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American Funds - The Investment Company Of America Class R-3 Shares: (MF: RICCX)

(NASDAQ Mutual Funds) As of Aug 6, 2024 08:00 PM ET

$55.31 USD

+0.59 (1.08%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2024

Total Return %* Percentile Rank Objective
YTD 14.35 17
3 months 3.64 15
6 months 14.35 17
1 Year 26.69 6
3 Year 10.48 7
5 Year 13.79 19
10 Year 10.76 22

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 101.53
Bear Market (10/07 - 2/09) -47.40
Bull Market (2/09 - 3/21) 638.28

Load Adjusted Returns as of Jun 30, 2024

1 Year 26.69
5 Year 13.78
10 Year 10.76
Since Inception 8.66

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 10.33 3.64 NA NA
2023 6.24 8.77 -2.45 13.57
2022 -4.78 -15.52 -5.82 11.15
2021 6.86 6.56 0.45 8.88
2020 -19.15 19.09 6.58 11.20
2019 11.26 2.10 -0.16 9.02

Annual Return

20242023202220212020201920182017201620152014
% Total Return 14.3528.04-15.7924.5514.1123.65-7.1419.2714.16-1.7911.68
% Total Return Rel to Index -0.941.792.41-4.12-4.28-7.83-2.75-2.512.23-3.18-1.96
% Total Return Rel to Peer 5.5212.75-5.000.215.91-1.980.411.862.841.422.78
% Perf Quintile vs Peer* 0.001.004.003.002.004.003.002.002.003.002.00
% Dividends 0.210.570.460.440.490.480.460.530.550.480.58
% Yield 0.361.021.020.771.041.111.181.181.401.271.36
Capital Gains ($) 0.231.771.902.970.111.813.202.261.302.513.34
Expense Ratio 0.000.910.920.910.920.930.940.950.950.950.96

* 1 = Top 20%, 5 = Bottom 20%