| U.S. Equities 91.3% | Non-U.S. Equities 6.0% |
| U.S. Bonds 0.0% | Non-U.S. Bonds 0.0% |
| Cash & Equivalents 2.7% |
| U.S. Equities 91.3% |
| Non-U.S. Equities 6.0% |
| U.S. Bonds 0.0% |
| Non-U.S. Bonds 0.0% |
| Cash & Equivalents 2.7% |
Overall Morningstar RatingTM Funds rated (1092) | |
3-yr. Morningstar RatingTM (1092 funds rated) | |
5-yr. Morningstar RatingTM (1030 funds rated) | |
10-yr. Morningstar RatingTM (808 funds rated) | |
Overall Morningstar Risk | LOW HIGH |
| Category | Large Value |
| Information technology 19.1% | |
| Financials 18.5% | |
| Health care 15.0% | |
| Industrials 10.9% | |
| Consumer staples 9.3% | |
| Consumer discretionary 7.2% | |
| Communication services 5.0% | |
| Energy 3.9% | |
| Utilities 3.3% | |
| Materials 2.7% | |
| Real estate 2.4% |
| Regions | Fund | S&P 500 Index | |
| United States | 93.8% | 100.0% | |
| Canada | 1.5% | 0.0% | |
| Europe | 4.7% | 0.0% | |
| Japan | 0.1% | 0.0% |
| Regions | Fund | S&P 500 Index |
| United States | 91.3% | 100.0% |
| Canada | 1.4% | 0.0% |
| Europe | 4.5% | 0.0% |
| Japan | 0.1% | 0.0% |
| Cash & Equivalents | 2.7% | -- |
| Record Date | Calculated Date | Pay Date | Income Dividend Regular | Income Dividend Special | Cap. Gains Long-Term | Cap. Gains Short-Term | Reinvest NAV |
|---|---|---|---|---|---|---|---|
| No data available for 2025 | |||||||
| Year-to-Date: | Dividends Subtotal: -- | Cap Gains Subtotal: -- | |||||
| Total Distributions: -- | |||||||
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American Funds Distributors, Inc., member FINRA.
Content contained herein is not intended to serve as impartial investment or fiduciary advice. The content has been developed by Capital Group, which receives fees for managing, distributing and/or servicing its investments.
