American Funds Fund Family Report
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  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return0.357.7920.21-5.4812.92
    Category Average-0.945.9420.16-6.7314.20
    Assets for Each Yr*1,227.461,337.931,653.151,589.101,826.07
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 12.92 9.03 6.69

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,826,073 mil $250 53.88 46.12
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 35.95 0.77 Below Avg
    International Stock 3.6 21.89 0.99 Below Avg
    Municipal Bond 4.3 2.04 0.67 Average
    Taxable Bond 3.0 7.52 0.85 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    American Funds New E Timothy D. Armour 21.20
    American Funds Tax-E Neil L. Langberg 19.50
    American Funds Europ Mark E. Denning 15.30
    American Funds Invmt James B. Lovelace 13.90
    American Funds Capit James B. Lovelace 12.90

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    American Funds Colle Alan N. Berro 1.60
    American Funds Shrt- Aaron Applebaum 1.80
    American Funds Emerg Robert H. Neithart 2.50
    American Funds Ltd-T Aaron Applebaum 2.80
    American Funds Strat David A. Hoag 3.50