American Funds Fund Family Report
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  • Select a Fund Family
  • Performance
    05-31-18

    Total ReturnCategory Average
    Total Return6.340.357.7920.211.63
    Category Average5.12-1.096.2419.911.21
    Assets for Each Yr*1,204.241,227.461,337.931,653.151,709.22
    *billions

    Trailing Returns %
    05-31-18

      YTD 3 Year 5 Year    
    Fund Family 1.63 8.10 9.50

    Key Stats
    05-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,709,216 mil $250 57.94 42.06
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.8 36.73 0.79 Below Avg
    International Stock 3.9 23.79 1.00 Below Avg
    Municipal Bond 4.4 1.85 0.65 Average
    Taxable Bond 2.9 6.80 0.86 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-22-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 18.37 1.98
    Intel Corp* Technology 15.03 1.02
    Netflix Inc* Consumer Cyclical 114.15 0.80
    Wells Fargo & Co* Financial Services -9.81 0.79
    The Home Depot Inc* Consumer Cyclical 5.24 0.78
    UnitedHealth Group Inc* Healthcare 16.13 0.78
    Alphabet Inc C* Technology 10.42 0.77
    Verizon Communications Inc* Communication Services -3.76 0.67
    JPMorgan Chase & Co* Financial Services -0.07 0.65
    Philip Morris International Inc* Consumer Defensive -22.01 0.61
    Lockheed Martin Corp* Industrials -5.50 0.60
    Alphabet Inc A* Technology 11.00 0.51
    Boeing Co* Industrials 16.08 0.51
    DowDuPont Inc* Basic Materials -4.86 0.50
    Nike Inc B* Consumer Cyclical 18.03 0.49
    EOG Resources Inc* Energy 10.15 0.47
    CME Group Inc Class A* Financial Services 16.28 0.44
    Comcast Corp Class A* Communication Services -14.71 0.44
    Altria Group Inc* Consumer Defensive -18.19 0.41
    Abbott Laboratories* Healthcare 9.51 0.39

    Longest Manager Tenure | More
    06-22-18

    Fund Name   Manager Name Avg Manager Tenure  
    American Funds Tax-E Neil L. Langberg 23.60
    American Funds New E Timothy D. Armour 19.90
    American Funds Tax-E Neil L. Langberg 18.30
    American Funds Incom Dina N. Perry 15.20
    American Funds Ltd-T Neil L. Langberg 14.20

    Shortest Manager Tenure | More
    06-22-18

    Fund Name   Manager Name Avg Manager Tenure  
    American Funds Colle Alan N. Berro 0.40
    American Funds Emerg Robert H. Neithart 2.20
    American Funds Strat David A. Hoag 2.30
    American Funds Retir Alan N. Berro 2.80
    American Funds Retir Alan N. Berro 2.80