American Funds Fund Family Report
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  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return6.330.367.8020.190.12
    Category Average5.12-1.086.2219.89-0.29
    Assets for Each Yr*1,204.821,228.251,338.921,654.221,675.09
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family 0.12 8.39 9.84

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,675,085 mil $250 58.53 41.47
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.7 36.37 0.78 Below Avg
    International Stock 3.8 24.01 1.00 Below Avg
    Municipal Bond 4.6 1.86 0.65 Below Avg
    Taxable Bond 2.9 6.90 0.86 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-20-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 11.55 1.98
    Amazon.com Inc* Consumer Cyclical 30.61 1.42
    AbbVie Inc* Healthcare -2.52 1.17
    Intel Corp* Technology 12.28 1.02
    Netflix Inc* Consumer Cyclical 70.75 0.80
    Wells Fargo & Co* Financial Services -12.72 0.79
    The Home Depot Inc* Consumer Cyclical -6.06 0.78
    UnitedHealth Group Inc* Healthcare 6.96 0.78
    Alphabet Inc C* Technology 2.54 0.77
    Verizon Communications Inc* Communication Services -7.27 0.67
    JPMorgan Chase & Co* Financial Services 5.28 0.65
    Philip Morris International Inc* Consumer Defensive -19.22 0.61
    Coca-Cola Co* Consumer Defensive -3.81 0.61
    Lockheed Martin Corp* Industrials 10.26 0.60
    Boeing Co* Industrials 15.42 0.51
    Alphabet Inc A* Technology 2.27 0.51
    DowDuPont Inc* Basic Materials -6.74 0.50
    Nike Inc B* Consumer Cyclical 5.98 0.49
    Amgen Inc* Healthcare -0.59 0.48
    Facebook Inc A* Technology -5.77 0.47

    Longest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    American Funds Tax-E Neil L. Langberg 23.40
    American Funds New E Timothy D. Armour 19.80
    American Funds Tax-E Neil L. Langberg 18.10
    American Funds Incom Dina N. Perry 15.10
    American Funds Ltd-T Neil L. Langberg 14.00

    Shortest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    American Funds Colle Alan N. Berro 0.20
    American Funds Emerg Robert H. Neithart 2.00
    American Funds Strat David A. Hoag 2.10
    American Funds Retir Alan N. Berro 2.60
    American Funds Retir Alan N. Berro 2.60