Fund Management And Performance
AIVSX’s longest-tenured managers are James Lovelace and Donald O’Neal, who each have been managing the fund for nearly three decades. Due to the team-based nature of fund management, they are accompanied by seven other fund managers, whose tenure ranges from one year to twenty years with the Investment Company of America fund.
AIVSX had a one-year return of 13.04% . Over a five-year period, the Investment Company of America fund returned 11.75% while over a 10-year period it had an average 12.77% return. Since inception on Jan. 1, 1934, the fund has generated an annualized return of 12.1%.
What Is The American Funds Investment Company Of America Fund
The American Funds Investment Company of America is a large-blend stock fund. It seeks to provide a combination of growth and income to investors. The AIVSX ticker symbol denotes the fund’s Class A shares. Investment Company of America fund first launched in 1934. Currently, AIVSX maintains a three-star Morningstar rating and a three-star rating over a 10-year period.
American Funds offers dozens of traditional mutual funds, as well as a large selection of portfolio and target funds. The portfolio and target funds are all fund of funds, as they invest in traditional mutual funds rather than in individual securities. American Funds is a subsidiary of Capital Group.
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