American Funds Fund Family Report
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  • Select a Fund Family
  • Performance
    07-31-18

    Total ReturnCategory Average
    Total Return6.340.357.7920.213.76
    Category Average5.12-1.096.2419.903.31
    Assets for Each Yr*1,204.241,227.461,337.931,653.151,750.71
    *billions

    Trailing Returns %
    07-31-18

      YTD 3 Year 5 Year    
    Fund Family 3.76 9.11 9.51

    Key Stats
    07-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,750,708 mil $250 57.56 42.44
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.8 37.04 0.79 Below Avg
    International Stock 3.8 23.47 1.00 Below Avg
    Municipal Bond 4.3 1.82 0.65 Below Avg
    Taxable Bond 2.8 6.67 0.87 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-17-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 27.24 2.07
    AbbVie Inc* Healthcare 4.89 1.11
    The Home Depot Inc* Consumer Cyclical 4.27 0.87
    Alphabet Inc C* Technology 14.77 0.84
    Wells Fargo & Co* Financial Services -0.99 0.80
    Verizon Communications Inc* Communication Services 6.86 0.63
    EOG Resources Inc* Energy 6.86 0.63
    Nike Inc B* Consumer Cyclical 28.14 0.61
    JPMorgan Chase & Co* Financial Services 8.89 0.59
    Coca-Cola Co* Consumer Defensive 3.27 0.57
    Alphabet Inc A* Technology 15.42 0.57
    Philip Morris International Inc* Consumer Defensive -17.41 0.56
    DowDuPont Inc* Basic Materials -3.75 0.54
    Amgen Inc* Healthcare 15.80 0.49
    Lockheed Martin Corp* Industrials 2.55 0.46
    CME Group Inc Class A* Financial Services 16.93 0.46
    Abbott Laboratories* Healthcare 14.88 0.45
    Chevron Corp* Energy -3.22 0.41
    Merck & Co Inc* Healthcare 24.44 0.41
    Berkshire Hathaway Inc A* Financial Services 5.33 0.39

    Longest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    American Funds Tax-E Neil L. Langberg 23.70
    American Funds New E Timothy D. Armour 20.10
    American Funds Tax-E Neil L. Langberg 18.50
    American Funds Incom Dina N. Perry 15.40
    American Funds Ltd-T Neil L. Langberg 14.40

    Shortest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    American Funds Colle Alan N. Berro 0.50
    American Funds Emerg Robert H. Neithart 2.30
    American Funds Strat David A. Hoag 2.40
    American Funds Retir Alan N. Berro 3.00
    American Funds Retir Alan N. Berro 3.00