Investment Of America Fund Quote
| RICGX Fund | USD 61.98 0.17 0.28% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Investment is trading at 61.98 as of the 22nd of November 2024; that is 0.28% up since the beginning of the trading day. The fund's open price was 61.81. Investment has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Investment Of America are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The fund invests primarily in common stocks, most of which have a history of paying dividends. It may invest up to 15 percent of its assets, at the time of purchase, outside the United States. Although the fund focuses on investments in medium to larger capitalization companies, the funds investments are not limited to a particular capitalization size.. More on Investment Of America
Moving together with Investment Mutual Fund
Investment Mutual Fund Highlights
| Fund Concentration | American Funds, Large Blend Funds, Large Blend, American Funds, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
Investment Of America [RICGX] is traded in USA and was established 22nd of November 2024. Investment is listed under American Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of American Funds family. This fund at this time has accumulated 98.59 B in assets with no minimum investment requirementsInvestment Of America is currently producing year-to-date (YTD) return of 24.15% with the current yeild of 0.01%, while the total return for the last 3 years was 11.13%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Investment Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Investment Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Investment Of America Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Investment Of America Mutual Fund Constituents
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| ORCL | Oracle | Stock | Information Technology | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| ABBV | AbbVie Inc | Stock | Health Care | |
| WFC | Wells Fargo | Stock | Financials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| NFLX | Netflix | Stock | Communication Services |
Investment Top Holders
| RFETX | American Funds 2030 | Mutual Fund | Target-Date 2030 | |
| CCBTX | American Funds 2015 | Mutual Fund | Target-Date 2015 | |
| FAETX | American Funds 2030 | Mutual Fund | Target-Date 2030 | |
| RHGTX | American Funds 2040 | Mutual Fund | Target-Date 2040 | |
| CCDTX | American Funds 2025 | Mutual Fund | Target-Date 2025 | |
| RAETX | American Funds 2030 | Mutual Fund | Target-Date 2030 | |
| RHITX | American Funds 2050 | Mutual Fund | Target-Date 2050 | |
| RDLTX | American Funds 2065 | Mutual Fund | Target-Date 2065+ |
Investment Of America Risk Profiles
| Mean Deviation | 0.5468 | |||
| Semi Deviation | 0.6771 | |||
| Standard Deviation | 0.7517 | |||
| Variance | 0.565 |
Investment Against Markets
Other Information on Investing in Investment Mutual Fund
Investment financial ratios help investors to determine whether Investment Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Investment with respect to the benefits of owning Investment security.
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |