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American Funds Investment Co Of America A: (MF: AIVSX)

(NASDAQ Mutual Funds) As of Jul 9, 2025 08:00 PM ET

$63.78 USD

+0.54 (0.85%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 10.77 7
3 months 14.19 6
6 months 10.77 7
1 Year 20.83 2
3 Year 23.08 2
5 Year 17.39 7
10 Year 12.86 10

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 105.74
Bear Market (10/07 - 2/09) -47.16
Bull Market (2/09 - 3/21) 843.47

Load Adjusted Returns as of Jun 30, 2025

1 Year 14.26
5 Year 16.08
10 Year 12.24
Since Inception 9.38

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -2.99 14.19 NA NA
2024 10.43 3.72 6.69 2.23
2023 6.35 8.86 -2.38 13.68
2022 -4.69 -15.44 -5.74 11.22
2021 6.96 6.65 0.53 8.99
2020 -19.08 19.19 6.66 11.27

Annual Return

20252024202320222021202020192018201720162015
% Total Return 10.7724.9528.50-15.5125.0114.4824.54-6.5119.7214.59-1.55
% Total Return Rel to Index 4.56-0.072.252.68-3.67-3.92-6.94-2.12-2.062.65-2.94
% Total Return Rel to Peer 4.519.1113.21-4.720.676.27-1.101.042.313.261.65
% Perf Quintile vs Peer* 0.000.001.004.003.002.004.003.002.002.003.00
% Dividends 0.310.620.720.620.620.620.760.730.680.680.58
% Yield 0.460.941.311.261.071.311.731.871.501.721.52
Capital Gains ($) 0.584.731.771.902.970.111.813.202.261.302.51
Expense Ratio 0.000.560.580.570.570.590.590.570.570.590.58

* 1 = Top 20%, 5 = Bottom 20%