American Funds Fund Family Report
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    • Performance
    09-30-17

    Total ReturnCategory Average
    Total Return22.636.330.367.8014.91
    Category Average21.125.12-1.086.2314.58
    Assets for Each Yr*1,120.751,204.821,228.251,338.921,574.44
    *billions

    Trailing Returns %
    09-30-17

      YTD 3 Year 5 Year    
    Fund Family 14.91 8.09 10.66

    Key Stats
    09-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,574,437 mil $250 61.23 38.77
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 36.65 0.82 Below Avg
    International Stock 3.9 23.72 1.04 Below Avg
    Municipal Bond 4.2 1.72 0.67 Below Avg
    Taxable Bond 2.6 6.90 0.77 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-20-17

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 28.71 1.90
    Amazon.com Inc* Consumer Cyclical 31.08 1.53
    The Home Depot Inc* Consumer Cyclical 23.88 0.99
    Philip Morris International Inc* Consumer Defensive 23.15 0.99
    AbbVie Inc* Healthcare 57.55 0.85
    UnitedHealth Group Inc* Healthcare 30.98 0.74
    Verizon Communications Inc* Communication Services -2.86 0.74
    JPMorgan Chase & Co* Financial Services 17.68 0.73
    Comcast Corp Class A* Communication Services 9.17 0.72
    Boeing Co* Industrials 72.80 0.71
    Intel Corp* Technology 13.69 0.69
    Coca-Cola Co* Consumer Defensive 14.54 0.68
    Lockheed Martin Corp* Industrials 30.22 0.68
    Alphabet Inc C* Technology 28.04 0.67
    Apple Inc* Technology 36.49 0.65
    Wells Fargo & Co* Financial Services 1.74 0.62
    Amgen Inc* Healthcare 27.49 0.61
    Netflix Inc* Consumer Cyclical 56.83 0.53
    Schlumberger Ltd* Energy -22.99 0.52
    Texas Instruments Inc* Technology 32.49 0.49

    Best 5-Year Relative Performance | More
    10-20-17

    Fund Name 5-Yr Rank Analyst Report  
    American Funds 2025 Trgt Dat 1 02-09-17
    American Funds 2030 Trgt Dat 1 02-09-17
    American Funds 2035 Trgt Dat 1 02-09-17
    American Funds 2040 Trgt Dat 1 02-09-17
    American Funds 2045 Trgt Dat 1 02-09-17

    Worst 5-Year Relative Performance | More
    10-20-17

    Fund Name 5-Yr Rank Analyst Report  
    American Funds ST Bd Fd of A 88 01-31-17
    American Funds Growth Portfo 72 --
    American Funds Intl Gr and I 71 10-05-17
    American Funds Interm Bd Fd 70 02-01-17
    American Funds American High 67 11-11-16

    Lowest Expenses | More
    10-20-17

    Fund Name Expense Ratio Analyst Report  
    American Funds 2055 Trgt Dat 0.04 02-09-17
    American Funds 2015 Trgt Dat 0.07 02-09-17
    American Funds 2020 Trgt Dat 0.07 02-09-17
    American Funds 2025 Trgt Dat 0.07 02-09-17
    American Funds 2030 Trgt Dat 0.07 02-09-17

    Highest Expenses | More
    10-20-17

    Fund Name Expense Ratio Analyst Report  
    American Funds SMALLCAP Worl 1.10 02-21-17
    American Funds New World A 1.07 05-23-17
    American Funds Dvlpg Wld Gr& 0.98 02-16-17
    American Funds Emerging Mark 0.93 --
    American Funds Corporate Bon 0.87 --

    Longest Manager Tenure | More
    10-20-17

    Fund Name   Manager Name Avg Manager Tenure  
    American Funds Tax-E Neil L. Langberg 22.90
    American Funds New E Timothy D. Armour 19.30
    American Funds Tax-E Neil L. Langberg 17.60
    American Funds Incom Dina N. Perry 14.60
    American Funds Ltd-T Neil L. Langberg 13.50

    Shortest Manager Tenure | More
    10-20-17

    Fund Name   Manager Name Avg Manager Tenure  
    American Funds Emerg Robert H. Neithart 1.50
    American Funds Strat David A. Hoag 1.60
    American Funds Retir Alan N. Berro 2.10
    American Funds Retir Alan N. Berro 2.10
    American Funds Retir Alan N. Berro 2.10