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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: $41.67 on 11/26/2014, Change: +0.18 (0.43%)

 

Graph of American Funds Invmt Co of Amer R6 Fund (RICGX) ManagerFund Manager - James B. Lovelace

Fund Manager Information

Fund Manager Tenure: 22.8 years
Similar Funds: RICAX  RICBX  RICCX  RICEX  RICFX 
Fund Family: American Funds
Fund Category: Large Blend
Fund Performance: Oct 30, 2014
Fundmojo Fund Grade: A (Score: 0.77)     (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 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 Oct 30, 2014

  • American Funds Invmt Co of Amer R6 Fund (RICGX) management has been with American Funds Invmt Co of Amer R6 Fund for 22.8 years
  • American Funds Invmt Co of Amer R6 Fund (RICGX) has good short-term performance (1-year return 18.47% vs 15.34% Large Blend category median performance)
  • American Funds Invmt Co of Amer R6 Fund (RICGX) has good mid-term performance (3-year return 20.16% vs 18.50% Large Blend category median performance)
  • American Funds Invmt Co of Amer R6 Fund (RICGX) has good Long-term performance (5-year return 15.41% vs 15.16% Large Blend category median performance)
  • American Funds Invmt Co of Amer R6 Fund (RICGX) has a Morningstar rating of 4 and above
  • Asset base in American Funds Invmt Co of Amer R6 Fund (RICGX) 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 R6 Fund (RICGX) has an annual stock turnover rate of 24.00% vs Large Blend average of 42.40%. 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 8.62, lower than category average of 9.74
  • American Funds Invmt Co of Amer R6 Fund (RICGX) has a lower expense ratio than its Large Blend average: 0.30% vs 1.09%
  • 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 Oct 30, 2014

  • American Funds Invmt Co of Amer R6 Fund (RICGX) ratio of up-years vs down years can be improved
See American Funds Invmt Co of Amer R6 Fund (RICGX) performance details as of Oct 30, 2014

 

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 R612.4118.4720.1615.41
Bright Rock Quality Large Cap Investor (BQLIX)8.7312.9119.650Compare
Fidelity Spartan Total Market Index F (FFSMX)9.8516.0019.6917.06Compare
American Beacon S&P 500 Idx Instl (AASPX)10.8617.0919.6516.53Compare

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)2.10%8.46%13.90%
PowerShares S&P 500 BuyWrite (PBP)3.72%7.40%8.84%
ProShares Credit Suisse 130/30 (CSM)13.46%19.93%20.82%
Vanguard S&P 500 ETF (VOO)10.85%17.19%19.73%
WisdomTree Earnings 500 (EPS)10.61%17.19%19.49%

 

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
10/2014$75.96B
09/2014$75.41B
08/2014$72.94B
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
09/20143.75%87.4%0.12%8.73%
06/20147.16%86.15%0.11%6.58%
03/20144.87%86.89%0.14%8.03%
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

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%]

Mar 30, 2014
Amgen Inc. [3.6%]
Verizon Communications Inc. Com [3.39%]
Oracle Corporation Common Stock [3.08%]
Gilead Sciences, Inc. [2.96%]
Philip Morris International Inc [2.76%]
General Dynamics Corporation Co [2.35%]
AbbVie Inc. Common Stock [2.1%]
Google Inc. [2.06%]
Altria Group, Inc. [1.98%]
Texas Instruments Incorporated [1.93%]
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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