American Funds Invmt Co of Amer R1 (RICAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
67.81
+0.38 (0.56%)
At close: Nov 28, 2025
9.48%
Fund Assets175.09B
Expense Ratio1.33%
Min. Investment$250
Turnover32.00%
Dividend (ttm)5.24
Dividend Yield7.72%
Dividend Growth125.37%
Payout FrequencyQuarterly
Ex-Dividend DateSep 17, 2025
Previous Close67.43
YTD Return20.36%
1-Year Return19.26%
5-Year Return102.73%
52-Week Low49.13
52-Week High67.95
Beta (5Y)0.92
Holdings216
Inception DateJun 6, 2002

About RICAX

The fund invests primarily in common stocks, most of which have a history of paying dividends. It may invest up to 15% 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 fund's investments are not limited to a particular capitalization size.

Fund Family Capital Group
Category Large Blend
Stock Exchange NASDAQ
Ticker Symbol RICAX
Share Class Class R-1
Index S&P 500 TR

Performance

RICAX had a total return of 19.26% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.20%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
FALCXFidelityFidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund0.24%
FLCEXFidelityFidelity Large Cap Core Enhanced Index Fund0.39%
FMGKXFidelityFidelity Magellan K0.40%
FMAGXFidelityFidelity Magellan0.47%
FEQDXFidelityFidelity Advisor Hedged Equity C1.55%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
RICGXClass R-60.27%
FFICXClass F-30.27%
RICFXClass R-50.31%
FAOOXClass 529-f-30.32%

Top 10 Holdings

41.52% of assets
NameSymbolWeight
Microsoft CorporationMSFT7.45%
Broadcom Inc.AVGO6.46%
NVIDIA CorporationNVDA5.46%
CAPITAL GROUP CENTRAL CASH FUNDCMQXX4.43%
Amazon.com, Inc.AMZN3.83%
Meta Platforms, Inc.META3.41%
Eli Lilly and CompanyLLY3.10%
BRITISH AMERICAN TOBACCO PLCBATS2.76%
General Electric CompanyGE2.40%
Alphabet, Inc.GOOGL2.23%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Sep 17, 2025$0.029Sep 18, 2025
Jun 11, 2025$0.6212Jun 12, 2025
Mar 12, 2025$0.0436Mar 13, 2025
Dec 17, 2024$4.5413Dec 18, 2024
Sep 18, 2024$0.0422Sep 19, 2024
Jun 12, 2024$0.2811Jun 13, 2024
Full Dividend History