American Funds Fund Family Report
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    • Performance
    01-31-19

    Total ReturnCategory Average
    Total Return0.357.7920.21-5.486.24
    Category Average-0.945.9520.16-6.756.91
    Assets for Each Yr*1,227.461,337.931,653.151,589.101,695.57
    *billions

    Trailing Returns %
    01-31-19

      YTD 3 Year 5 Year    
    Fund Family 6.24 10.74 7.34

    Key Stats
    01-31-19

    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
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-19-19

      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

    Best 5-Year Relative Performance | More
    02-19-19

    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

    Worst 5-Year Relative Performance | More
    02-19-19

    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

    Lowest Expenses | More
    02-19-19

    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
    02-19-19

    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

    Longest Manager Tenure | More
    02-19-19

    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

    Shortest Manager Tenure | More
    02-19-19

    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