Purchase Restrictions: Shares of American Funds U.S. Small and Mid Cap Equity Fund ("fund") are not offered to the public. Investments in the fund may be made only by certain institutional investors, including investment companies and certain other investment vehicles and accounts managed by the fund's investment adviser and its affiliates.
Summary
Internal Prompt
A disciplined approach to growth investing.
Focuses primarily on well-managed U.S. companies of any size with sound fundamentals and that have solid long-term growth records and attractive future growth potential.
Description
Fund Objective
The fund's investment objective is to seek capital appreciation.
Distinguishing Characteristics
Takes a disciplined approach to growth investing, focusing primarily on well-managed U.S. companies with sound fundamentals. Invests in companies of any size that have solid long-term growth records and attractive future growth potential.
Types of Investments
Primarily invests in U.S. common stocks, as well as convertible preferred stocks and cash and equivalents.
Holdings Outside the U.S.
This fund may invest in securities outside the U.S. to a limited extent.
For Class A Shares, this chart tracks the total returns since the fund's inception date (Friday, September 27, 2024) through December 31, 2023. Fund returns and, if available, index returns are for calendar years except for the inception year (2024), which may not be a full calendar year. In cases where the index was launched after the fund inception, the index returns are shown in calender years.
Internal Prompt
American Funds® U.S. Small and Mid Cap Equity Fund (SMDEX)