American Funds Fund Family Report
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  • Select a Fund Family
  • Performance
    04-30-17

    Total ReturnCategory Average
    Total Return22.636.330.367.807.54
    Category Average21.125.12-1.096.247.55
    Assets for Each Yr*1,120.751,204.821,228.251,338.921,455.32
    *billions

    Trailing Returns %
    04-30-17

      YTD 3 Year 5 Year    
    Fund Family 7.54 6.64 9.86

    Key Stats
    04-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,455,319 mil $250 63.78 36.22
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.8 37.31 0.82 Below Avg
    International Stock 4.2 23.11 1.06 Below Avg
    Municipal Bond 4.2 1.75 0.74 Average
    Taxable Bond 2.4 6.93 0.78 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-26-17

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 13.84 1.71
    Amazon.com Inc* Consumer Cyclical 32.79 1.59
    Philip Morris International Inc* Consumer Defensive 32.11 1.12
    The Home Depot Inc* Consumer Cyclical 16.19 1.03
    Verizon Communications Inc* Communication Services -12.94 0.83
    JPMorgan Chase & Co* Financial Services 0.06 0.81
    AbbVie Inc* Healthcare 7.54 0.79
    Boeing Co* Industrials 21.68 0.76
    Comcast Corp Class A* Communication Services 18.95 0.75
    Intel Corp* Technology 1.44 0.73
    UnitedHealth Group Inc* Healthcare 11.30 0.71
    Lockheed Martin Corp* Industrials 14.22 0.71
    Schlumberger Ltd* Energy -15.91 0.68
    Apple Inc* Technology 33.66 0.68
    Coca-Cola Co* Consumer Defensive 10.37 0.65
    Amgen Inc* Healthcare 7.59 0.65
    Texas Instruments Inc* Technology 12.54 0.61
    Alphabet Inc C* Technology 25.87 0.59
    Wells Fargo & Co* Financial Services -3.52 0.59
    Netflix Inc* Consumer Cyclical 31.20 0.57

    Longest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    American Funds Tax-E Neil L. Langberg 22.50
    American Funds New E Timothy D. Armour 18.90
    American Funds Tax-E Neil L. Langberg 17.20
    American Funds Incom Dina N. Perry 16.50
    American High-Income Neil L. Langberg 13.60

    Shortest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    American Funds Emerg Robert H. Neithart 1.10
    American Funds Strat David A. Hoag 1.20
    American Funds Retir Alan N. Berro 1.70
    American Funds Retir Alan N. Berro 1.70
    American Funds Retir Alan N. Berro 1.70