American Funds AMCAP Fund® Class 529-E
CAFEX
NASDAQ
| Weiss Ratings | CAFEX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | CAFEX-NASDAQ | Click to Compare |
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| Provider | Capital Group | |||
| Manager/Tenure (Years) | Aidan O'Connell (10), Jessica Spaly (8), Martin Jacobs (7), 3 others | |||
| Website | http://capitalgroup.com | |||
| Fund Information | CAFEX-NASDAQ | Click to Compare |
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| Fund Name | American Funds AMCAP Fund® Class 529-E | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Mar 07, 2002 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CAFEX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | CAFEX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.71% | |||
| Asset Allocation | CAFEX-NASDAQ | Click to Compare |
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| Cash | 2.43% | |||
| Stock | 97.31% | |||
| U.S. Stock | 90.78% | |||
| Non-U.S. Stock | 6.53% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.26% | |||
| Convertible | 0.00% | |||
| Other Net | 0.01% | |||
| Price History | CAFEX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.22% | |||
| 30-Day Total Return | -5.54% | |||
| 60-Day Total Return | -7.85% | |||
| 90-Day Total Return | -7.63% | |||
| Year to Date Total Return | -7.63% | |||
| 1-Year Total Return | 14.49% | |||
| 2-Year Total Return | 19.68% | |||
| 3-Year Total Return | 55.65% | |||
| 5-Year Total Return | 40.93% | |||
| Price | CAFEX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | CAFEX-NASDAQ | Click to Compare |
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| Nav | $39.54 | |||
| 1-Month Low NAV | $37.73 | |||
| 1-Month High NAV | $41.86 | |||
| 52-Week Low NAV | $33.76 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $45.45 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | CAFEX-NASDAQ | Click to Compare |
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| Beta | 1.12 | |||
| Standard Deviation | 13.23 | |||
| Balance Sheet | CAFEX-NASDAQ | Click to Compare |
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| Total Assets | 94.03B | |||
| Operating Ratios | CAFEX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.91% | |||
| Turnover Ratio | 36.00% | |||
| Performance | CAFEX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.83% | |||
| Last Bear Market Total Return | -19.62% | |||