Fund Mojo Newsletter
Featured Advisor: |
Historical Analysis
Partners
Fund Mojo help you discover the best fund managers, funds, and related information
Fund Intelligence | Best Managers | RICGX Insights | RICGX Score | RICGX Performance | RICGX News | RICGX Allocation | RICGX Holdings Change
Fund Intelligence | Best Managers | RICGX Insights | RICGX Score | RICGX Performance | RICGX News | RICGX Allocation | RICGX Holdings Change
American Funds Invmt Co of America R6 (RICGX) Fund Ranking and Research
Ranking, Research and Recommendation of American Funds Invmt Co of America R6 (RICGX) Fund
-
Last Trade: $34.80 on 5/24/2013, Change: -0.06 (-0.17%)
Fund Manager - James Lovelace
Fund Manager Information
Fund Manager Tenure: 21.2 yearsSimilar Funds: RICAX RICBX RICCX RICEX RICFX
Fund Family: American Funds
Fund Category: Large Blend
Fund Performance: Feb 27, 2013
Fundmojo Fund Grade: C (Score: 0.53) (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 Lovelace
American Funds Invmt Co of America R6 Fund (RICGX) Profile
Fund Profile and Description
American Funds Invmt Co of America R6 Fund seeks long-term growth of capital and income. American Funds Invmt Co of America 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 America R6 Fund may also hold cash or money market instruments. There is no guarantee that the fund's investment objective will be met.
What we like about American Funds Invmt Co of America R6 (RICGX) Fund
Data for American Funds Invmt Co of America R6 Fund (RICGX) as of Feb 27, 2013
- American Funds Invmt Co of America R6 Fund (RICGX) management has been with American Funds Invmt Co of America R6 Fund for 21.2 years
- American Funds Invmt Co of America R6 Fund (RICGX) has good Long-term performance (5-year return 3.86% vs 3.58% Large Blend category median performance)
- American Funds Invmt Co of America R6 Fund (RICGX) has an annual stock turnover rate of 21.00% vs Large Blend average of 53.01%. It is good that American Funds Invmt Co of America R6 management does not trade extensively for its return.
- American Funds Invmt Co of America R6 Fund (RICGX) is less volatile than its peers as it has a 3-year Standard Deviation of 15.02, lower than category average of 16.03
- American Funds Invmt Co of America R6 Fund (RICGX) has a lower expense ratio than its Large Blend average: 0.30% vs 1.12%
- American Funds Invmt Co of America R6 Fund (RICGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses
What we are cautious about American Funds Invmt Co of America R6 (RICGX) Fund
Data for American Funds Invmt Co of America R6 Fund (RICGX) as of Feb 27, 2013
- American Funds Invmt Co of America R6 Fund (RICGX) has a less-than-ideal short-term performance (1-year return 12.33% vs 12.45% Large Blend category median performance)
- American Funds Invmt Co of America R6 Fund (RICGX) has a less-than-ideal mid-term performance (3-year return 10.86% vs 11.84% Large Blend category median performance)
- American Funds Invmt Co of America R6 Fund (RICGX) ratio of up-years vs down years can be improved
- American Funds Invmt Co of America R6 Fund (RICGX) has a Morningstar rating of 3 and below
- American Funds Invmt Co of America R6 Fund (RICGX) is less safe compared to its Large Blend peers
Compare with other top Large Blend category mutual funds
Aadditional top Large Blend mutual funds for your consideration
| Fund | Year to Date | 1 Year | 3 year | 5 year | |
| American Funds Invmt Co of America R6 | 5.41 | 12.33 | 10.86 | 3.86 | |
| Beck Mack & Oliver Partners (BMPEX) | 5.53 | 15.96 | 16.77 | 4.22 | Compare |
| GMO US Equity Allocation III (GUSAX) | 7.04 | 13.02 | 13.33 | 6.45 | Compare |
| AMF Large Cap Equity AMF (IICAX) | 8.03 | 14.08 | 12.02 | 6.00 | Compare |
See top fund managers for Large Blend Category Funds
Compare with Large Blend category ETFs
Some Large Blend ETFs for your consideration
| ETF | Year to Date | One Year | Three Year | Direxion Lg Cap Insider Sentiment Shares (INSD) | 9.44% | 9.44% | 0 | iShares MSCI USA ESG Select Index (KLD) | 7.94% | 8.69% | 11.43% | Focus Morningstar US Market Ind (FMU) | 10.86% | 8.05% | 0 | First Trust Mega Cap Alphadex F (FMK) | 6.50% | 4.53% | 0 | Market 2000 HOLDRs (MKH) | -2.11% | 3.53% | 7.34% |
|---|
American Funds Invmt Co of America R6 (RICGX) Fund Net Asset
Track net asset change of American Funds Invmt Co of America R6 fund (RICGX)
| Date | Net Asset |
| 02/2013 | $59.53B |
| 01/2013 | $57.19B |
| 12/2012 | $57.19B |
American Funds Invmt Co of America R6 (RICGX) Fund Portfolio Allocation
Track portfolio allocation change of American Funds Invmt Co of America R6 fund (RICGX)
| Date | Cash | Stock | Bond | Other |
| 12/2012 | 7.69% | 89.03% | 1.09% | 1.37% |
| 09/2012 | 8.21% | 87.82% | 1.46% | 1.82% |
| 06/2012 | 6.61% | 90.24% | 1.35% | 1.18% |
Top 10 Holdings in American Funds Invmt Co of America R6 (RICGX) Fund
Discover what American Funds Invmt Co of America R6 Fund (RICGX) manager is buying
Microsoft Corporation [2.77%] Amgen Inc. [2.57%] Dow Chemical Company (The) Comm [2.52%] Abbott Laboratories Common Stoc [2.41%] Gilead Sciences, Inc. [2.31%] Home Depot, Inc. (The) Common S [2.26%] AT&T Inc. [2.12%] Oracle Corporation [2.07%] Schlumberger N.V. Common Stock [1.95%] | AT&T Inc. [2.88%] Microsoft Corporation [2.78%] Home Depot, Inc. (The) Common S [2.57%] Abbott Laboratories Common Stoc [2.5%] Amgen Inc. [2.27%] Dow Chemical Company (The) Comm [2.19%] Schlumberger N.V. Common Stock [2.01%] Chevron Corporation Common Stoc [1.96%] Altria Group, Inc. [1.9%] | AT&T Inc. [3.22%] Microsoft Corporation [2.95%] Home Depot, Inc. (The) Common S [2.5%] Dow Chemical Company (The) Comm [2.45%] Apple Inc. [2.31%] Abbott Laboratories Common Stoc [2.21%] Amgen Inc. [1.91%] Altria Group, Inc. [1.91%] Royal Dutch Shell PLC ADR Class A [1.9%] |
Latest News on American Funds Invmt Co of America R6 (RICGX) Fund
See what is happening with American Funds Invmt Co of America R6 Fund (RICGX)
See more information on American Funds Invmt Co of America R6 (RICGX) Fund
Popular pages on American Funds Invmt Co of America R6 (RICGX) Fund
- American Funds Invmt Co of America R6 (RICGX) Fund Research and Recommendation
- American Funds Invmt Co of America R6 (RICGX) Fund Performance Data
- American Funds Invmt Co of America R6 (RICGX) Fund Manager Information
- Historic American Funds Invmt Co of America R6 (RICGX) Fund Asset Allocation Report
- Historic American Funds Invmt Co of America R6 (RICGX) Fund Top 10 Holding Tracking
- Historic American Funds Invmt Co of America R6 (RICGX) Fund Asset Under Management Tracking
Mutual Funds | Advisors | Top 100 | ETF | Advertise | About | Privacy | Disclaimer | © Copyright FundMojo.com
Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.
