Nasdaq - Delayed Quote USD

American Funds Invmt Co of Amer R5 (RICFX)

62.27 +0.28 (+0.45%)
At close: November 22 at 8:01 PM EST

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 32.77%
Worst 1Y Total Return --
Number of Years Up 16
Number of Years Down 5

Performance & Risk

YTD Return 25.35%
5y Average Return 15.50%
Rank in Category (ytd) 17
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
RICFXCategory AverageRICFXCategory AverageRICFXCategory Average
Alpha 2 -0.01 1.11 -0.01 -0.3 -0.01
BETA 0.92 0.01 0.92 0.01 0.92 0.01
Mean Annual Return 0.97 0.01 1.33 0.01 1.02 0.01
R-squared 96.72 0.94 97.56 0.95 96.29 0.95
Standard Deviation 16.17 0.17 16.8 0.19 14.3 0.15
Sharpe Ratio 0.48 0 0.8 0.01 0.73 0.01
Treynor Ratio 7.49 0.03 14.17 0.1 10.86 0.1

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