AMCPX – American Funds AMCAP Fund Class A

Change Fund:


Description

Asset Class:

Large Growth

Investment Objective:

The fund’s investment objective is to provide long-term growth of capital through long-term growth investments based on thorough research and attention to risk

Responsible Entity:

Capital Research and Management Company

Fund Manager:

Barry S. Crosthwaite

Base Currency:

USD

Fund Facts

Fund Launch Date:

1st May 1967

Fund size (millions):

$80,780.30

Morning Star Rating:

3 Stars

Morning Star Report:

https://www.morningstar.com/funds/XNAS/AMCPX/quote

Management Fees:

0.69%% p.a

Results

3 month (%)6 month (%)1 year (%)3 years (%)5 years (%)10 years (%)Since inception
Distribution Return
Growth Return6.093.0721.4114.5814.8913.6511.78
Personal Super
Retirement Pension
$100k Invested:$101,789$101,831$121,410$150,427$200,176$359,496$40,894,197
Benchmark^3.944.65-8.37-5.06-3.63-2.99

^S&P 500 TR USD

*The data above is correct as of 31st March 2021

Top 10 Equity Holdings

HoldingSector% Fund
NetflitInformation Tech4.5%
MicrosoftInformation Tech4.3%
AlphabetInformation Tech3.6%
Abbott LaboratoriesInformation Tech3.2%
BroadcomInformation Tech2.8%
HoldingSector% Fund
AmazonInformation Tech2.8%
FacebookInformation Tech2.6%
UnitedHealth GroupHealth Care2.4%
Thermo Fisher ScientificIndustrials2%
ASMLIndustrials1.8%

Sector Breakdown

Sector% Fund
Information Tech23.8%
Health Care2.4%
Industrials3.8%

Resources

Risk Considerations

Risk factors you should consider before investing:

  • This material is not intended to provide investment advice or be considered a personal recommendation.
  • The value of investments and income from them can go down as well as up and you may lose some or all of your initial investment.
  • Past results are not a guide to future results.
  • If the currency in which you invest strengthens against the currency in which the underlying investments of the fund are made, the value of your investment will decrease.
  • The Prospectus and Product Highlights Sheet (PHS) set out risks, which, depending on the fund, may include risks associated with investing in fixed income, derivatives, emerging markets and/or high-yield securities; emerging markets are volatile and may suffer from liquidity problems.