About RICHX
American Funds Investment Company of America Class R-5E is a mutual fund designed to deliver long-term growth of capital and income through a diversified portfolio, primarily composed of common stocks. Managed by Capital Group, one of the industry’s longstanding investment firms, the fund typically invests in large, established companies, many of which have a history of paying dividends. Its holdings are concentrated in sectors such as technology, consumer cyclicals, and communication services, with top positions including Microsoft, Broadcom, Meta Platforms, Amazon.com, and Apple. While the majority of assets are invested in U.S. companies, the fund also maintains a measured exposure to international markets, including Europe, Canada, and emerging economies. With an expense ratio of 0.41%, the fund aims to balance potential for growth with income generation, making it a staple choice for investors seeking steady appreciation and diversification across prominent industries.
Fund Family Capital Group
Category Large Blend
Performance Rating High
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol RICHX
Share Class Class R-5e
Index S&P 500 TR
RICHX had a total return of 17.35% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.43%.
