About AIVSX
American Funds Investment Company of America Class A is a mutual fund focused on achieving long-term growth of capital and income. Established in 1934 and managed by Capital Research and Management Company, the fund primarily invests in U.S. equities—accounting for over 87% of the portfolio—with limited exposure to non-U.S. stocks. Its holdings are diversified across large-cap companies, especially those with a track record of paying dividends. Key sectors include information technology, industrials, health care, consumer discretionary, and communication services, with major positions in industry leaders such as Microsoft, Meta Platforms, Broadcom, and Amazon.com. The fund is categorized as a large blend, emphasizing a mix of growth and value strategies. With assets exceeding $156 billion and more than 191 holdings, it stands as one of the largest mutual funds targeting broad market exposure and steady income for a wide base of investors. Quarterly dividends and capital gains are distributed, and a minimum initial investment of $250 is required, making it accessible to a broad range of participants.
Fund Family Capital Group
Category Large Blend
Performance Rating High
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol AIVSX
Share Class Class A
Index S&P 500 TR
AIVSX had a total return of 19.02% in the past year. Since the fund's inception, the average
annual return has been 8.85%, including dividends.