American Funds Fund Family Report
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  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return22.626.330.357.804.90
    Category Average20.985.18-1.096.174.91
    Assets for Each Yr*1,129.961,210.791,231.211,339.571,412.28
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 4.90 5.84 9.59

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,412,276 mil $250 64.80 35.20
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.8 37.78 0.89 Below Avg
    International Stock 4.3 24.76 1.15 Average
    Municipal Bond 4.2 1.77 0.83 Average
    Taxable Bond 2.4 6.98 0.84 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-29-17

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 5.99 1.68
    Amazon.com Inc* Consumer Cyclical 16.60 1.44
    Verizon Communications Inc* Communication Services -6.88 1.03
    Philip Morris International Inc* Consumer Defensive 25.08 1.02
    The Home Depot Inc* Consumer Cyclical 10.33 0.98
    JPMorgan Chase & Co* Financial Services 2.85 0.91
    Boeing Co* Industrials 15.01 0.86
    AbbVie Inc* Healthcare 6.05 0.82
    Schlumberger Ltd* Energy -5.69 0.75
    Texas Instruments Inc* Technology 10.99 0.72
    Intel Corp* Technology -1.21 0.72
    UnitedHealth Group Inc* Healthcare 2.52 0.72
    Coca-Cola Co* Consumer Defensive 3.21 0.71
    Lockheed Martin Corp* Industrials 8.05 0.71
    Amgen Inc* Healthcare 12.31 0.71
    Comcast Corp Class A* Communication Services 7.81 0.69
    Merck & Co Inc* Healthcare 8.90 0.65
    Chevron Corp* Energy -7.26 0.59
    General Electric Co* Industrials -5.32 0.59
    Alphabet Inc C* Technology 7.72 0.53

    Longest Manager Tenure | More
    03-29-17

    Fund Name   Manager Name Avg Manager Tenure  
    American Funds Tax-E Neil L. Langberg 22.30
    American Funds New E Timothy D. Armour 18.70
    American Funds Tax-E Neil L. Langberg 17.10
    American Funds Incom Dina N. Perry 16.30
    American High-Income Neil L. Langberg 13.50

    Shortest Manager Tenure | More
    03-29-17

    Fund Name   Manager Name Avg Manager Tenure  
    American Funds Emerg Robert H. Neithart 0.90
    American Funds Strat David A. Hoag 1.00
    American Funds Retir Alan N. Berro 1.60
    American Funds Retir Alan N. Berro 1.60
    American Funds Retir Alan N. Berro 1.60