American Funds Invmt Co of Amer 529E (CICEX)

The Investment Company of America 529-E is a U.S.-domiciled mutual fund designed to provide long-term growth of capital and income. Structured as a share class within the American Funds 529 college savings plan, this fund predominantly invests in common stocks, with a strong focus on well-established companies that have a history of paying dividends. Its portfolio is broadly diversified across major sectors, including information technology, industrials, health care, consumer discretionary, communication services, and financials, reflecting a large-blend style. As of May 2025, over 87% of its assets are allocated to U.S. equities, with additional exposure to non-U.S. equities, and minimal holdings in bonds or cash equivalents. With a legacy dating back to 1934, the fund manages substantial assets and provides quarterly dividend distributions. Its long-term performance targets both growth and income, appealing particularly to investors seeking a core equity holding within a college savings strategy or broader investment portfolio. The fund’s moderate portfolio turnover and below-average risk profile further characterize its approach to disciplined, long-term equity investing.