Capital Group Investment Company of America (LUX) ZRegístrese para Ver el Rating |
Cómo se ha comportado este fondo | 31/07/2022 |
Crecimiento de 1.000 (EUR) | Gráfico Avanzado |
![]() | Fondo | -2,4 | 25,8 | 4,5 | 33,9 | -5,0 |
![]() | +/-Cat | 0,1 | -4,9 | -3,5 | -0,8 | -0,3 |
![]() | +/-Ind | -2,5 | -8,0 | -6,5 | -2,2 | -1,4 |
Categoría: RV USA Cap. Grande Blend | ||||||
Benchmark de la Categoría: Russell 1000 TR USD |
Estadística Rápida | ||
VL 11/08/2022 | USD 18,13 | |
Cambio del día | 0,15% | |
Categoría Morningstar™ | RV USA Cap. Grande Blend | |
ISIN | LU1378997875 | |
Patrimonio (Mil) 11/08/2022 | USD 387,08 | |
Patrimonio Clase (Mil) 11/08/2022 | USD 70,53 | |
Comisión Máx. Suscripción | 5,25% | |
Gastos Corrientes 08/02/2022 | 0,80% |
Morningstar Research |
Analyst Report |
Capital Group Investment Company of America's team changes and tweaks to its growth-and-income approach have yet to pay off, but parent Capital Group's broader strengths are enough to keep the Morningstar Analyst Rating for its cheapest shares at... |
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Pilares Morningstar | |
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Personal | Above Average |
Firma Gestora | High |
Proceso | Average |
Performance | |
Precio |
Objetivo de inversión: Capital Group Investment Company of America (LUX) Z |
The Fund’s investment objectives are to achieve long-term growth of capital and income. The Fund invests primarily in common stocks, most of which have a history of paying dividends. The Fund’s equity investments are limited to securities of companies that are included on its eligible list. Securities are added to, or deleted from, the eligible list based upon a number of factors, such as the Fund’s investment objectives and policies, whether a company is deemed to be an established company of sufficient quality and a company’s dividend payment prospects. Although the Fund focuses on investments in medium to larger capitalization companies, the Fund’s investments are not limited to a particular capitalization size. In the selection of common stocks and other securities for investment, potential for capital appreciation and future dividends are given more weight than current yield. |
Returns | |||||||||||||
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Gestión | ||
Nombre del gestor Fecha Inicio | ||
James Lovelace 17/06/2016 | ||
Grant Cambridge 17/06/2016 | ||
Click here to see others | ||
Creación del fondo 17/06/2016 |
Anuncio publicitario |
Benchmark de la Categoría | |
Benchmark de fondos | Benchmark Morningstar |
S&P 500 NR USD | Russell 1000 TR USD |
Target Market | ||||||||||||||||||||
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Qué posee el fondo Capital Group Investment Company of America (LUX) Z | 30/06/2022 |
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5 mayores posic. | Sector | % |
![]() | ![]() | 7,50 |
![]() | ![]() | 3,41 |
![]() | ![]() | 3,40 |
![]() | ![]() | 3,35 |
![]() | ![]() | 3,26 |
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Capital Group Investment Company of America (LUX) Z |