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American Funds Invmt Co of Amer 529-F-3 (FAOOX)

56.30
+0.30
+(0.54%)
At close: 8:00:38 PM EDT

Investment Information

Min Initial Investment
250
Min Initial Investment, IRA
0.25
Min Initial Investment, AIP
2.5
Min Subsequent Investment
250
Min Subsequent Investment, IRA
0.25
Min Subsequent Investment, AIP
--

Broker Availability

  • JPMorgan
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • DailyAccess Corporation RTC
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • Waddell & Reed Choice MAP Flex
  • H Beck Inc.
  • Securities America Inc.

Fund Summary

The fund invests primarily in common stocks, most of which have a history of paying dividends. It may invest up to 15% of its assets, at the time of purchase, outside the United States. Although the fund focuses on investments in medium to larger capitalization companies, the fund's investments are not limited to a particular capitalization size.

Fund Overview

Category Large Blend
Fund Family American Funds
Net Assets 156.29B
YTD Return 2.41%
Yield 1.19%
Morningstar Rating
Inception Date Feb 15, 2002

Performance & Risk

YTD Return -2.93%
5y Average Return 0.00%
Rank in Category (ytd) 27
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.91
Morningstar Risk Rating

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