American Funds Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    01-31-18

    Total ReturnCategory Average
    Total Return6.330.367.8020.194.90
    Category Average5.12-1.086.2219.894.52
    Assets for Each Yr*1,204.821,228.251,338.921,654.221,746.77
    *billions

    Trailing Returns %
    01-31-18

      YTD 3 Year 5 Year    
    Fund Family 4.90 11.16 11.43

    Key Stats
    01-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,746,774 mil $250 59.25 40.75
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.6 36.95 0.79 Below Avg
    International Stock 3.8 24.04 1.00 Below Avg
    Municipal Bond 4.6 1.75 0.65 Below Avg
    Taxable Bond 2.4 6.56 0.75 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-21-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 7.45 2.03
    Amazon.com Inc* Consumer Cyclical 26.80 1.56
    AbbVie Inc* Healthcare 22.66 1.20
    Intel Corp* Technology 0.17 0.98
    The Home Depot Inc* Consumer Cyclical -3.41 0.95
    UnitedHealth Group Inc* Healthcare 2.12 0.84
    Verizon Communications Inc* Communication Services -8.28 0.77
    Wells Fargo & Co* Financial Services -0.91 0.77
    Alphabet Inc C* Technology 6.21 0.71
    Philip Morris International Inc* Consumer Defensive -1.83 0.71
    JPMorgan Chase & Co* Financial Services 8.24 0.69
    Lockheed Martin Corp* Industrials 11.22 0.67
    Boeing Co* Industrials 20.06 0.65
    Coca-Cola Co* Consumer Defensive -5.54 0.64
    Comcast Corp Class A* Communication Services -2.20 0.59
    DowDuPont Inc* Basic Materials -0.37 0.59
    Netflix Inc* Consumer Cyclical 46.41 0.57
    Amgen Inc* Healthcare 5.66 0.53
    Alphabet Inc A* Technology 5.73 0.48
    Facebook Inc A* Technology 0.82 0.46

    Longest Manager Tenure | More
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    American Funds Tax-E Neil L. Langberg 23.20
    American Funds New E Timothy D. Armour 19.60
    American Funds Tax-E Neil L. Langberg 18.00
    American Funds Incom Dina N. Perry 14.90
    American Funds Ltd-T Neil L. Langberg 13.90

    Shortest Manager Tenure | More
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    American Funds Emerg Robert H. Neithart 1.80
    American Funds Strat David A. Hoag 1.90
    American Funds Retir Alan N. Berro 2.50
    American Funds Retir Alan N. Berro 2.50
    American Funds Retir Alan N. Berro 2.50