The fund invests primarily in common stocks, most of which have a history of paying dividends. It may invest up to 15% 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 fund's investments are not limited to a particular capitalization size.
American Funds funds can be purchased directly through their website, typically with no transaction fee. Minimum investment: $250.
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American Funds Investment Co of
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AIVSX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on AIVSX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
American Funds Investment Co of
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Pre-filled with AIVSX's historical average return
Important: This projection uses simplified assumptions based on AIVSX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
FSMDXFidelity Mid Cap Index Fund
VFIAXVanguard 500 Index Fd Admiral S
FXAIXFidelity 500 Index Fund
VINIXVanguard Institutional Index
AIVSX is the ticker symbol for American Funds Investment Co of, a Large Blend mutual fund managed by American Funds. The fund invests primarily in common stocks, most of which have a history of paying dividends. It may invest up to 15% 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 fund's investments are not limited to a particular capitalization size.
AIVSX has an expense ratio of 0.01% per year. On a $10,000 investment, that amounts to roughly $1 annually in fund fees. This is considered a very low-cost fund.
AIVSX has posted a 1-year return of +28.54%, 3-year return of +30.36%, 5-year return of +20.39%, 10-year return of +515.46%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
AIVSX requires a minimum initial investment of $250. Some brokerages or retirement accounts may waive or reduce this minimum.
Whether AIVSX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.01% expense ratio, Large Blend category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.