For current information and month-end results, visit. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity,
Share prices and returns will vary, so investors may lose money. Current and future results mayīe lower or higher than those shown. Results are for past periods and are not predictive of results for future periods. If a sales charge (maximum 5.75%) had been deducted, the results would haveīeen lower. Indicated, are for Class A shares at net asset value. For more than 80 years, Capital has invested with a long-term focus based on thoroughįund results shown in this report, unless otherwise The nation’s largest mutual fund families. This fund is one of more than 40 offered by one of companies that have solid long-term growth records and the potential for good future growth. Overall, American Funds AMCAP A ( AMCPX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively similar performance, average downside risk, and lower fees, American Funds AMCAP A ( AMCPX ) looks like a great potential choice for investors right now.AMCAP Fund seeks long-term growth of capital by investing Investors need to be aware that with this product, the minimum initial investment is $250 each subsequent investment needs to be at least $50. Looking at the fund from a cost perspective, AMCPX is actually cheaper than its peers. It has an expense ratio of 0.67% compared to the category average of 1.10%. Thus, taking a closer look at cost-related metrics is vital for investors. Compared to its otherwise identical counterpart, a low-cost product will be an outperformer, all other things being equal. AMCPX has generated a negative alpha over the past five years of -0.71, demonstrating that managers in this portfolio find it difficult to pick securities that generate better-than-benchmark returns.Īs competition heats up in the mutual fund market, costs become increasingly important.
Alpha is an additional metric to take into consideration, since it represents a portfolio's performance on a risk-adjusted basis relative to a benchmark, which in this case, is the S&P 500. This could mean that the fund is a worse choice than comparable funds during a bear market.Įven still, the fund has a 5-year beta of 0.96, so investors should note that it is hypothetically less volatile than the market at large. AMCPX lost 48.62% in the most recent bear market and underperformed its peer group by 0.35%. It's always important to be aware of the downsides to any future investment, so one should not discount the risks that come with this segment. This makes the fund more volatile than its peers over the past half-decade. Over the past 5 years, the standard deviation of the fund is 9.99% compared to the category average of 8.67%. AMCPX's standard deviation over the past three years is 10.04% compared to the category average of 8.9%. The lower the standard deviation, the less volatility the fund experiences. When looking at a fund's performance, it is also important to note the standard deviation of the returns. If you're interested in shorter time frames, do not dismiss looking at the fund's 3-year annualized total return of 15.2%, which places it in the bottom third during this time-frame. This fund carries a 5-year annualized total return of 12.44%, and is in the middle third among its category peers. Of course, investors look for strong performance in funds.
The fund's current manager is a team of investment professionals. Since American Funds AMCAP A made its debut in May of 1967, AMCPX has garnered more than $30.20 billion in assets. firms that are projected to grow at a faster rate than their large-cap peers.Īmerican Funds is based in Los Angeles, CA, and is the manager of AMCPX. Large Cap Growth mutual funds invest in many large U.S. Companies are usually considered to be large-cap if their stock market valuation is more than $10 billion.
#Amcap version 1.10 full#
AMCPX holds a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on nine forecasting factors like size, cost, and past performance.ĪMCPX is classified in the Large Cap Growth segment by Zacks, an area full of possibilities. If you've been stuck searching for Large Cap Growth funds, consider American Funds AMCAP A (AMCPX) as a possibility.
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