| 23.84 Net Asset Value | +0.51% 1 Day | +9.91% Year-to-Date | Overall Morningstar Rating |
| Large growth Style or Category | 5.75 Sales Expenses | 0.73% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +0.85% | 3 years | +10.51% | |
| 3 months | +7.39% | 5 years | +6.66% | |
| 1 year | +14.88% | Since inception | +11.33% |
| AMCPX | Category | |
|---|---|---|
| Performance 5-yr return | +6.66% | +5.42% |
| Expense ratio | 0.73% | 1.28% |
| Risk 5 year sharpe ratio | 0.44 | 0.35 |
| Net assets | $27.5B | $2.0B |
| Average market cap | $23.8B | $42.3B |
| Average P/E | 17.3 | 18.9 |
| Portfolio turnover | 31% | 31% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | American Funds |
| Fund manager & tenure | Claudia Huntington / 16 Years |
| Minimal initial investment | $250.00 |
| Minimum IRA investment | $250.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Healthcare | 14.52% |
| Consumer service | 11.96% |
| Financial service | 11.75% |
| Business service | 10.17% |
| Telecommunication | 9.49% |
| GILD Gilead Sciences Inc | 3.92% |
| MSFT Microsoft Corporation | 2.25% |
| ORCL Oracle Corporation | 2.00% |
| EOG EOG Resources | 2.00% |
| BIIB Biogen Idec Inc | 1.98% |
| DTV Directv | 1.84% |
| SLB Schlumberger NV | 1.83% |
| FTI FMC Technologies, Inc. | 1.78% |
| CMCSA Comcast Corp Class A | 1.59% |
| AMGN Amgen Inc | 1.53% |
.
