Investment Co of America

Investment Co of America · Series S000009597 · 21 share classes

Equity fund · 97% stocks
One fund, 21 share classes:AIVSXRICAXRICBXRICCXRICEXRICFXAICCXAICFXCICAXCICCXCICEXCICFXICAFXRICGXRIBEXRICHXFFICXTIACXTICAXFCIAXFAOOX
$165.95B NAV
172 positions · as of 2026-03-31 · filed 2026-05-28
data updated 2026-08-10

Fund profile

As filed in the prospectus · 2026 Q1

The funds investment objectives are to achieve long-term growth of capital and income.

Strategy · summarised

The fund invests primarily in dividend-paying common stocks of established companies selected for potential capital appreciation and future dividend growth rather than current yield. Up to 15% of assets may be invested outside the United States. The fund employs multiple portfolio managers, each overseeing segments of the portfolio, and relies on their judgment to identify attractively valued securities and decide when holdings no longer represent good long-term opportunities.

Expenses
0.27% 1.36%across 21 share classes
Share classExpense ratio
AIVSX0.55%
RICAX1.33%
RICBX1.36%
RICCX0.91%
RICEX0.61%
RICFX0.32%
AICCX1.31%
AICFX0.62%
CICAX0.59%
CICCX1.35%
CICEX0.83%
CICFX0.68%
ICAFX0.37%
RICGX0.27%
RIBEX1.06%
RICHX0.41%
FFICX0.27%
TIACX0.61%
TICAX0.56%
FCIAX0.36%
FAOOX0.32%

Portfolio turnover 34.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q1

100.32%
of net assets
Stocks97.25%
Cash & short-term3.06%

Latest quarter

What changed since the fund's previous filing

vs 2025Q4: 10 new54 exited

Largest new: CSCO, XEL, SMURFIT WESTROCK PLC, SEAGATE TECHNOLOGY HOLDINGS PLC, UDR, FICO, DTE, MDLN

Largest exited: PYPL, TFC, CENOVUS ENERGY INC, TMUS, BKNG, CMG, ASTRAZENECA PLC, ACCENTURE PLC

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Feb 2026

Share class1-year3-year5-yearVolWorst fall
Cumulative return· Apr 2023 – Feb 2026

Mar 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
NVIDIA CORPNVDA6.52%$10.82B
BROADCOM INCAVGO6.14%$10.19B
MICROSOFT CORPMSFT5.65%$9.38B
AMAZON.COM INCAMZN4.72%$7.83B
ELI LILLY AND COLLY3.36%$5.57B
CAPITAL GROUP CENTRAL CASH FUND3.08%$5.11B
BRITISH AMERICAN TOBACCO PLC2.64%$4.39B
META PLATFORMS INCMETA2.61%$4.33B
ALPHABET INCGOOGL2.50%$4.14B
PHILIP MORRIS INTERNATIONAL INCPM2.29%$3.80B
Showing 10 of 172Sign in to see more

Top 10 positions are 39.51% of net assets, top 25 63.17%, across 161 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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