American Funds U.S. Small & Mid Cap Equity Fund Class 529-C CMDHX Strategy
Strategy
The investment seeks capital appreciation. 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.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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|---|---|---|---|---|---|---|---|---|---|---|---|
CMDOX
| American Funds U.S. Small & Mid Cap Equity Fund Class 529-F-3 | No Load | Limited | — | $12,737.00 | 0.570% | Low | $250 | $9.21 | ||
SMDJX
| American Funds U.S. Small & Mid Cap Equity Fund Class F-1 | No Load | Limited | — | $12,648.00 | 0.890% | Average | $250 | −$24.24 | ||
SMDKX
| American Funds U.S. Small & Mid Cap Equity Fund Class F-2 | No Load | Limited | — | $12,649.00 | 0.610% | Low | $250 | −$19.97 | ||
CMDNX
| American Funds U.S. Small & Mid Cap Equity Fund Class 529-F-2 | No Load | Limited | — | $12,671.00 | 0.630% | Low | $250 | $4.87 | ||
SMDNX
| American Funds U.S. Small & Mid Cap Equity Fund Class F-3 | Institutional | Limited | — | $12,670.00 | 0.510% | Low | $1M | −$46.90 | ||
CMDDX
| American Funds U.S. Small & Mid Cap Equity Fund Class 529-A | Front Load | Limited | — | $12,676.00 | 0.970% | Low | $250 | $8.04 | ||
SMDEX
| American Funds U.S. Small & Mid Cap Equity Fund Class A | Front Load | Limited | — | $12,649.00 | 0.910% | Low | $250 | −$20.07 | ||
CMDJX
| American Funds U.S. Small & Mid Cap Equity Fund Class 529-E | Level Load | Limited | — | $12,676.00 | 1.120% | Low | $250 | $8.33 | ||
SMDGX
| American Funds U.S. Small & Mid Cap Equity Fund Class C | Level Load | Limited | — | $12,649.00 | 1.610% | Low | $250 | −$19.23 | ||
CMDHX
| American Funds U.S. Small & Mid Cap Equity Fund Class 529-C | Level Load | Limited | — | $12,676.00 | 1.670% | Below Average | $250 | $8.59 | ||
RMDLX
| American Funds U.S. Small & Mid Cap Equity Fund Class R-5 | Retirement, Large | Limited | — | $12,668.00 | 0.560% | Low | $250 | −$46.98 | ||
RMDMX
| American Funds U.S. Small & Mid Cap Equity Fund Class R-6 | Retirement, Large | Limited | — | $1.02B | 0.510% | Low | $250 | $829.66M | ||
RMDKX
| American Funds U.S. Small & Mid Cap Equity Fund Class R-5E | Retirement, Large | Limited | — | $12,668.00 | 0.660% | Below Average | $250 | −$50.10 | ||
RMDJX
| American Funds U.S. Small & Mid Cap Equity Fund Class R-4 | Retirement, Medium | Limited | — | $12,668.00 | 0.860% | Low | $250 | −$48.02 | ||
RMDHX
| American Funds U.S. Small & Mid Cap Equity Fund Class R-3 | Retirement, Medium | Limited | — | $12,668.00 | 1.160% | Below Average | $250 | −$49.47 | ||
RMDGX
| American Funds U.S. Small & Mid Cap Equity Fund Class R-2E | Retirement, Small | Limited | — | $12,669.00 | 1.310% | Low | $250 | −$49.43 | ||
RMDDX
| American Funds U.S. Small & Mid Cap Equity Fund Class R-1 | Retirement, Small | Limited | — | $12,668.00 | 1.610% | Above Average | $250 | −$46.23 | ||
RMDEX
| American Funds U.S. Small & Mid Cap Equity Fund Class R-2 | Retirement, Small | Limited | — | $12,670.00 | 1.610% | Above Average | $250 | −$48.72 |
United States