Mutual Funds - Profile

American Funds AMCAP Fund

US > Large-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in any-size companies in the United States.

The investment process uses fundamental analysis to identify companies exhibiting strong growth characteristics and the potential for attractive future growth.

The research team with the help of quantitative techniques looks for companies that are trading at attractive valuation to the past, to their peers or overall market.

The multi-manager fund may also have small exposures to foreign securities. 

More

Price

  • Last Close
  • $45
    +0.14
  • 52 Week HL
  • $45.09 - $32.68
  • Net Assets
  • $88144.2 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Dec 31, 2020

Top 10 Holdings
Feb 15, 2021

Company Holding
Netflix Inc 4.5
Microsoft Corporation 4.3
Alphabet Inc 3.6
Abbott Laboratories 3.2
Broadcom Inc 2.8
Company Holding
Amazon Com 2.8
Facebook Inc 2.6
UnitedHealth Group 2.4
Thermo Fisher 2.0
ASML Holding 1.8
Total 30%

Manager

  • Name
  • Barry S. Crosthwaite
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
15.7 % YTD

  • 3 Year
  • 57.99%
  • 5 Year
  • 96.31%
  • Best
  • 39.42%
    2009
  • Worst
  • -37.59%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
CAFFX 16%37%35%-3%28%5%4%11%31%13%1%
S&P 500 18%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 4.8% -17.3% 12.7% 3.4% 6% 0.5% 2.4% 3% 10.4% 12.9% -
Q2 4.2% 21.1% 1.3% 7.4% 3% 1.6% 1.9% 5.7% 3.8% -4.5% -
Q3 6% 6.2% -2.9% 5.8% 5.7% 5% -8.4% -0.3% 8.7% 4.8% -
Q4 - 9.3% 6.3% -14.7% 5.7% 1.8% 5.4% 3.8% 9.9% 1.3% -

Returns +
M

J F M A M J J A S O N D
2021 -0.5% 3.2% 2% 5% 0.2% -0.9% 2% 3.2% 0.7% - - -
2020 -0.5% -5.7% -11.8% 13.5% 4.8% 1.8% 4.6% 4.8% -3.1% -2.3% 10% 1.8%

Annual Return

Index Comparison

Alpha

NAV