American Funds Fund Family Report
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    • Performance
    04-30-13

    Total ReturnCategory Average
    Total Return29.0611.54-2.1315.709.00
    Category Average29.1212.98-3.6214.068.20
    Assets for Each Yr*920.34966.08863.82935.991,019.66
    *billions

    Trailing Returns %
    04-30-13

      YTD 3 Year 5 Year    
    Fund Family 9.00 10.06 4.08

    Key Stats
    04-30-13

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,019,660 mil $250 76.74 23.26
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 36.10 0.95 Below Avg
    International Stock 4.1 28.14 0.95 Below Avg
    Municipal Bond 2.7 1.98 0.79 Average
    Taxable Bond 2.4 8.90 0.82 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-16-13

      Sector YTD Return % % Net Assets  
    Home Depot, Inc.* Consumer Cyclical 24.72 1.59
    Gilead Sciences Inc* Healthcare 49.65 1.20
    Philip Morris International, Inc* Consumer Defensive 15.12 1.15
    Amazon.com Inc* Consumer Cyclical 5.28 1.04
    Chevron Corp* Energy 15.28 0.87
    Verizon Communications Inc* Communication Services 25.33 0.86
    Microsoft Corporation* Technology 29.32 0.83
    Google, Inc. Class A* Technology 27.78 0.78
    Merck & Co Inc* Healthcare 14.31 0.76
    Texas Instruments, Inc.* Technology 20.07 0.70
    Oracle Corporation* Technology 3.15 0.69
    Amgen Inc* Healthcare 22.87 0.67
    Union Pacific Corp* Industrials 25.46 0.66
    General Electric Co* Industrials 11.77 0.63
    Boeing Co* Industrials 29.45 0.61
    Altria Group Inc.* Consumer Defensive 19.66 0.60
    Comcast Corp Class A* Communication Services 15.27 0.59
    Bristol-Myers Squibb Company* Healthcare 33.38 0.59
    Wells Fargo & Co* Financial Services 16.47 0.53
    AT&T Inc* Communication Services 13.56 0.52

    Best 5-Year Relative Performance | More
    05-16-13

    Fund Name 5-Yr Rank Analyst Report  
    American Funds American Bala 8 11-14-12
    American Funds Trgt Date Ret 8 03-08-13
    American Funds Trgt Date Ret 10 03-08-13
    American Funds AMCAP A 12 10-23-12
    American Funds Trgt Date Ret 12 03-08-13

    Worst 5-Year Relative Performance | More
    05-16-13

    Fund Name 5-Yr Rank Analyst Report  
    American Funds Bond Fund of 91 05-24-12
    American Funds ST Bd Fd of A 91 05-07-13
    American Funds Ltd-Term Tx-E 71 06-06-12
    American Funds American Hi I 68 06-13-12
    American Funds Growth Fund o 63 07-18-12

    Lowest Expenses | More
    05-16-13

    Fund Name Expense Ratio Analyst Report  
    American Funds College 2015 0.08 --
    American Funds College 2018 0.08 --
    American Funds College 2021 0.08 --
    American Funds College 2024 0.08 --
    American Funds College 2027 0.08 --

    Highest Expenses | More
    05-16-13

    Fund Name Expense Ratio Analyst Report  
    American Funds SMALLCAP Worl 1.14 03-28-13
    American Funds New World A 1.07 08-06-12
    American Funds Intl Gr And I 1.00 02-25-13
    American Funds Global Balanc 0.98 02-20-13
    American Funds Capital World 0.89 08-15-11

    Longest Manager Tenure | More
    05-16-13

    Fund Name   Manager Name Avg Manager Tenure  
    American Funds Tax-E Neil L. Langberg 19.50
    American Funds Ltd-T Neil L. Langberg 18.50
    American Funds Tax-E Neil L. Langberg 18.50
    American Funds Capit James R. Mulally 16.10
    American Funds New E Timothy D. Armour 14.80

    Shortest Manager Tenure | More
    05-16-13

    Fund Name   Manager Name Avg Manager Tenure  
    American Funds Colle Alan N. Berro 0.70
    American Funds Colle Alan N. Berro 0.70
    American Funds Colle Alan N. Berro 0.70
    American Funds Colle Alan N. Berro 0.70
    American Funds Colle Alan N. Berro 0.70