Capital Group AMCAP Fund (LUX) ZLgdRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | 24.5 | -20.0 | 23.4 | 13.1 |
![]() | +/-Cat | - | 2.6 | 1.5 | -3.3 | 0.8 |
![]() | +/-B’mrk | - | -2.8 | 3.3 | -8.6 | -4.5 |
Category: US Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar US LM Brd Growt... |
Key Stats | ||
NAV 14/08/2024 | USD 20.87 | |
Day Change | 0.04% | |
Morningstar Category™ | US Large-Cap Growth Equity | |
ISIN | LU2099822004 | |
Fund Size (Mil) 13/08/2024 | USD 121.39 | |
Share Class Size (Mil) 13/08/2024 | USD 0.17 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 26/01/2024 | 0.68% |
Morningstar Research |
Analyst Report | 17/05/2024 Stephen Welch, Senior Analyst Morningstar, Inc |
American Funds AMCAP’s Morningstar Medalist Rating is now Under Review. The rest of this analysis was published on July 7, 2022. Capital Group AMCAP's enhanced flexibility should enable this fund to weather volatility and come out ahead. Its... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 20 |
Parent | 25 |
Process | 20 |
Performance | |
Price |
Investment Objective: Capital Group AMCAP Fund (LUX) ZLgd |
The investment objective of the fund is to provide long-term growth of capital. The Fund invests primarily in equity of U.S. domiciled companies that have solid long-term growth records and the potential for good future growth. The Fund may invest up to 10% of its assets in Equity and other securities of issuers domiciled outside the United States. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Eric Stern 22/11/2019 | ||
Cheryl Frank 01/10/2020 | ||
Click here to see others | ||
Inception Date 21/02/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
S&P 500 NR USD | Morningstar US LM Brd Growth NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Capital Group AMCAP Fund (LUX) ZLgd | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 6.86 |
![]() | ![]() | 4.20 |
![]() | ![]() | 3.72 |
![]() | ![]() | 3.16 |
![]() | ![]() | 3.05 |
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Capital Group AMCAP Fund (LUX) ZLgd |