American Funds Invmt Co of Amer A
(AIVSX)
US Markets Closed
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39.58
+0.25
+0.64%
:

Previous Close

39.33

Net Assets

57.81B

Yield

1.54%

Front load

5.75

Expenses

0.61%

Category

Large Blend

Morningstar Risk

Below Average

Morningstar Rating ★★★
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Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • AIVSX

  • Category

    • 2013

    • 32.43%

    • -

    • 2012

    • 15.60%

    • -

    • 2011

    • -1.76%

    • -

    • 2010

    • 10.86%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 9.26%

      • 11.08%

      • 4.30%

      • Q2

      • 2.95%

      • -2.42%

      • -0.39%

      • Q3

      • 6.63%

      • 5.76%

      • -14.41%

      • Q4

      • 10.42%

      • 0.85%

      • 10.49%

      Composition
      Sector Weightings
      Equity Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • Gilead Sciences Inc

        • 4.58

        • 30,277,200

        • -1,765,000

        • Amgen Inc

        • 4.50

        • 22,570,703

        • 0

        • Verizon Communications Inc

        • 3.44

        • 48,402,798

        • 205,000

        • Philip Morris International Inc

        • 2.96

        • 24,967,000

        • 392,000

        • Apple Inc

        • 2.68

        • 18,717,100

        • 1,838,000

        • General Dynamics Corp

        • 2.56

        • 14,187,800

        • -390,000

        • Altria Group Inc

        • 2.35

        • 35,942,600

        • 163,547

        • AbbVie Inc

        • 2.28

        • 27,805,000

        • 0

        • Oracle Corporation

        • 2.25

        • 41,432,300

        • -9,568,000

        • Texas Instruments Inc

        • 1.88

        • 27,675,773

        • 0

        • Name

        • Rating

        • YTD Return %

          • Parnassus Core Equity Investor

          • ★★★★★
          • 8.56

          • PIMCO Fundamental IndexPLUS AR A

          • ★★★★★
          • 6.44

          • Oakmark I

          • ★★★★★
          • 6.11

          • Columbia Contrarian Core Z

          • ★★★★★
          • 7.13

          • Mairs & Power Growth Inv

          • ★★★★★
          • 2.61

          • JPMorgan US Equity Instl

          • ★★★★★
          • 7.79

          • MassMutual Select Focused Value R5

          • ★★★★★
          • 4.10

          • JPMorgan Disciplined Equity Instl

          • ★★★★★
          • 9.56

          • MassMutual Select Focused Value Svc

          • ★★★★★
          • 4.01

          • AMG FQ Tax-Managed US Equity Instl

          • ★★★★★
          • 6.05

          • Name

          • AIVSX

          • Category

            • Expense Ratio

            • 0.61%

            • 1.09%

            • Net Assets

            • 57.81B

            • 1.04B

            • Dividend Yield

            • 2.54%

            • 2.38

            • Price/Book

            • 2.58

            • 2.51

            • Price/Sales

            • 1.72

            • 1.86

            • Price/Cash Flow

            • 8.21

            • 5.67

            Profile

            Name of Issuer

            American Funds

            Fund Style

            Open

            Fund Manager

            Joyce Gordon

            Investment Style

            Large Blend

            The investment seeks long-term growth of capital and income. 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, in securities of issuers domiciled 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.

            Purchase Information

            Initial Purchase 250
            Initial Purchase: IRA 250
            Initial Purchase: AIP 0
            Front load 5.75
            Back Load 5.75

            Inception

            1/2/1934