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American Funds Invmt Co of Amer R6 (RICGX) Fund Ranking and Research

Ranking, Research and Recommendation of American Funds Invmt Co of Amer R6 (RICGX) Fund

    Last Trade: $37.50 on 4/17/2015, Change: -0.39 (-1.03%)

 

Graph of American Funds Invmt Co of Amer R6 Fund (RICGX) ManagerFund Manager - Donald D. ONeal

Fund Manager Information

Fund Manager Tenure: 23.1 years
Similar Funds: RICAX  RICBX  RICCX  RICEX  RICFX 
Fund Family: American Funds
Fund Category: Large Blend
Fund Performance: Feb 27, 2015
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)

 

Graph of American Funds Invmt Co of Amer R6 Fund (RICGX) ProfileAmerican Funds Invmt Co of Amer R6 Fund (RICGX) Profile

Fund Profile and Description

American Funds Invmt Co of Amer R6 Fund seeks long-term growth of capital and income. American Funds Invmt Co of Amer R6 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 R6 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 R6 (RICGX) Fund Strength What we like about American Funds Invmt Co of Amer R6 (RICGX) Fund

Data for American Funds Invmt Co of Amer R6 Fund (RICGX) as of Feb 27, 2015

  • American Funds Invmt Co of Amer R6 Fund (RICGX) management has been with American Funds Invmt Co of Amer R6 Fund for 23.1 years
  • American Funds Invmt Co of Amer R6 Fund (RICGX) has good short-term performance (1-year return 13.65% vs 13.55% Large Blend category median performance)
  • American Funds Invmt Co of Amer R6 Fund (RICGX) has good mid-term performance (3-year return 17.84% vs 16.78% Large Blend category median performance)
  • American Funds Invmt Co of Amer R6 Fund (RICGX) ratio of up-years vs down years is greater than 2
  • American Funds Invmt Co of Amer R6 Fund (RICGX) has an annual stock turnover rate of 29.00% vs Large Blend average of 46.62%. It is good that American Funds Invmt Co of Amer R6 management does not trade extensively for its return.
  • American Funds Invmt Co of Amer R6 Fund (RICGX) is less volatile than its peers as it has a 3-year Standard Deviation of 8.9, lower than category average of 9.81
  • American Funds Invmt Co of Amer R6 Fund (RICGX) has a lower expense ratio than its Large Blend average: 0.30% vs 1.08%
  • American Funds Invmt Co of Amer R6 Fund (RICGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

American Funds Invmt Co of Amer R6 Fund (RICGX) Weakness What we are cautious about American Funds Invmt Co of Amer R6 (RICGX) Fund

Data for American Funds Invmt Co of Amer R6 Fund (RICGX) as of Feb 27, 2015

  • American Funds Invmt Co of Amer R6 Fund (RICGX) has a less-than-ideal Long-term performance (5-year return 14.69% vs 14.76% Large Blend category median performance)
  • American Funds Invmt Co of Amer R6 Fund (RICGX) has a Morningstar rating of 3 and below
See American Funds Invmt Co of Amer R6 Fund (RICGX) performance details as of Feb 27, 2015

 

What do you think?

 

Compare American Funds Invmt Co of Amer R6 Fund (RICGX)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 R62.8313.6517.8414.69
Fidelity Spartan Total Market Index F (FFSMX)2.8614.0117.9316.36Compare
Hennessy Cornerstone Large Growth Instl (HILGX)3.4218.3617.7017.02Compare
Voya Russell Large Cap Index S2 (IRLUX)2.2514.7716.9414.96Compare

See top fund managers for Large Blend Category Funds

 

Compare American Funds Invmt Co of Amer R6 Fund (RICGX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Value Line Equity Allc Index (FVI)2.76%4.49%12.85%
PowerShares S&P 500 BuyWrite (PBP)1.06%3.93%6.42%
iShares MSCI USA Min Volatility (USMV)-0.49%19.38%16.57%
iShares Morningstar Large Core Index (JKD)0.77%17.39%19.52%
ProShares Credit Suisse 130/30 (CSM)1.75%17.36%19.58%

 

Graph of American Funds Invmt Co of Amer R6 Fund (RICGX) Net Asset TrackingAmerican Funds Invmt Co of Amer R6 (RICGX) Fund Net Asset

Track net asset change of American Funds Invmt Co of Amer R6 fund (RICGX)

DateNet Asset
02/2015$77.57B
01/2015$74.09B
12/2014$75.36B
More historic net asset information on American Funds Invmt Co of Amer R6 Fund (RICGX)

  

Graph of American Funds Invmt Co of Amer R6 Fund (RICGX) Portfolio TrackingAmerican Funds Invmt Co of Amer R6 (RICGX) Fund Portfolio Allocation

Track portfolio allocation change of American Funds Invmt Co of Amer R6 fund (RICGX)

DateCashStockBondOther
12/20145.83%91.99%0.03%2.15%
09/20143.75%87.4%0.12%8.73%
06/20147.16%86.15%0.11%6.58%
Click here to see more historic asset allocation information on American Funds Invmt Co of Amer R6 Fund (RICGX)

 

graph of American Funds Invmt Co of Amer R6 Fund (RICGX) Top 10 Position TrackingTop 10 Holdings in American Funds Invmt Co of Amer R6 (RICGX) Fund

Discover what American Funds Invmt Co of Amer R6 Fund (RICGX) manager is buying

Dec 30, 2014
Amgen Inc. [5.11%]
Gilead Sciences, Inc. [3.61%]
Verizon Communications Inc. Com [3.2%]
Philip Morris International Inc [2.84%]
Altria Group, Inc. [2.62%]
Oracle Corporation Common Stock [2.6%]
AbbVie Inc. Common Stock [2.42%]
GENERAL DYNAMICS CORPORATION [2.15%]
Apple Inc. [2.06%]
Texas Instruments Incorporated [2.06%]

Sep 29, 2014
Gilead Sciences, Inc. [4.58%]
Amgen Inc. [4.5%]
Verizon Communications Inc. Com [3.44%]
Philip Morris International Inc [2.96%]
Apple Inc. [2.68%]
General Dynamics Corporation Co [2.56%]
Altria Group, Inc. [2.35%]
AbbVie Inc. Common Stock [2.28%]
Oracle Corporation Common Stock [2.25%]
Texas Instruments Incorporated [1.88%]

Jun 29, 2014
Amgen Inc. [3.97%]
Gilead Sciences, Inc. [3.95%]
Verizon Communications Inc. Com [3.5%]
Philip Morris International Inc [3.08%]
Oracle Corporation Common Stock [3.07%]
General Dynamics Corporation Co [2.52%]
Apple Inc. [2.33%]
AbbVie Inc. Common Stock [2.33%]
Altria Group, Inc. [2.23%]
Texas Instruments Incorporated [1.97%]
Click here for Stock Holding Change Map in American Funds Invmt Co of Amer R6 Fund (RICGX)

  

Latest News on American Funds Invmt Co of Amer R6 (RICGX) Fund

See what is happening with American Funds Invmt Co of Amer R6 Fund (RICGX)

 

American Funds Invmt Co of Amer R6 Fund (RICGX) Related ResourcesSee more information on American Funds Invmt Co of Amer R6 (RICGX) Fund

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