Investment Of America Fund Quote
| AIVSX Fund | USD 62.71 0.26 0.41% |
Performance9 of 100
| Odds Of DistressLess than 20
|
Investment is trading at 62.71 as of the 28th of November 2024; that is 0.41% down since the beginning of the trading day. The fund's open price was 62.97. Investment has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Investment Of America are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of September 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund invests primarily in common stocks, most of which have a history of paying dividends. It may invest up to 15 percent of its assets, at the time of purchase, outside the United States. Although the fund focuses on investments in medium to larger capitalization companies, the funds investments are not limited to a particular capitalization size.. More on Investment Of America
Moving together with Investment Mutual Fund
| 0.93 | AMECX | Income Fund | PairCorr |
| 0.9 | AMFCX | American Mutual | PairCorr |
| 0.9 | AMFFX | American Mutual | PairCorr |
| 0.71 | RNCCX | American Funds Income | PairCorr |
Moving against Investment Mutual Fund
Investment Mutual Fund Highlights
| Fund Concentration | American Funds, Large Blend Funds, Large Blend, American Funds, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | December |
Investment Of America [AIVSX] is traded in USA and was established 28th of November 2024. Investment is listed under American Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of American Funds family. This fund presently has accumulated 116.54 B in assets under management (AUM) with no minimum investment requirementsInvestment Of America is currently producing year-to-date (YTD) return of 25.05% with the current yeild of 0.01%, while the total return for the last 3 years was 11.53%.
Check Investment Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Investment Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Investment Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Investment Of America Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Investment Of America Mutual Fund Constituents
| ORCL | Oracle | Stock | Information Technology | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| VZ | Verizon Communications | Stock | Communication Services | |
| NFLX | Netflix | Stock | Communication Services | |
| MSFT | Microsoft | Stock | Information Technology | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| HD | Home Depot | Stock | Consumer Discretionary |
Investment Of America Risk Profiles
| Mean Deviation | 0.5397 | |||
| Semi Deviation | 0.6744 | |||
| Standard Deviation | 0.7447 | |||
| Variance | 0.5546 |
Investment Against Markets
Other Information on Investing in Investment Mutual Fund
Investment financial ratios help investors to determine whether Investment Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Investment with respect to the benefits of owning Investment security.
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