Capital Guardian Trust Company Fund Family Report
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  • Performance
    03-31-17

    Total ReturnCategory Average
    Total Return7.800.13-0.421.045.84
    Category Average8.380.27-0.190.985.87
    Assets for Each Yr*3.303.963.493.393.65
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 5.84 2.07 3.94

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,653 mil $25,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 6.19 0.65 Very Low
    International Stock 3.4 55.50 0.93 Below Avg
    Municipal Bond 3.3 27.99 0.40 Very Low
    Taxable Bond 1.0 10.32 0.40 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-27-17

      Sector YTD Return % % Net Assets  
    Samsonite International SA* Consumer Cyclical 40.94 0.41
    Medtronic PLC* Healthcare 17.31 0.39
    Visa Inc Class A* Financial Services 17.62 0.37
    Amazon.com Inc* Consumer Cyclical 22.47 0.31
    CME Group Inc Class A* Financial Services 0.37 0.31
    JPMorgan Chase & Co* Financial Services 2.67 0.29
    Apple Inc* Technology 24.64 0.28
    Chevron Corp* Energy -9.47 0.25
    Comcast Corp Class A* Communication Services 15.13 0.24
    Cerner Corp* Technology 26.79 0.23
    Las Vegas Sands Corp* Consumer Cyclical 12.21 0.23
    Newell Brands Inc* Consumer Defensive 9.38 0.22
    Incyte Corp* Healthcare 23.84 0.21
    Marsh & McLennan Companies Inc* Financial Services 10.86 0.21
    Microsoft Corp* Technology 10.49 0.21
    American Tower Corp* Communication Services 19.60 0.21
    Starbucks Corp* Consumer Cyclical 10.86 0.21
    Oracle Corp* Technology 17.32 0.20
    Jack Henry & Associates Inc* Industrials 9.97 0.20
    Crown Castle International Corp* Communication Services 10.60 0.20

    Best 5-Year Relative Performance | More
    04-27-17

    Worst 5-Year Relative Performance | More
    04-27-17

    Lowest Expenses | More
    04-27-17

    Highest Expenses | More
    04-27-17

    Longest Manager Tenure | More
    04-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Capital Group Core B David A. Hoag 7.00
    Capital Group Intern Gérald du Manoir 4.50
    Capital Group Global Gérald du Manoir 3.40
    Capital Emerging Mar Luis Freitas de Oliv 2.80
    Capital Group US Equ Gregory D. Fuss 2.60

    Shortest Manager Tenure | More
    04-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Capital Group CA Cor Mark Marinella 0.30
    Capital Group CA Sho Mark Marinella 0.30
    Capital Group Core M Aaron Applebaum 0.30
    Capital Group Short- Aaron Applebaum 0.30
    Capital Group US Equ Gregory D. Fuss 2.60