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American Funds Investment Company of America class 529-F (CICFX)

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51.76+0.30 (+0.58%)
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American Funds Investment Company of America class 529-F


333 South Hope Street

Los Angeles, CA 90071-1406

Management information
Martin Romo,Lead manager since 1 July 2018
Martin Romo is an equity portfolio manager at Capital Group. He is president of Capital Research Company, Inc. and serves on the Capital Group Management Committee. Martin has 27 years of investment experience and has been with Capital Group for 26 years. Earlier in his career, as an equity investment analyst at Capital, he covered the global chemicals industry, mortgage and consumer financials, and select conglomerate companies. He holds an MBA from Stanford Graduate School of Business and a bachelor’s degree in architecture from the University of California, Berkeley. Martin 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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Blend
Fund familyAmerican Funds
Net assets121.82B
YTD return19.30%
Morningstar rating★★★
Inception date15 Sep 2002

Fund operations

Last dividend0.17
Last cap gain0.00
Holdings turnover39.00%
Average for categoryN/A

Fees and expenses

ExpenseCICFXCategory average
Annual report expense ratio (net)0.65%0.84%
Prospectus net expense ratio0.65%N/A
Prospectus gross expense ratio0.65%N/A
Max 12b1 fee0.25%N/A
Max front end sales loadN/A5.18%
Max deferred sales loadN/A1.28%
3-yr expense projection208N/A
5-yr expense projection362N/A
10-yr expense projection810N/A