American Funds U.S. Sm & Md Cp Eq 529-A holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
American Funds U.S. Small & Mid Cap Equity Fund Class 529-A CMDDX
- NAV / 1-Day Return 12.41 / −0.08 %
- Total Assets 686.7M
-
Adj. Expense Ratio
0.970%
- Expense Ratio 0.870%
- Distribution Fee Level Low
- Share Class Type Front Load
- Category Mid-Cap Blend
- Investment Style Mid Blend
- Min. Initial Investment 250
- Status Limited
- TTM Yield 0.11%
- Turnover 28%
USD | NAV as of Jun 16, 2026 | 1-Day Return as of Jun 16, 2026, 10:27 PM GMT+0
Morningstar’s Analysis CMDDX
Will CMDDX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the CMDDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of CMDDX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 17.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
US Foods Holding Corp | 2.51 | 9M | Consumer Defensive |
Exelon Corp | 1.98 | 7M | Utilities |
Vail Resorts Inc | 1.90 | 7M | Consumer Cyclical |
RenaissanceRe Holdings Ltd | 1.88 | 7M | Financial Services |
Capital Group Central Cash Fund | 1.86 | 7M | Cash and Equivalents |
Comfort Systems USA Inc | 1.82 | 7M | Industrials |
Brown & Brown Inc | 1.76 | 6M | Financial Services |
LKQ Corp | 1.72 | 6M | Consumer Cyclical |
Yum Brands Inc | 1.47 | 5M | Consumer Cyclical |
Ciena Corp | 1.46 | 5M | Technology |
United States