American Funds Fund Family Report
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  • Performance
    03-31-17

    Total ReturnCategory Average
    Total Return22.636.330.367.805.99
    Category Average20.395.13-1.056.035.69
    Assets for Each Yr*1,120.751,204.821,228.251,338.921,429.23
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 5.99 6.28 9.55

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,429,230 mil $250 64.52 35.48
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.9 37.48 0.83 Below Avg
    International Stock 4.3 22.86 1.06 Below Avg
    Municipal Bond 4.2 1.76 0.74 Average
    Taxable Bond 2.4 6.95 0.78 Average
    *Doesn't include money market assets.

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

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 10.49 1.71
    Amazon.com Inc* Consumer Cyclical 22.47 1.59
    Philip Morris International Inc* Consumer Defensive 21.58 1.12
    The Home Depot Inc* Consumer Cyclical 17.10 1.03
    Verizon Communications Inc* Communication Services -10.41 0.83
    JPMorgan Chase & Co* Financial Services 2.67 0.81
    AbbVie Inc* Healthcare 7.55 0.79
    Boeing Co* Industrials 18.60 0.76
    Comcast Corp Class A* Communication Services 15.13 0.75
    Intel Corp* Technology 3.92 0.73
    UnitedHealth Group Inc* Healthcare 9.51 0.71
    Lockheed Martin Corp* Industrials 9.21 0.71
    Schlumberger Ltd* Energy -12.64 0.68
    Apple Inc* Technology 24.64 0.68
    Coca-Cola Co* Consumer Defensive 4.63 0.65
    Amgen Inc* Healthcare 12.08 0.65
    Texas Instruments Inc* Technology 12.10 0.61
    Alphabet Inc C* Technology 13.27 0.59
    Wells Fargo & Co* Financial Services -0.53 0.59
    Netflix Inc* Consumer Cyclical 23.65 0.57

    Longest Manager Tenure | More
    04-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    American Funds Tax-E Neil L. Langberg 22.40
    American Funds New E Timothy D. Armour 18.80
    American Funds Tax-E Neil L. Langberg 17.20
    American Funds Incom Dina N. Perry 16.40
    American High-Income Neil L. Langberg 13.50

    Shortest Manager Tenure | More
    04-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    American Funds Emerg Robert H. Neithart 1.00
    American Funds Strat David A. Hoag 1.10
    American Funds Retir Alan N. Berro 1.70
    American Funds Retir Alan N. Berro 1.70
    American Funds Retir Alan N. Berro 1.70