| 25.13 Net Asset Value | +0.64% 1 Day | +15.86% Year-to-Date | Overall Morningstar Rating |
| Large growth Style or Category | 5.75 Sales Expenses | 0.74% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +4.74% | 3 years | +14.91% | |
| 3 months | +7.68% | 5 years | +7.15% | |
| 1 year | +22.20% | Since inception | +11.35% |
| AMCPX | Category | |
|---|---|---|
| Performance 5-yr return | +7.15% | +5.42% |
| Expense ratio | 0.74% | 1.28% |
| Risk 5 year sharpe ratio | 0.42 | 0.31 |
| Net assets | $28.8B | $2.0B |
| Average market cap | $26.4B | $44.2B |
| Average P/E | 19.1 | 19.6 |
| Portfolio turnover | 27% | 27% |
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 / 17 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 | 4.63% |
| MSFT Microsoft Corporation | 2.29% |
| BIIB Biogen Idec Inc | 2.12% |
| FTI FMC Technologies, Inc. | 2.02% |
| SLB Schlumberger NV | 1.91% |
| EOG EOG Resources | 1.90% |
| DTV Directv | 1.83% |
| ORCL Oracle Corporation | 1.82% |
| NFLX Netflix, Inc. | 1.68% |
| CMCSA Comcast Corp Class A | 1.51% |
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