What is the average aivsx distribution per share?
Distribution History AIVSX DATE INCOME DISTRIBUTION Capital Gains Distribution 2020 $0.62 $0.11 2019 $0.76 $1.81 2018 $0.74 $3.21
What is the total return of the aivsx?
1 Year Total Return(as of 12/17/21) AIVSX 22.12% S&P 500 25.91% Category 23.96% Overview Historical Prices Advanced Charting Lipper Indexes
What is the rating of American funds invmt Co of Amer aaivsx?
American Funds Invmt Co of Amer AAIVSX Morningstar Analyst Rating Analyst rating as of May 25, 2021 Quote Fund Analysis Performance Sustainability Risk Price Portfolio People Parent NAV / 1-Day Return 47.69 / 1.12% Total Assets 117.6 Bil Adj. Expense Ratio
How can I learn more about aivsx?
Learn about AIVSX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. Start a 14-day free trial to Morningstar Premium to unlock our take on AIVSX. Advertisement Skip to Content Get 14 Days Free Sign Up Sign In Sign In Topics Advisor Insights Personal Finance
Is Aivsx a good investment?
The fund has been a consistent earner since 2009 and has out-earned the S&P 500 and its overall category. The fund has returned 10.36 percent over the past five years and 12.62 percent over the past decade.
What type of fund is Aivsx?
The American Funds Investment Company of America (AIVSX) first launched in 1934 and is large-blend stock fund. As of the end of 2021, its AUM were $223 billion and 89% of its portfolio is invested in large-cap stocks.
Who is the top investment company?
BlackRockTop 10 Largest Investment Companies in World 2022RankCompanyCountry1BlackRockUSA2The Vanguard GroupUSA3Charles Schwab CorporationUSA4UBS GroupSwitzerland6 more rows•May 6, 2022
Who owns Capital Group Companies?
450 partnersOwnership. As of 2019, the company is owned by 450 partners.
When will Crosthwaite leave American Funds?
Crosthwaite will also step away from his portfolio management duties on American Funds Growth Fund of America AGTHX and American Funds AMCAP AMCPX on Nov. 1, 2021, and Jan. 1, 2022, respectively. Crosthwaite’s departure is a loss.
Will AIVSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Fund Description
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.
James Lovelace
James B. Lovelace is an equity portfolio manager at Capital Group. He has 40 years of investment experience, all with Capital Group. Earlier in his career, as an equity investment analyst at Capital, Jim covered beverages & tobacco, restaurants & lodging, household products and personal care companies.
Donald O'Neal
Donald D. O’Neal is an equity portfolio manager at Capital Group. He has 36 years of investment experience, all with Capital Group. Earlier in his career, as an equity investment analyst at Capital, he covered chemical, environmental service and aerospace & defense companies.
Joyce Gordon
Joyce E. Gordon is an equity portfolio manager at Capital Group. She has 41 years of investment experience, all with Capital Group. Earlier in her career, as an equity investment analyst at Capital, she covered thrifts, banking, and paper & forest products companies.
Christopher Buchbinder
Christopher D. Buchbinder is an equity portfolio manager at Capital Group. He has 26 years of investment experience, all with Capital Group. Earlier in his career at Capital, as an equity investment analyst, he covered U.S. telecommunication services, autos, and auto parts & equipment companies.
Barry Crosthwaite
Barry S. Crosthwaite is an equity portfolio manager at Capital Group. Earlier in his career at Capital, as an equity investment analyst, he covered U.S. electrical equipment/appliances, global energy equipment, and oil field services & drilling companies, as well as North American communications & networking equipment companies.
Grant Cambridge
Grant L. Cambridge is a portfolio manager at Capital Group. He has 29 years of investment experience and has been with Capital Group for 25 years.
What is active share?
Active Share is neither a predictor of future returns nor a measure of manager skill. Since it measures the difference between a fund's holdings and its benchmark, it could be used in conjunction with other indicators as a measure of portfolio risk or to compare the management fees charged by actively managed funds. While an active share greater than zero is needed to provide returns above the benchmark, there is no indication a particular level of active share has resulted in higher returns than the fund's index. A fund's active share can change significantly over time, thus measuring a single point in time may not be reflective of longer periods.
How to determine active share?
Active Share is determined by (1) differences in stock weightings between the fund and the fund's primary benchmark shown in the prospectus (2) inclusion of stocks outside of the benchmark, and (3) exclusion of stocks in the benchmark.
What is investment results?
Investment results assume all distributions are reinvested and reflect applicable fees and expenses.
How is active share determined?
Active Share is determined by (1) differences in stock weightings between the fund and the fund's primary benchmark shown in the prospectus (2) inclusion of stocks outside of the benchmark, and (3) exclusion of stocks in the benchmark. Active Share is neither a predictor of future returns nor a measure of manager skill.
Can an investment adviser extend reimbursement?
The investment adviser may elect at its discretion to extend, modify or terminate the reimbursements as of any noted expiration date.
