American Funds Fund Family Report
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    • Performance
    04-30-19

    Total ReturnCategory Average
    Total Return0.357.7920.21-5.4813.31
    Category Average-0.945.9420.16-6.7314.41
    Assets for Each Yr*1,227.461,337.931,653.151,589.101,821.84
    *billions

    Trailing Returns %
    04-30-19

      YTD 3 Year 5 Year    
    Fund Family 13.31 10.78 7.74

    Key Stats
    04-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,821,841 mil $250 54.88 45.12
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 36.80 0.78 Below Avg
    International Stock 3.4 22.44 0.99 Below Avg
    Municipal Bond 3.8 1.88 0.67 Average
    Taxable Bond 3.3 7.02 0.85 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-16-19

      Sector YTD Return % % Net Assets  
    Broadcom Inc* Technology 17.96 1.38
    UnitedHealth Group Inc* Healthcare -4.59 0.97
    Verizon Communications Inc* Communication Services 4.21 0.53
    DowDuPont Inc* Basic Materials -7.91 0.52
    Exxon Mobil Corp* Energy 14.46 0.41
    Pfizer Inc* Healthcare -2.96 0.41
    Gilead Sciences Inc* Healthcare 6.17 0.33
    Texas Instruments Inc* Technology 17.20 0.32
    Cigna Corp* Healthcare -19.00 0.29
    Marriott International Inc Class* Consumer Cyclical 22.44 0.27
    Northrop Grumman Corp* Industrials 24.91 0.27
    TransDigm Group Inc* Industrials 36.78 0.21
    BlackRock Inc* Financial Services 14.69 0.20
    Digital Realty Trust Inc* RealEstate 12.09 0.19
    Marsh & McLennan Companies Inc* Financial Services 21.05 0.19
    United Parcel Service Inc Class * Industrials 4.86 0.16
    Booking Holdings Inc* Consumer Cyclical 4.70 0.15
    Occidental Petroleum Corp* Energy -11.16 0.15
    Diamondback Energy Inc* Energy 19.48 0.13
    Baker Hughes, a GE Co Class A* Energy 7.72 0.13

    Best 5-Year Relative Performance | More
    05-16-19

    Fund Name 5-Yr Rank Analyst Report  
    American Funds 2030 Trgt Dat 1 02-04-19
    American Funds 2035 Trgt Dat 1 02-04-19
    American Funds 2040 Trgt Dat 1 02-04-19
    American Funds 2045 Trgt Dat 1 02-04-19
    American Funds 2050 Trgt Dat 1 02-04-19

    Worst 5-Year Relative Performance | More
    05-16-19

    Fund Name 5-Yr Rank Analyst Report  
    American Funds Growth Portfo 86 --
    American Funds ST Bd Fd of A 83 01-17-19
    American Funds Intl Gr and I 78 09-24-18
    American Funds AMCAP A 76 07-17-18
    American Funds Dvlpg Wld Gr& 76 01-28-19

    Lowest Expenses | More
    05-16-19

    Fund Name Expense Ratio Analyst Report  
    American Funds 2055 Trgt Dat 0.02 02-04-19
    American Funds 2020 Trgt Dat 0.06 02-04-19
    American Funds 2025 Trgt Dat 0.06 02-04-19
    American Funds 2030 Trgt Dat 0.06 02-04-19
    American Funds 2035 Trgt Dat 0.06 02-04-19

    Highest Expenses | More
    05-16-19

    Fund Name Expense Ratio Analyst Report  
    American Funds SMALLCAP Worl 1.04 01-31-19
    American Funds Emerging Mark 1.01 --
    American Funds New World A 0.99 02-05-19
    American Funds Retire Inc Po 0.97 --
    American Funds Capital World 0.94 11-30-18

    Longest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    American Funds New E Timothy D. Armour 20.80
    American Funds Tax-E Neil L. Langberg 19.20
    American Funds Europ Mark E. Denning 15.00
    American Funds Incom Dina N. Perry 14.70
    American Funds Invmt James B. Lovelace 13.60

    Shortest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    American Funds Colle Alan N. Berro 1.30
    American Funds Shrt- Aaron Applebaum 1.50
    American Funds Emerg Robert H. Neithart 2.10
    American Funds Ltd-T Aaron Applebaum 2.50
    American Funds Strat David A. Hoag 3.20