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Amcap Fund, Class R-2 Shares: (MF: RAFBX)

(NASDAQ Mutual Funds) As of May 15, 2025 08:00 PM ET

$35.86 USD

+0.05 (0.14%)

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 Apr 30, 2025

Total Return %* Percentile Rank Objective
YTD -5.39 46
3 months -8.95 46
6 months -2.20 41
1 Year 8.30 46
3 Year 10.46 40
5 Year 10.53 81
10 Year 7.92 70

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 92.37
Bear Market (10/07 - 2/09) -49.17
Bull Market (2/09 - 3/21) 661.94

Load Adjusted Returns as of Apr 30, 2025

1 Year 1.46
5 Year 13.01
10 Year 7.92
Since Inception 10.30

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -6.72 NA NA NA
2024 10.50 2.17 4.64 1.73
2023 9.82 8.44 -4.30 14.03
2022 -12.58 -19.73 -4.29 5.27
2021 4.52 7.81 1.36 7.41
2020 -17.41 22.88 5.97 12.02

Annual Return

20252024202320222021202020192018201720162015
% Total Return -5.3920.2029.96-29.3122.7020.4825.37-2.6721.076.52-8.62
% Total Return Rel to Index -0.48-4.813.71-11.10-5.982.07-6.111.71-0.71-5.41-10.01
% Total Return Rel to Peer 0.070.816.96-9.610.640.56-3.044.180.40-1.29-7.02
% Perf Quintile vs Peer* 0.000.002.004.003.003.005.002.003.004.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.003.331.022.272.701.441.472.861.560.520.00
Expense Ratio 1.421.421.431.431.431.441.451.461.461.441.43

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