American Funds Fund Family Report
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    • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return6.330.367.8020.190.12
    Category Average5.12-1.086.2219.89-0.29
    Assets for Each Yr*1,204.821,228.251,338.921,654.221,675.09
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family 0.12 8.39 9.84

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,675,085 mil $250 58.53 41.47
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.7 36.37 0.78 Below Avg
    International Stock 3.8 24.01 1.00 Below Avg
    Municipal Bond 4.6 1.86 0.65 Below Avg
    Taxable Bond 2.9 6.90 0.86 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-20-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 11.55 1.98
    Amazon.com Inc* Consumer Cyclical 30.61 1.42
    AbbVie Inc* Healthcare -2.52 1.17
    Intel Corp* Technology 12.28 1.02
    Netflix Inc* Consumer Cyclical 70.75 0.80
    Wells Fargo & Co* Financial Services -12.72 0.79
    The Home Depot Inc* Consumer Cyclical -6.06 0.78
    UnitedHealth Group Inc* Healthcare 6.96 0.78
    Alphabet Inc C* Technology 2.54 0.77
    Verizon Communications Inc* Communication Services -7.27 0.67
    JPMorgan Chase & Co* Financial Services 5.28 0.65
    Philip Morris International Inc* Consumer Defensive -19.22 0.61
    Coca-Cola Co* Consumer Defensive -3.81 0.61
    Lockheed Martin Corp* Industrials 10.26 0.60
    Boeing Co* Industrials 15.42 0.51
    Alphabet Inc A* Technology 2.27 0.51
    DowDuPont Inc* Basic Materials -6.74 0.50
    Nike Inc B* Consumer Cyclical 5.98 0.49
    Amgen Inc* Healthcare -0.59 0.48
    Facebook Inc A* Technology -5.77 0.47

    Best 5-Year Relative Performance | More
    04-20-18

    Fund Name 5-Yr Rank Analyst Report  
    American Funds 2025 Trgt Dat 1 02-06-18
    American Funds 2030 Trgt Dat 1 02-06-18
    American Funds 2035 Trgt Dat 1 02-06-18
    American Funds 2040 Trgt Dat 1 02-06-18
    American Funds 2045 Trgt Dat 1 02-06-18

    Worst 5-Year Relative Performance | More
    04-20-18

    Fund Name 5-Yr Rank Analyst Report  
    American Funds ST Bd Fd of A 88 01-24-18
    American Funds Interm Bd Fd 82 01-24-18
    American Funds Growth Portfo 77 --
    American Funds Cnsrv Gr & In 74 12-27-17
    American Funds Intl Gr and I 67 10-05-17

    Lowest Expenses | More
    04-20-18

    Fund Name Expense Ratio Analyst Report  
    American Funds 2055 Trgt Dat 0.02 02-06-18
    American Funds 2010 Trgt Dat 0.06 02-06-18
    American Funds 2015 Trgt Dat 0.06 02-06-18
    American Funds 2020 Trgt Dat 0.06 02-06-18
    American Funds 2025 Trgt Dat 0.06 02-06-18

    Highest Expenses | More
    04-20-18

    Fund Name Expense Ratio Analyst Report  
    American Funds SMALLCAP Worl 1.07 02-08-18
    American Funds New World A 1.04 02-12-18
    American Funds Emerging Mark 1.01 --
    American Funds Capital World 0.96 12-19-17
    American Funds Dvlpg Wld Gr& 0.94 02-05-18

    Longest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    American Funds Tax-E Neil L. Langberg 23.40
    American Funds New E Timothy D. Armour 19.80
    American Funds Tax-E Neil L. Langberg 18.10
    American Funds Incom Dina N. Perry 15.10
    American Funds Ltd-T Neil L. Langberg 14.00

    Shortest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    American Funds Colle Alan N. Berro 0.20
    American Funds Emerg Robert H. Neithart 2.00
    American Funds Strat David A. Hoag 2.10
    American Funds Retir Alan N. Berro 2.60
    American Funds Retir Alan N. Berro 2.60