RICHX Mutual Fund
RICHX Mutual Fund
RICHX Mutual Fund
The Investment Company of America - Class R-5E
RICHX Mutual Fund Overview
RICHX Mutual Fund (The Investment Company of America - Class R-5E) is managed by American Funds with $49.2M in net assets. RICHX expense ratio is 0.41%, holding 173 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2015-11-20.
RICHX performance shows a YTD return of 9.22%. The 1-year return is 17.16% and the 5-year return is 14.31%. RICHX dividend yield stands at 9.28%, paid quarterly.
RICHX top holdings include Nvidia Corp. (6.8%), Broadcom Inc (6.5%), Microsoft Corp 4.100 Feb 06 37 (5.1%), Amazon.Com Inc (5.0%), Meta Platforms, Inc. (3.6%). Go to all RICHX holdings, RICHX sectors, or RICHX dividends.
RICHX can be compared against other funds. Use RICHX overlap to find shared positions, or RICHX vs another fund for a side-by-side view. RICHX alternatives are available via the screener, along with tax-loss harvesting opportunities.