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 58.04 41.96
    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
    06-15-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 18.04 1.98
    Amazon.com Inc* Consumer Cyclical 46.73 1.42
    AbbVie Inc* Healthcare 4.68 1.17
    Intel Corp* Technology 20.69 1.02
    Netflix Inc* Consumer Cyclical 104.20 0.80
    Wells Fargo & Co* Financial Services -8.09 0.79
    The Home Depot Inc* Consumer Cyclical 6.90 0.78
    UnitedHealth Group Inc* Healthcare 16.86 0.78
    Alphabet Inc C* Technology 10.12 0.77
    Verizon Communications Inc* Communication Services -6.97 0.67
    JPMorgan Chase & Co* Financial Services 1.95 0.65
    Philip Morris International Inc* Consumer Defensive -21.49 0.61
    Coca-Cola Co* Consumer Defensive -2.14 0.61
    Lockheed Martin Corp* Industrials -2.15 0.60
    Boeing Co* Industrials 22.51 0.51
    Alphabet Inc A* Technology 10.05 0.51
    DowDuPont Inc* Basic Materials -3.81 0.50
    Nike Inc B* Consumer Cyclical 21.89 0.49
    Amgen Inc* Healthcare 7.91 0.48
    Facebook Inc A* Technology 10.99 0.47

    Longest Manager Tenure | More
    06-15-18

    Fund Name   Manager Name Avg Manager Tenure  
    American Funds Tax-E Neil L. Langberg 23.50
    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
    06-15-18

    Fund Name   Manager Name Avg Manager Tenure  
    American Funds Colle Alan N. Berro 0.30
    American Funds Emerg Robert H. Neithart 2.10
    American Funds Strat David A. Hoag 2.20
    American Funds Retir Alan N. Berro 2.80
    American Funds Retir Alan N. Berro 2.80