Nasdaq - Delayed Quote USD

American Funds AMCAP 529A (CAFAX)

41.38 0.00 (0.00%)
At close: May 17 at 8:00 PM EDT
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DELL
  • Previous Close 41.38
  • YTD Return 5.25%
  • Expense Ratio 0.34%
  • Category Large Growth
  • Last Cap Gain 46.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 82.57B
  • Beta (5Y Monthly) 1.06
  • Yield 0.49%
  • 5y Average Return --
  • Holdings Turnover 27.00%
  • Last Dividend 0.20
  • Inception Date Jan 27, 2017

The fund invests primarily in common stocks of U.S. companies that have solid long-term growth records and the potential for good future growth. The basic investment philosophy of the investment adviser is to seek to invest in attractively valued companies that, in its opinion, represent good, long-term investment opportunities.

American Funds

Fund Family

Large Growth

Fund Category

82.57B

Net Assets

2017-01-27

Inception Date

Performance Overview: CAFAX

Trailing returns as of 5/17/2024. Category is Large Growth.

YTD Return

CAFAX
5.25%
Category
12.38%
 

1-Year Return

CAFAX
24.00%
Category
41.70%
 

3-Year Return

CAFAX
3.31%
Category
22.56%
 

5-Year Return

CAFAX
9.81%
Category
21.98%
 

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Holdings: CAFAX

Top 10 Holdings (29.34% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 6.60%
AVGO
Broadcom Inc. 4.02%
AMZN
Amazon.com, Inc. 3.25%
META
Meta Platforms, Inc. 3.05%
TDG
TransDigm Group Incorporated 2.67%
GOOGL
Alphabet Inc. 2.12%
MA
Mastercard Incorporated 2.06%
CRM
Salesforce, Inc. 1.96%
LLY
Eli Lilly and Company 1.84%
ABT
Abbott Laboratories 1.77%

Sector Weightings

SectorCAFAX
Technology   28.78%
Healthcare   15.65%
Industrials   15.28%
Energy   0.69%
Real Estate   0.60%
Utilities   0.00%

Recent News: CAFAX

Research Reports: CAFAX

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