American Funds Fund Family Report
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  • Performance
    11-30-17

    Total ReturnCategory Average
    Total Return22.636.330.367.8018.76
    Category Average21.125.12-1.086.2218.57
    Assets for Each Yr*1,120.751,204.821,228.251,338.921,634.80
    *billions

    Trailing Returns %
    11-30-17

      YTD 3 Year 5 Year    
    Fund Family 18.76 8.15 11.17

    Key Stats
    11-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,634,795 mil $250 60.62 39.38
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 36.85 0.81 Below Avg
    International Stock 3.8 23.74 1.04 Below Avg
    Municipal Bond 4.6 1.68 0.67 Average
    Taxable Bond 2.6 6.79 0.76 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-08-17

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 37.99 1.90
    Amazon.com Inc* Consumer Cyclical 54.96 1.53
    The Home Depot Inc* Consumer Cyclical 39.45 0.99
    Philip Morris International Inc* Consumer Defensive 19.95 0.99
    AbbVie Inc* Healthcare 57.31 0.85
    UnitedHealth Group Inc* Healthcare 41.71 0.74
    Verizon Communications Inc* Communication Services 0.06 0.74
    JPMorgan Chase & Co* Financial Services 25.12 0.73
    Comcast Corp Class A* Communication Services 11.29 0.72
    Boeing Co* Industrials 87.29 0.71
    Intel Corp* Technology 22.49 0.69
    Coca-Cola Co* Consumer Defensive 12.86 0.68
    Lockheed Martin Corp* Industrials 29.36 0.68
    Alphabet Inc C* Technology 34.36 0.67
    Apple Inc* Technology 48.36 0.65
    Wells Fargo & Co* Financial Services 10.42 0.62
    Amgen Inc* Healthcare 23.12 0.61
    Netflix Inc* Consumer Cyclical 52.29 0.53
    Schlumberger Ltd* Energy -21.93 0.52
    Texas Instruments Inc* Technology 37.23 0.49

    Longest Manager Tenure | More
    12-08-17

    Fund Name   Manager Name Avg Manager Tenure  
    American Funds Tax-E Neil L. Langberg 23.00
    American Funds New E Timothy D. Armour 19.40
    American Funds Tax-E Neil L. Langberg 17.80
    American Funds Incom Dina N. Perry 14.70
    American Funds Ltd-T Neil L. Langberg 13.70

    Shortest Manager Tenure | More
    12-08-17

    Fund Name   Manager Name Avg Manager Tenure  
    American Funds Emerg Robert H. Neithart 1.60
    American Funds Strat David A. Hoag 1.70
    American Funds Retir Alan N. Berro 2.30
    American Funds Retir Alan N. Berro 2.30
    American Funds Retir Alan N. Berro 2.30