Fund Research for American Funds AMCAP A (AMCPX)

  • Fund Overview

    Fund Inception Date: May 01, 1967
    Category: Large Growth
    Overall Risk: Below Average
    Fund Family: American Funds
    Return Since Inception: 11.08%
    YTD Return: 29.65%
    Yield (TTM): 1.08%
    Net Assets: 12.61 B
    Morningstar Rating:
    4 of 5

    The investment seeks long-term growth of capital. The fund invests primarily in stocks of issuers located in the U.S. but may invest in non-U.S. securities to a limited extent. It generally purchases growth-oriented, equity-type securities which involves large price swings and potential for loss. The management focuses primarily on companies with attributes that are associated with long-term growth.

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    Size
    Average Market Cap $19,759 M
    Market Capitalization Portfolio
    Giant 30.08%
    Large 47.16%
    Medium 19.01%
    Small 3.75%
    Micro 0.00%
    Morningstar Rating as of 10/31/2009
    YTD Returns as of 11/04/2009    		 Style Box Detail calculations do not include the fund's short positions (if any)

  • Fund Performance

    10 year Growth Chart
    Growth of $10,000 from 12/31/1998 to 10/31/2009
    Mouseover the chart to see values for each month.

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    Total Annualized Returns

    YTD 1 year 3 year 5 year 10 year Since Inception
    Fund 29.65% 17.75% -3.66% 1.00% 2.83% 11.08%
    +/- Category 3.78% 4.63% 0.52% 0.29% 4.29% —
    +/- S&P 500 TR 11.56% 6.69% 2.79% 0.72% -0.95% —

    Standardized Annual Returns

    YTD 1 year 3 year 5 year 10 year Since Inception
    Month (as of 10/31/2009) 20.37% 12.98% -6.39% -0.03% 2.22% 10.92%
    Quarter (as of 09/30/2009) 23.38% -4.42% -4.50% 0.81% 2.75% 11.01%
    Fund and Category YTD, 1yr, 3yr and 5yr Returns as of 11/04/2009
    Index YTD,1yr, 3ys and 5yr Returns as of 11/04/2009 10 yr and Since Inception Returns as of 10/31/2009
    Inception Date: 05/01/1967
    Ratings are based on risk-adjusted performance.
    View Total Returns

  • Fund Portfolio Profile

    Sector Breakdown

    Stocks
    Information 30.41%
    Service 40.50%
    Manufacturing 22.00%

    Asset Allocation

    Short Long Net Assets
    Cash — 6.77% 6.77%
    Stocks — 92.92% 92.92%
    Bonds — 0.31% 0.31%
    Other — 0.00% 0.00%
    Foreign Stocks
    (as a % of assets)    		 — 5.56% 5.56%
    Data as of 06/30/2009 Data as of 06/30/2009 View Fund Portfolio

    Top 10 Holdings

    Sector P/E Return as of 09/30/2009 Net Assets
    = MICROSOFT CORP (MSFT) Software 18.82 29.99% 3.02%
    = MEDTRONIC INC (MDT) Healthcare 23.24 18.12% 2.19%
    = YAHOO INC (YHOO) Telecom 57.21 42.54% 2.10%
    = ORACLE CORP (ORCL) Software 19.85 15.40% 2.00%
    = SCHLUMBERGER LTD (SLB) Energy 22.54 36.45% 1.94%
    - PRECISION CASTPARTS CORP (PCP) Industrial Materials 14.96 67.43% 1.79%
    - WELLPOINT INC (WLP) Healthcare 10.93 11.27% 1.75%
    = TIME WARNER INC (TWX) Media — 36.99% 1.57%
    - CORNING INC (GLW) Telecom 16.12 58.34% 1.53%
    + OMNICOM GROUP INC (OMC) Media 13.59 36.63% 1.53%
    + Increase - Decrease = No change * New since last portfolio
    Top 10 holdings account for the fund's short positions (if any). Net short positions appear shaded.
    P/E as of 11/09/2009
    All other data as of 06/30/2009
    View Fund Portfolio

  • Sales Information

    Sales Charge %

    Initial 5.75%
    Deferred —
    Taken from prospectus dated 10/05/2009
    Expense Ratio (based on net assets) 0.71%
    Taken from annual report dated 02/28/2009

  • Fund Management

    Timothy D. Armour
    Start Date: 05/01/1996
    Armour is an executive vice president with Capital Research and Management Company. He has more than 23 years of investment experience, all with this company.
    R. Michael Shanahan
    Start Date: 01/01/1986
    Shanahan is a chairman emeritus and director with Capital Research and Management. He has been a investment professional for 44 years, all with Capital Research and Management or affiliate.
    Claudia P. Huntington
    Start Date: 05/01/1996
    Huntington is a senior vice president of Capital Research. She has been employed in the investment management area of Capital Research or its affiliates for the past 33 years, 14 of which she has been a portfolio counselor.
    C. Ross Sappenfield
    Start Date: 12/01/1999
    Sappenfield is a vice president of CRC. Sappenfield has been employed in the investment management area of Capital Research or its affiliates including as a portfolio counselor.