American Funds Fund Family Report
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    • Performance
    01-31-10

    Total ReturnCategory Average
    Total Return16.7110.61-33.3529.27-3.33
    Category Average14.299.34-35.7129.03-3.21
    Assets for Each Yr*977.641,157.66753.32888.72888.56
    *billions

    Trailing Returns %
    01-31-10

      YTD 3 Year 5 Year    
    Fund Family -3.33 -3.07 3.59

    Key Stats
    01-31-10

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $888,555 mil $250 80.64 19.36
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 38.37 0.96 Below Avg
    International Stock 4.1 28.31 1.19 Below Avg
    Municipal Bond 2.3 1.97 0.81 Average
    Taxable Bond 2.3 9.62 0.97 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-08-10

      Sector YTD Return % % Net Assets  
    Microsoft Corporation* Software -9.06 1.99
    Merck & Co., Inc.* Healthcare 0.14 1.27
    Oracle Corporation* Software -5.54 1.17
    AT&T, Inc.* Telecommunications -9.38 1.07
    Google, Inc.* Telecommunications -13.95 0.96
    Philip Morris International Inc* Consumer Goods -5.52 0.93
    Coca-Cola Company* Consumer Goods -7.63 0.79
    Verizon Communications Inc.* Telecommunications -12.93 0.74
    Chevron Corporation* Energy -8.91 0.64
    Cisco Systems, Inc.* Hardware -1.84 0.64
    McDonald's Corporation* Consumer Services 0.77 0.62
    United Technologies* Industrial Materials -5.78 0.58
    J.P. Morgan Chase & Co.* Financial Services -9.41 0.56
    ConocoPhillips* Energy -7.24 0.54
    Medtronic, Inc.* Healthcare -4.51 0.54
    Wells Fargo Company* Financial Services -1.89 0.54
    Apple, Inc.* Hardware -7.88 0.52
    Boeing Company* Industrial Materials 7.72 0.51
    Hewlett-Packard Company* Hardware -7.61 0.48
    Schlumberger, Ltd.* Energy -4.56 0.47

    Best 5-Year Relative Performance | More
    02-08-10

    Fund Name 5-Yr Rank Analyst Report  
    American Funds Fundamental I 4 09-24-09
    American Funds EuroPacific G 8 12-10-09
    American Funds New Perspecti 11 01-25-10
    American Funds New Economy A 12 10-19-09
    American Funds American Mutu 13 09-16-09

    Worst 5-Year Relative Performance | More
    02-08-10

    Fund Name 5-Yr Rank Analyst Report  
    American Funds Bond Fund of 83 11-12-09
    American Funds Tax-Exempt MD 72 --
    American Funds New World A 64 10-01-09
    American Funds Interm Bond F 62 12-17-09
    American Funds Tax-Exempt Bo 61 01-04-10

    Lowest Expenses | More
    02-08-10

    Fund Name Expense Ratio Analyst Report  
    American Funds Tax-Exempt Bo 0.56 01-04-10
    American Funds Invmt Co of A 0.57 09-25-09
    American Funds American Bala 0.59 08-24-09
    American Funds Fundamental I 0.61 09-24-09
    American Funds Tax-Exempt CA 0.62 08-06-09

    Highest Expenses | More
    02-08-10

    Fund Name Expense Ratio Analyst Report  
    American Funds SMALLCAP Worl 1.24 01-26-10
    American Funds New World A 1.17 10-01-09
    American Funds New Economy A 0.94 10-19-09
    American Funds Capital World 0.86 08-13-09
    American Funds New Perspecti 0.84 01-25-10

    Longest Manager Tenure | More
    02-08-10

    Fund Name   Manager Name Avg Manager Tenure  
    American Funds Bond Abner D. Goldstine 18.50
    American Funds Capit James R. Mulally 18.50
    American Funds Tax-E Neil L. Langberg 16.20
    American Funds Ameri David C. Barclay 15.40
    American Funds Ltd-T Neil L. Langberg 15.20

    Shortest Manager Tenure | More
    02-08-10

    Fund Name   Manager Name Avg Manager Tenure  
    American Funds Intl Carl M. Kawaja 1.40
    American Funds Trgt Alan N. Berro 3.00
    American Funds Trgt Alan N. Berro 3.00
    American Funds Trgt Alan N. Berro 3.00
    American Funds Trgt Alan N. Berro 3.00