American Funds U.S. Small & Mid Cap Equity Fund Class 529-F-2 CMDNX
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.
Ticker | Name | Share Class Type | Investment Status | Morningstar Rating for Funds Overall | Medalist Rating Overall | Inception Date | Total Net Assets for Share Class | Adjusted Expense Ratio | Fee Level Distribution | Minimum Initial Investment | 1-Year Net Flow |
|---|---|---|---|---|---|---|---|---|---|---|---|
CMDOX | American Funds U.S. Small & Mid Cap Equity Fund Class 529-F-3 | No Load | Limited | — | $12,552.00 | 0.560% | Low | $250 | −$3.97 | ||
SMDJX | American Funds U.S. Small & Mid Cap Equity Fund Class F-1 | No Load | Limited | — | $12,461.00 | 0.890% | Average | $250 | −$17.52 | ||
CMDNX | American Funds U.S. Small & Mid Cap Equity Fund Class 529-F-2 | No Load | Limited | — | $12,483.00 | 0.620% | Low | $250 | $3.22 | ||
SMDKX | American Funds U.S. Small & Mid Cap Equity Fund Class F-2 | No Load | Limited | — | $12,461.00 | 0.610% | Low | $250 | −$23.25 | ||
SMDNX | American Funds U.S. Small & Mid Cap Equity Fund Class F-3 | Institutional | Limited | — | $12,487.00 | 0.510% | Low | $1M | −$50.55 | ||
CMDDX | American Funds U.S. Small & Mid Cap Equity Fund Class 529-A | Front Load | Limited | — | $12,486.00 | 0.960% | Low | $250 | −$4.83 | ||
SMDEX | American Funds U.S. Small & Mid Cap Equity Fund Class A | Front Load | Limited | — | $12,461.00 | 0.910% | Low | $250 | −$23.35 | ||
CMDJX | American Funds U.S. Small & Mid Cap Equity Fund Class 529-E | Level Load | Limited | — | $12,486.00 | 1.110% | Low | $250 | −$4.22 | ||
SMDGX | American Funds U.S. Small & Mid Cap Equity Fund Class C | Level Load | Limited | — | $12,461.00 | 1.610% | Low | $250 | −$22.49 | ||
CMDHX | American Funds U.S. Small & Mid Cap Equity Fund Class 529-C | Level Load | Limited | — | $12,486.00 | 1.660% | Below Average | $250 | −$4.28 | ||
RMDLX | American Funds U.S. Small & Mid Cap Equity Fund Class R-5 | Retirement, Large | Limited | — | $12,485.00 | 0.560% | Low | $250 | −$40.21 | ||
RMDMX | American Funds U.S. Small & Mid Cap Equity Fund Class R-6 | Retirement, Large | Limited | — | $1.31B | 0.510% | Low | $250 | $831.01M | ||
RMDKX | American Funds U.S. Small & Mid Cap Equity Fund Class R-5E | Retirement, Large | Limited | — | $12,485.00 | 0.660% | Below Average | $250 | −$43.38 | ||
RMDJX | American Funds U.S. Small & Mid Cap Equity Fund Class R-4 | Retirement, Medium | Limited | — | $12,485.00 | 0.860% | Low | $250 | −$41.31 | ||
RMDHX | American Funds U.S. Small & Mid Cap Equity Fund Class R-3 | Retirement, Medium | Limited | — | $12,485.00 | 1.160% | Below Average | $250 | −$42.76 | ||
RMDGX | American Funds U.S. Small & Mid Cap Equity Fund Class R-2E | Retirement, Small | Limited | — | $12,486.00 | 1.310% | Low | $250 | −$52.47 | ||
RMDDX | American Funds U.S. Small & Mid Cap Equity Fund Class R-1 | Retirement, Small | Limited | — | $12,485.00 | 1.610% | Above Average | $250 | −$39.43 | ||
RMDEX | American Funds U.S. Small & Mid Cap Equity Fund Class R-2 | Retirement, Small | Limited | — | $12,487.00 | 1.610% | Above Average | $250 | −$51.80 |
United States