Nasdaq - Delayed Quote USD

American Funds Invmt Co of Amer R5 (RICFX)

56.73 -0.02 (-0.04%)
As of 8:05 AM EDT. Market Open.

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

  • Schwab Institutional
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 11.01.2023
  • RBC Wealth Management-Advisory Eligible
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ADP Access
  • ADP Access Open Fund Architecture
  • RBC Wealth Management-Wrap Eligible
  • Securities America Inc.
  • LPL SWM - 01.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - February 2024

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 140.19B
YTD Return 10.86%
Yield 1.48%
Morningstar Rating
Inception Date Jan 27, 2017

Performance & Risk

YTD Return 13.83%
5y Average Return 14.83%
Rank in Category (ytd) 43
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.91
Morningstar Risk Rating

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