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American Funds Invmt Co of Amer B (AICBX) Fund Ranking and Research

Ranking, Research and Recommendation of American Funds Invmt Co of Amer B (AICBX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of American Funds Invmt Co of Amer B Fund (AICBX) ManagerFund Manager - James B. Lovelace

Fund Manager Information

Fund Manager Tenure: 26.7 years
Similar Funds: AICCX  AICFX 
Fund Family: American Funds
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)
Lovelace is a senior vice president and portfolio manager with Capital Research Global Investors.Lovelace holds the Chartered Financial Analyst designation.  Get more insights on James B. Lovelace

 

Graph of American Funds Invmt Co of Amer B Fund (AICBX) ProfileAmerican Funds Invmt Co of Amer B Fund (AICBX) Profile

Fund Profile and Description

American Funds Invmt Co of Amer B Fund seeks long-term growth of capital and income. American Funds Invmt Co of Amer B Fund invests primarily in common stocks. It may invest up to 15% of assets, at the time of purchase, in securities of issuers domiciled outside the United States and not included in Standard & Poor's 500 Composite Index. American Funds Invmt Co of Amer B Fund may also hold cash or money market instruments. There is no guarantee that the fund's investment objective will be met.

 

American Funds Invmt Co of Amer B (AICBX) Fund Strength What we like about American Funds Invmt Co of Amer B (AICBX) Fund

Data for American Funds Invmt Co of Amer B Fund (AICBX) as of May 30, 2016

  • American Funds Invmt Co of Amer B Fund (AICBX) management has been with American Funds Invmt Co of Amer B Fund for 26.7 years
  • American Funds Invmt Co of Amer B Fund (AICBX) has good short-term performance (1-year return 0.29% vs -1.15% Large Blend category median performance)
  • American Funds Invmt Co of Amer B Fund (AICBX) has good mid-term performance (3-year return 9.91% vs 9.43% Large Blend category median performance)
  • American Funds Invmt Co of Amer B Fund (AICBX) ratio of up-years vs down years is greater than 2
  • Asset base in American Funds Invmt Co of Amer B Fund (AICBX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Funds Invmt Co of Amer B Fund (AICBX) has an annual stock turnover rate of 30.00% vs Large Blend average of 53.12%. It is good that American Funds Invmt Co of Amer B management does not trade extensively for its return.
  • American Funds Invmt Co of Amer B Fund (AICBX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.26, lower than category average of 11.67

American Funds Invmt Co of Amer B Fund (AICBX) Weakness What we are cautious about American Funds Invmt Co of Amer B (AICBX) Fund

Data for American Funds Invmt Co of Amer B Fund (AICBX) as of May 30, 2016

  • American Funds Invmt Co of Amer B Fund (AICBX) has a less-than-ideal Long-term performance (5-year return 9.92% vs 10.15% Large Blend category median performance)
  • American Funds Invmt Co of Amer B Fund (AICBX) has a Morningstar rating of 3 and below
  • American Funds Invmt Co of Amer B Fund (AICBX) has a higher expense ratio of 1.34% than its Large Blend average of 1.02%
  • American Funds Invmt Co of Amer B Fund (AICBX) carries a 5% load
See American Funds Invmt Co of Amer B Fund (AICBX) performance details as of May 30, 2016

 

What do you think?

 

Compare American Funds Invmt Co of Amer B Fund (AICBX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Funds Invmt Co of Amer B5.630.299.919.92
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare American Funds Invmt Co of Amer B Fund (AICBX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of American Funds Invmt Co of Amer B Fund (AICBX) Net Asset TrackingAmerican Funds Invmt Co of Amer B (AICBX) Fund Net Asset

Track net asset change of American Funds Invmt Co of Amer B fund (AICBX)

DateNet Asset
05/2016$75.48B
03/2016$73.54B
02/2016$69.01B
More historic net asset information on American Funds Invmt Co of Amer B Fund (AICBX)

  

Graph of American Funds Invmt Co of Amer B Fund (AICBX) Portfolio TrackingAmerican Funds Invmt Co of Amer B (AICBX) Fund Portfolio Allocation

Track portfolio allocation change of American Funds Invmt Co of Amer B fund (AICBX)

DateCashStockBondOther
03/20167.64%91.85%0.14%0.17%
12/20153.25%94.8%0%1.95%
09/20153.33%93.9%0%2.77%
Click here to see more historic asset allocation information on American Funds Invmt Co of Amer B Fund (AICBX)

 

graph of American Funds Invmt Co of Amer B Fund (AICBX) Top 10 Position TrackingTop 10 Holdings in American Funds Invmt Co of Amer B (AICBX) Fund

Discover what American Funds Invmt Co of Amer B Fund (AICBX) manager is buying

Mar 30, 2016
Amgen Inc. [4.82%]
Verizon Communications Inc. Com [3.97%]
Philip Morris International Inc [2.93%]
Oracle Corporation Common Stock [2.5%]
Texas Instruments Incorporated [2.18%]
Altria Group, Inc. [1.89%]
Union Pacific Corporation Commo [1.88%]
General Dynamics Corporation Co [1.85%]
AbbVie Inc. Common Stock [1.85%]
Amazon.com, Inc. [1.79%]

Dec 30, 2015
Amgen Inc. [5.46%]
Verizon Communications Inc. Com [3.66%]
Philip Morris International Inc [2.61%]
Oracle Corporation Common Stock [2.28%]
Texas Instruments Incorporated [2.2%]
Altria Group, Inc. [1.99%]
General Dynamics Corporation Co [1.98%]
AbbVie Inc. Common Stock [1.96%]
Alphabet Inc. [1.94%]
Accenture plc. Class A Ordinary [1.83%]

Sep 29, 2015
Amgen Inc. [4.8%]
Verizon Communications Inc. Com [3.59%]
Oracle Corporation Common Stock [2.35%]
Philip Morris International Inc [2.33%]
Gilead Sciences, Inc. [2.3%]
Texas Instruments Incorporated [2.19%]
Altria Group, Inc. [2.1%]
General Dynamics Corporation Co [2.07%]
Alphabet Inc. [1.91%]
AbbVie Inc. Common Stock [1.82%]
Click here for Stock Holding Change Map in American Funds Invmt Co of Amer B Fund (AICBX)

  

Latest News on American Funds Invmt Co of Amer B (AICBX) Fund

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American Funds Invmt Co of Amer B Fund (AICBX) Related ResourcesSee more information on American Funds Invmt Co of Amer B (AICBX) Fund

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