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American Funds Invmt Co of Amer A AIVSX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
50.39  /  0.16 %
Total Assets
116.2 Bil
Adj. Expense Ratio
0.580%
Expense Ratio
0.580%
Fee Level
Low
Longest Manager Tenure
29.29 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
250
Status
Open
TTM Yield
1.24%
Turnover
39%

USD | NAV as of Jun 15, 2021 | 1-Day Return as of Jun 15, 2021, 9:31 PM GMT+00:00

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Morningstar’s Analysis

Will AIVSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

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The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AIVSX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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The People Pillar is our evaluation of the AIVSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

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The Parent Pillar is our rating of AIVSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Balance remains a challenge, but there are reasons for optimism.

Strategist

Summary

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American Funds Investment Company of America is prioritizing flexibility in pursuing its growth-and-income mandate--more so than in the past. While the fund has yet to find the right balance, its veteran team and firmwide resources are enough to keep the Morningstar Analyst Rating for its cheapest shares at Silver and the others at Bronze or Neutral, depending on fees.

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