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Nasdaq - Delayed Quote USD
American Funds Invmt Co of Amer 529-F-3 (FAOOX)
56.30
+0.30
+(0.54%)
At close: 8:00:38 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 28.81% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FAOOX | Category Average | FAOOX | Category Average | FAOOX | Category Average | |
| Alpha | 2.51 | -0.01 | 1.3 | -0.01 | -0.18 | -0.01 |
| BETA | 0.91 | 0.01 | 0.91 | 0.01 | 0.92 | 0.01 |
| Mean Annual Return | 1.25 | 0.01 | 1.44 | 0.01 | 1.03 | 0.01 |
| R-squared | 96.08 | 0.94 | 97.12 | 0.95 | 96.14 | 0.95 |
| Standard Deviation | 15.81 | 0.17 | 16.43 | 0.19 | 14.33 | 0.15 |
| Sharpe Ratio | 0.68 | 0 | 0.89 | 0.01 | 0.73 | 0.01 |
| Treynor Ratio | 11.18 | 0.03 | 15.8 | 0.1 | 10.83 | 0.1 |
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