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American Funds U.S. Sm & Md Cp Eq R-2 (RMDEX)

10.60 +0.13 (+1.24%)
At close: November 22 at 3:00 PM EST
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  • Previous Close 10.47
  • YTD Return --
  • Expense Ratio 1.61%
  • Category Mid-Cap Blend
  • Last Cap Gain --
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets --
  • Beta (5Y Monthly) --
  • Yield --
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend --
  • Inception Date Sep 27, 2024

Under normal market conditions, the fund invests at least 80% of its assets in common stocks and other equity-type securities (such as preferred stocks, convertible preferred stocks and convertible bonds) of small and mid-capitalization companies in the United States. The fund strives to maintain a fully invested portfolio. The fund is non-diversified.

American Funds

Fund Family

Mid-Cap Blend

Fund Category

--

Net Assets

2024-09-27

Inception Date

More about American Funds U.S. Sm & Md Cp Eq R-2

Performance Overview: RMDEX

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Trailing returns as of 11/22/2024. Category is Mid-Cap Blend.

YTD Return

RMDEX
0.00%
Category
17.04%
 

1-Year Return

RMDEX
0.00%
Category
50.44%
 

3-Year Return

RMDEX
0.00%
Category
13.15%
 

5-Year Return

RMDEX
0.00%
Category
13.75%
 

Holdings: RMDEX

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Top 10 Holdings (20.39% of Total Assets)

SymbolCompany% Assets
BRO
BRO 2.47%
FCN
FCN 2.36%
DFS
DFS 2.26%
YUM
YUM 2.18%
RNR
RNR 2.15%
URI
URI 2.02%
IR
IR 1.82%
CFG
CFG 1.77%
VCTR
VCTR 1.69%
MNST
MNST 1.67%

Sector Weightings

SectorRMDEX
Industrials   20.01%
Financial Services   19.84%
Consumer Cyclical   19.21%
Technology   12.86%
Healthcare   8.69%
Consumer Defensive   7.14%
Real Estate   4.19%
Energy   3.09%
Communication Services   2.14%
Basic Materials   1.87%
Utilities   0.96%
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Recent News: RMDEX

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Research Reports: RMDEX

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