About RICFX
The Investment Company of America Class R-5 is a large blend mutual fund managed by Capital Research and Management Company. Its primary objective is to achieve long-term growth of capital and income by investing mainly in U.S. common stocks, particularly those with a consistent history of paying dividends. The fund maintains a diversified portfolio across various sectors, with significant allocations to information technology, industrials, health care, consumer discretionary, and communication services. In addition to its U.S. focus, the fund may invest up to 15% of its assets internationally, providing some geographic diversification.
Known for its disciplined, research-driven approach, the fund typically holds over 190 companies and pays regular quarterly dividends along with capital gains distributions. Among its largest holdings are blue-chip names such as Microsoft, Alphabet, Meta Platforms, Broadcom, and Amazon. With an inception dating back to 1934, the fund is one of the more established offerings in its category and has a reputation for balancing growth potential with income generation. It carries a low expense ratio and is broadly suitable for investors seeking a blend of growth and income within a diversified equity portfolio.
Fund Family Capital Group
Category Large Blend
Performance Rating High
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol RICFX
Share Class Class R-5
Index S&P 500 TR
RICFX had a total return of 13.17% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.98%.
