- What does AIVSX invest in?
- This fund primarily allocates its capital to common stocks, with a strong emphasis on companies that have a consistent history of paying dividends. It possesses the flexibility to invest up to 15% of its total assets, at the time of initial purchase, in securities issued by foreign entities. While the portfolio generally concentrates on firms with medium to large market capitalizations, its investment strategy allows for holdings across various company sizes.
- What is the expense ratio of AIVSX?
- American Funds Invmt Co of Amer A (AIVSX) charges an expense ratio of 0.55%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is AIVSX?
- American Funds Invmt Co of Amer A (AIVSX) manages $185.64B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is AIVSX actively managed or an index fund?
- AIVSX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was AIVSX launched?
- American Funds Invmt Co of Amer A (AIVSX) launched in December 1933 and is managed by Capital Group.
- How has AIVSX performed?
- AIVSX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
