Capital Guardian Trust Company Fund Family Report
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  • Performance
    09-30-17

    Total ReturnCategory Average
    Total Return11.170.500.640.5914.29
    Category Average10.860.611.150.5615.14
    Assets for Each Yr*2.773.573.273.213.99
    *billions

    Trailing Returns %
    09-30-17

      YTD 3 Year 5 Year    
    Fund Family 14.29 4.95 5.63

    Key Stats
    09-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,994 mil $25,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 5.93 0.65 Very Low
    International Stock 3.0 56.79 0.85 Below Avg
    Municipal Bond 2.9 27.06 0.40 Very Low
    Taxable Bond 1.0 10.21 0.40 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-16-17

      Sector YTD Return % % Net Assets  
    Samsonite International SA* Consumer Cyclical 60.82 0.45
    Medtronic PLC* Healthcare 11.02 0.38
    Visa Inc Class A* Financial Services 39.45 0.38
    JPMorgan Chase & Co* Financial Services 15.75 0.36
    CME Group Inc Class A* Financial Services 20.94 0.31
    Apple Inc* Technology 39.62 0.26
    Cerner Corp* Technology 52.16 0.25
    Las Vegas Sands Corp* Consumer Cyclical 21.68 0.25
    Chevron Corp* Energy 4.82 0.23
    Comcast Corp Class A* Communication Services 7.41 0.23
    Crown Castle International Corp* Communication Services 20.66 0.22
    Newell Brands Inc* Consumer Defensive -2.80 0.22
    Jack Henry & Associates Inc* Industrials 19.28 0.22
    Amazon.com Inc* Consumer Cyclical 34.20 0.22
    American Tower Corp* Communication Services 33.90 0.21
    Oracle Corp* Technology 28.95 0.21
    Marsh & McLennan Companies Inc* Financial Services 26.26 0.21
    Starbucks Corp* Consumer Cyclical 0.25 0.20
    Waste Connections Inc* Industrials 33.36 0.20
    Microsoft Corp* Technology 26.84 0.20

    Best 5-Year Relative Performance | More
    10-16-17

    Worst 5-Year Relative Performance | More
    10-16-17

    Lowest Expenses | More
    10-16-17

    Highest Expenses | More
    10-16-17

    Longest Manager Tenure | More
    10-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    Capital Group Core B David A. Hoag 7.50
    Capital Group Intern Gérald du Manoir 5.00
    Capital Group Global Gérald du Manoir 3.90
    Capital Group Emergi Luis Freitas de Oliv 3.30
    Capital Group US Equ Gregory D. Fuss 3.00

    Shortest Manager Tenure | More
    10-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    Capital Group CA Cor Mark Marinella 0.80
    Capital Group CA Sho Mark Marinella 0.80
    Capital Group Core M Aaron Applebaum 0.80
    Capital Group Short- Aaron Applebaum 0.80
    Capital Group US Equ Gregory D. Fuss 3.00