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American Funds Amcap Fund® Class 529-a (CAFAX)

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45.31 +0.26    +0.58%
08/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 2.77B
Type:  Fund
Market:  United States
Issuer:  American Funds
Asset Class:  Equity
American Funds AMCAP 529A 45.31 +0.26 +0.58%

CAFAX Holdings

 
Comprehensive information about top holdings and Key Holding Information for the American Funds AMCAP 529A (CAFAX) fund. Our American Funds AMCAP 529A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 4.71 4.78 0.07
Stocks 95.16 95.16 0.00
Preferred 0.12 0.12 0.00
Other 0.01 0.01 0.00

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 25.00 27.98
Price to Book 5.83 6.96
Price to Sales 3.98 4.45
Price to Cash Flow 18.08 18.77
Dividend Yield 0.70 0.72
5 Years Earnings Growth 18.98 15.80

Sector Allocation

Name  Net % Category Average
Technology 31.33 39.80
Healthcare 16.21 12.39
Industrials 15.40 7.08
Consumer Cyclical 11.99 13.63
Communication Services 10.93 11.53
Financial Services 7.90 9.25
Consumer Defensive 3.03 3.63
Basic Materials 1.77 1.76
Real Estate 0.72 1.58
Energy 0.56 1.62
Utilities 0.16 1.15

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 182

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Microsoft US5949181045 6.35 422.54 -0.68%
  Broadcom US11135F1012 4.04 183.64 -0.09%
  Amazon.com US0231351067 3.58 208.18 -0.89%
  Meta Platforms US30303M1027 3.41 589.34 -0.40%
  Apple US0378331005 3.11 226.96 -0.12%
  Transdigm US8936411003 3.10 1,350.98 +1.62%
  Alphabet A US02079K3059 2.91 178.35 -1.33%
  Eli Lilly US5324571083 2.64 831.54 +4.27%
  Salesforce Inc US79466L3024 2.45 321.95 +3.59%
  Mastercard US57636Q1040 2.10 524.76 +1.33%

Top Equity Funds by American Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Growth Fund Amer A 154.38B 22.40 4.47 13.21
  American Funds American Balanced A 112.2B 13.30 5.24 8.16
  American Funds Invmt Co of Amer A 95.81B 21.32 10.63 11.49
  American Funds Washington Mutual A 90.57B 17.54 9.75 11.40
  VA CollegeAmerica 529 AMCAP 529A 85.7B 17.00 2.94 10.60
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