RAEFX - American Funds AMCAP Fund Class R-5E

Nasdaq - Nasdaq Delayed Price. Currency in USD

American Funds AMCAP Fund Class R-5E

Amcap Fund Inc

333 S Hope St - 55th Fl (MICG)

Los Angeles CA 90071

800-421-4225
Management Information
Aidan O'Connell,Lead Manager since July 1, 2015
Aidan O’Connell is an equity portfolio manager at Capital Group. He is also a research director and an equity investment analyst and has research responsibility as a U.S. small- and mid-cap generalist. He has 21 years of investment experience and has been with Capital Group for 15 years. Prior to joining Capital, he was an investment analyst and portfolio manager at Franklin Templeton Investments. Before that, Aidan was a research associate and corporate finance associate at Hambrecht & Quist. He holds an MBA from the Wharton School of the University of Pennsylvania, a master’s degree in international studies from Johns Hopkins University’s School of Advanced International Studies, and a bachelor’s degree in French and English from Dartmouth College. He also holds the Chartered Financial Analyst® designation. Aidan is based in San Francisco.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Growth
Fund FamilyAmerican Funds
Net Assets69.52B
YTD Return2.00%
Yield0.68%
Morningstar Rating★★
Inception DateNov. 19, 2015

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover27.00%
Average for CategoryN/A

Fees & Expenses

ExpenseRAEFXCategory Average
Annual Report Expense Ratio (net)0.48%1.05%
Prospectus Net Expense Ratio0.48%N/A
Prospectus Gross Expense Ratio0.48%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.40%
Max Deferred Sales LoadN/A1.47%
3 Yr Expense Projection154N/A
5 Yr Expense Projection269N/A
10 Yr Expense Projection604N/A