AFIFX (American Funds FInv;F-1)
Net Asset Value: 38.26
1-Day Return:
0.07 (0.18%)
YTD Return as of 2/9/12:
8.17%
Classification: Large-Cap Core Objective: Growth & Income Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
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Total Returns (As of 2/09/2012)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 8.17 | 1.53 | 17.80 | 1.68 | 6.66 |
| Classification | 8.19 | 2.73 | 16.76 | 0.42 | 3.73 |
| Index (S&P 500) | 7.70 | 4.50 | 18.30 | 0.90 | 4.20 |
| % Rank in Class (1-best,100=worst) | 54 | 68 | 30 | 25 | 3 |
Fund Stats
More| Investment Objective: | Growth & Income |
|---|---|
| Net Assets ($Mil) | 4,478.20 |
| Inception Date: | 3/15/01 |
| Manager Name, Tenure | Team Managed, NA |
| Expense Ratio: | 0.66% |
|
Sales Charge:
Load Type:
|
Institutional Load 0.00% 0.00% |
Top 10 Holdings (As of 9/30/11)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| Merck & Co Inc Ord | MRK | 3.05 |
| Home Depot Inc Ord | HD | 2.66 |
| Bristol Myers Squibb Co Ord | BMY | 2.13 |
| Verizon Communications Inc Ord | VZ | 1.95 |
| Apple Inc Ord | AAPL | 1.84 |
| Suncor Energy Inc Ord | SU | 1.76 |
| Union Pacific Corp Ord | UNP | 1.71 |
| Microsoft Corp Ord | MSFT | 1.54 |
| Baxter International Inc Ord | BAX | 1.38 |
| Amazon.com Inc Ord | AMZN | 1.36 |
| % of Total Holdings | 19.38 | |
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