Total Return | 0.35 | 7.79 | 20.21 | -5.48 | 6.24 |
Category Average | -0.94 | 5.95 | 20.16 | -6.75 | 6.91 |
Assets for Each Yr* | 1,227.46 | 1,337.93 | 1,653.15 | 1,589.10 | 1,695.57 |
YTD | 3 Year | 5 Year | |||
---|---|---|---|---|---|
Fund Family | 6.24 | 10.74 | 7.34 | ||
Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
---|---|---|---|
$1,695,573 mil | $250 | 55.67 | 44.33 |
Asset Class | Score | % of Assets | Expense Ratio % | Expense Rating |
Domestic Stock | 3.4 | 36.66 | 0.78 | Below Avg |
International Stock | 3.7 | 22.37 | 0.99 | Below Avg |
Municipal Bond | 3.9 | 1.91 | 0.67 | Average |
Taxable Bond | 3.0 | 7.22 | 0.87 | Average |
Sector | YTD Return % | % Net Assets | ||
---|---|---|---|---|
Broadcom Inc* | Technology | 10.77 | 1.47 | |
JPMorgan Chase & Co* | Financial Services | 8.56 | 0.67 | |
Verizon Communications Inc* | Communication Services | -0.32 | 0.67 | |
CME Group Inc Class A* | Financial Services | -7.35 | 0.66 | |
Coca-Cola Co* | Consumer Defensive | -5.32 | 0.62 | |
DowDuPont Inc* | Basic Materials | 2.08 | 0.54 | |
Amgen Inc* | Healthcare | -3.21 | 0.53 | |
Nike Inc B* | Consumer Cyclical | 14.07 | 0.52 | |
Boeing Co* | Industrials | 29.71 | 0.44 | |
Comcast Corp Class A* | Communication Services | 10.28 | 0.37 | |
Wells Fargo & Co* | Financial Services | 8.14 | 0.35 | |
Altria Group Inc* | Consumer Defensive | -0.81 | 0.34 | |
Concho Resources Inc* | Energy | 17.72 | 0.31 | |
Exxon Mobil Corp* | Energy | 15.93 | 0.30 | |
Texas Instruments Inc* | Technology | 14.34 | 0.29 | |
Simon Property Group Inc* | RealEstate | 9.70 | 0.27 | |
CSX Corp* | Industrials | 16.71 | 0.26 | |
General Motors Co* | Consumer Cyclical | 18.18 | 0.25 | |
Boston Scientific Corp* | Healthcare | 12.79 | 0.24 | |
Humana Inc* | Healthcare | 6.60 | 0.24 | |
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
American Funds 2025 Trgt Dat | 1 | 02-04-19 | ||
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 |
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
American Funds ST Bd Fd of A | 85 | 01-17-19 | ||
American Funds Growth Portfo | 83 | -- | ||
American Funds Dvlpg Wld Gr& | 76 | 01-28-19 | ||
American Funds New Economy A | 75 | 07-23-18 | ||
American Funds Intl Gr and I | 70 | 09-24-18 |
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 |
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 | 0.96 | 11-30-18 |
Fund Name | Manager Name | Avg Manager Tenure | ||
---|---|---|---|---|
American Funds New E | Timothy D. Armour | 20.60 | ||
American Funds Tax-E | Neil L. Langberg | 19.00 | ||
American Funds Europ | Mark E. Denning | 14.80 | ||
American Funds Incom | Dina N. Perry | 14.40 | ||
American Funds Funda | Dina N. Perry | 14.20 |
Fund Name | Manager Name | Avg Manager Tenure | ||
---|---|---|---|---|
American Funds Colle | Alan N. Berro | 1.00 | ||
American Funds Shrt- | Aaron Applebaum | 1.30 | ||
American Funds Ltd-T | Aaron Applebaum | 2.30 | ||
American Funds Emerg | Robert H. Neithart | 2.80 | ||
American Funds Strat | David A. Hoag | 2.90 |