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Fund |
| Fund name: Amcap
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| Symbol: AMCPX
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Portfolio contains these types of investments:
Medtronic - Time Warner - Cisco Sys - Viacom Cl B - Robert Half Intl - A -AT & T Liberty Media Cl A - Analog Devices Computer Assoc Intl - Texas Instruments - Microsoft
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| Minimum Investment: $250
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| 1-Year Profit Projection: N/A
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Brief fund description:
Amcap Fund seeks long-term growth of capital. Current income is incidental. The fund invests primarily in common stocksof issuers located in the U.S., though it may also purchase convertible securities and high-quality fixed-income obligations. It does not maintain strict percentages of any particular type of investment. The fund seeks issues that display fundamental value characteristics. Class A shares have front loads: B shares have deferred loads, higher 12b-1 fees, and conversion features.
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Expenses
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| Annual expense ratio: 0.68
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| Tax Efficiency: N/A
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Load Type:
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| Load Percentage: 5.75
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Performance
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| Performance 3 Months: -1.2
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| Performance Year to Date: 6.02
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| Performance 12 Months: 16.0
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| Performance 3 Years: 24.7
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| Performance 5 Years: 22.6
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Additional Comments
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Fund Features:
N/A
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Fund Strategy:
N/A
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