About FMCMX
The American Funds AMCAP Fund 529-F-3 is a U.S.-focused mutual fund aiming to deliver long-term capital growth. It primarily invests in common stocks of established U.S. companies noted for their solid long-term growth records and potential for future expansion. Employing a disciplined growth strategy, the fund maintains significant exposure to sectors such as information technology, consumer discretionary, health care, and industrials, with over 91% of assets in U.S. equities and a minority allocation to international stocks.
Launched originally in 1967, the fund is recognized for its longevity and robust asset base, managing over $83 billion as of April 2025. The portfolio is actively managed, holding more than 170 companies, and exhibits moderate turnover, reflecting its focus on strategic, long-term holdings. Regular semi-annual dividends and capital gains distributions are features, supporting investors' long-term planning needs, notably within education-focused 529 accounts. The AMCAP Fund 529-F-3 plays a significant role in the large growth category, offering diversification and a competitive risk profile backed by a history of disciplined, analyst-driven management.
Fund Family Capital Group
Category Multi-Cap Core
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol FMCMX
Share Class Class 529-f-3
Index S&P 500 TR
FMCMX had a total return of 7.45% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.26%.
