Nasdaq - Delayed Quote USD

American Funds AMCAP R4 (RAFEX)

45.26 +0.28 (+0.62%)
As of 8:05 AM EST. Market Open.
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DELL
  • Previous Close 44.98
  • YTD Return 17.00%
  • Expense Ratio 0.68%
  • Category Large Growth
  • Last Cap Gain 46.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 87.72B
  • Beta (5Y Monthly) 1.06
  • Yield 0.27%
  • 5y Average Return --
  • Holdings Turnover 27.00%
  • Last Dividend 0.21
  • Inception Date Oct 30, 2020

The fund invests primarily in common stocks of U.S. companies that have solid long-term growth records and the potential for good future growth. The basic investment philosophy of the investment adviser is to seek to invest in attractively valued companies that, in its opinion, represent good, long-term investment opportunities.

American Funds

Fund Family

Large Growth

Fund Category

87.72B

Net Assets

2020-10-30

Inception Date

Performance Overview: RAFEX

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Trailing returns as of 11/6/2024. Category is Large Growth.

YTD Return

RAFEX
17.00%
Category
12.38%
?

1-Year Return

RAFEX
37.76%
Category
41.70%
?

3-Year Return

RAFEX
2.96%
Category
22.56%
?

5-Year Return

RAFEX
12.15%
Category
21.98%
?

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Holdings: RAFEX

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Top 10 Holdings (33.68% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 6.35%
AVGO
Broadcom Inc. 4.04%
AMZN
Amazon.com, Inc. 3.58%
META
Meta Platforms, Inc. 3.41%
AAPL
Apple Inc. 3.11%
TDG
TransDigm Group Incorporated 3.10%
GOOGL
Alphabet Inc. 2.91%
LLY
Eli Lilly and Company 2.64%
CRM
Salesforce, Inc. 2.45%
MA
Mastercard Incorporated 2.10%

Sector Weightings

Recent News: RAFEX

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Research Reports: RAFEX

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