Is American Funds Investor Company of America A (AIVSX) a Strong Mutual Fund Pick Right Now?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 21 2024
0mins
Source: NASDAQ.COM
- Objective: American Funds Investor Company of America A (AIVSX) is a Large Cap Blend fund suitable for investors with a "buy and hold" mindset, focusing on companies with market caps over $10 billion.
- History of Fund/Manager: Managed by American Funds since 1933, AIVSX has accumulated over $79.01 billion in assets, currently managed by a team of investment professionals.
- Performance: AIVSX has a 5-year annualized total return of 12.4%, ranking in the middle third among peers, with a 3-year annualized total return of 9.17% placing it in the top third.
- Risk Factors: The fund's standard deviation indicates higher volatility compared to category averages, but its 5-year beta of 0.92 suggests lower volatility than the market average.
- Expenses: AIVSX has an expense ratio of 0.58%, lower than the category average of 0.94%, making it a cost-effective choice for investors with a minimum initial investment of $250.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
