About FCIAX
American Funds Investment Company of America 529-F-2 is an actively managed mutual fund designed to provide long-term growth of capital and income. Primarily, the fund invests in a diversified portfolio of common stocks, focusing on companies with a demonstrated history of consistent growth and income generation. The portfolio is largely composed of U.S. equities, making up over 87% of its holdings, while maintaining a smaller allocation to non-U.S. equities. The fund does not invest in bonds, emphasizing its equity-driven approach.
As a 529-F-2 share class, this fund is tailored for use within education savings plans, providing investors with a cost-effective, no-12b-1 fee structure that supports college savings goals. With more than 190 holdings, its asset allocation spans key sectors such as information technology, industrials, health care, consumer discretionary, and financials, reflecting a broad exposure to the large-cap U.S. market. Having been in operation since 1934, the fund has established a significant presence, with assets surpassing $150 billion as of mid-2025. Regular dividends and capital gains are distributed throughout the year, enhancing its total return profile for shareholders.
Fund Family Capital Group
Category Large Blend
Performance Rating High
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol FCIAX
Share Class Class 529-f-2
Index S&P 500 TR
FCIAX had a total return of 11.83% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.66%.
