular capitalization size.

Related Tickers