American Funds Fund Family Report
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  • Select a Fund Family
  • Performance
    07-31-17

    Total ReturnCategory Average
    Total Return22.636.330.367.8012.54
    Category Average21.125.12-1.086.2312.27
    Assets for Each Yr*1,120.751,204.821,228.251,338.921,537.01
    *billions

    Trailing Returns %
    07-31-17

      YTD 3 Year 5 Year    
    Fund Family 12.54 7.58 11.05

    Key Stats
    07-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,537,005 mil $250 62.12 37.88
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.7 36.85 0.82 Below Avg
    International Stock 4.1 23.66 1.05 Below Avg
    Municipal Bond 4.2 1.72 0.74 Average
    Taxable Bond 2.8 6.89 0.77 Average
    *Doesn't include money market assets.

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

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 18.39 1.90
    Amazon.com Inc* Consumer Cyclical 28.10 1.53
    The Home Depot Inc* Consumer Cyclical 12.95 0.99
    Philip Morris International Inc* Consumer Defensive 28.99 0.99
    AbbVie Inc* Healthcare 14.61 0.85
    UnitedHealth Group Inc* Healthcare 21.27 0.74
    Verizon Communications Inc* Communication Services -7.04 0.74
    JPMorgan Chase & Co* Financial Services 6.77 0.73
    Comcast Corp Class A* Communication Services 17.55 0.72
    Boeing Co* Industrials 54.07 0.71
    Intel Corp* Technology -0.81 0.69
    Coca-Cola Co* Consumer Defensive 12.40 0.68
    Lockheed Martin Corp* Industrials 22.05 0.68
    Alphabet Inc C* Technology 18.03 0.67
    Apple Inc* Technology 37.88 0.65
    Wells Fargo & Co* Financial Services -3.92 0.62
    Amgen Inc* Healthcare 17.13 0.61
    Netflix Inc* Consumer Cyclical 34.16 0.53
    Schlumberger Ltd* Energy -23.73 0.52
    Texas Instruments Inc* Technology 11.90 0.49

    Longest Manager Tenure | More
    08-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    American Funds Tax-E Neil L. Langberg 22.70
    American Funds New E Timothy D. Armour 19.10
    American Funds Tax-E Neil L. Langberg 17.50
    American Funds Incom Dina N. Perry 16.70
    American High-Income Neil L. Langberg 13.90

    Shortest Manager Tenure | More
    08-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    American Funds Emerg Robert H. Neithart 1.30
    American Funds Strat David A. Hoag 1.40
    American Funds Retir Alan N. Berro 2.00
    American Funds Retir Alan N. Berro 2.00
    American Funds Retir Alan N. Berro 2.00