American Funds U.S. Sm & Md Cp Eq 529-C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
American Funds U.S. Small & Mid Cap Equity Fund Class 529-C CMDHX
- NAV / 1-Day Return 12.04 / −0.08 %
- Total Assets 686.7M
-
Adj. Expense Ratio
1.670%
- Expense Ratio 0.870%
- Distribution Fee Level Below Average
- Share Class Type Level 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 08, 2026 | 1-Day Return as of Jun 08, 2026, 11:44 PM GMT+0
Morningstar’s Analysis CMDHX
Will CMDHX 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 CMDHX 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 CMDHX’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