Nasdaq - Delayed Quote USD

American Funds Invmt Co of Amer R6 (RICGX)

54.46 +0.62 (+1.15%)
At close: 6:45 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 7.27%
5y Average Return 12.92%
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return (Apr 25, 2024) 32.84%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 32.84%
Worst 3Y Total Return 6.87%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RICGX
Category
YTD
10.52%
14.84%
1-Month
3.53%
1.65%
3-Month
10.52%
7.55%
1-Year
33.85%
40.47%
3-Year
12.24%
16.77%
5-Year
14.27%
16.15%
10-Year
11.80%
13.21%
Last Bull Market
36.76%
24.09%
Last Bear Market
-15.39%
-17.61%

Annual Total Return (%) History

Year
RICGX
Category
2024
--
--
2023
28.88%
--
2022
-15.26%
--
2021
25.40%
--
2020
14.85%
15.83%
2019
24.92%
28.78%
2018
-6.25%
-6.27%
2017
20.06%
20.44%

2016
14.93%
10.37%
2015
-1.15%
-1.07%
2014
12.41%
10.96%
2013
32.84%
31.50%
2012
15.98%
14.96%
2011
-1.45%
-1.27%
2010
11.16%
14.01%
2009
--
28.17%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.52% -- -- --
2023 6.42% 8.95% -2.29% 13.76%
2022 -4.64% -15.39% -5.65% 11.31%
2021 7.05% 6.74% 0.62% 9.08%
2020 -19.02% 19.31% 6.75% 11.36%
2019 11.45% 2.26% 0.01% 9.60%
2018 -1.24% 3.44% 4.82% -12.45%
2017 5.76% 2.46% 4.29% 6.25%
2016 3.14% 4.01% 3.85% 3.16%
2015 0.65% 0.34% -7.64% 5.97%

2014 2.37% 5.90% 1.04% 2.63%
2013 9.38% 3.03% 6.68% 10.50%
2012 11.21% -2.38% 5.85% 0.93%
2011 4.41% -0.35% -14.31% 10.54%
2010 3.33% -11.54% 11.83% 8.75%
2009 13.02% 6.69% -- --

Rank in Category (By Total Return)

YTD 40
1-Month 36
3-Month 40
1-Year 10
3-Year 12
5-Year 46

Load Adjusted Returns

1-Year 33.85%
3-Year 12.24%
5-Year 14.27%
10-Year 11.80%

Performance & Risk

YTD Return 7.27%
5y Average Return 12.92%
Rank in Category (ytd) 40
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.91
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family American Funds
Net Assets 137.83B
YTD Return 10.52%
Yield 1.53%
Morningstar Rating
Inception Date Sep 16, 2002

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.

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