Effective July 1, 2020, Samir Parekh and Renaud Samyn will replace Claudia Huntington and Noriko Honda Chen on American Funds SMALLCAP World’s 16-person portfolio management team. The changes do not alter the strategy’s Morningstar Analyst Rating range of Silver to Bronze across its 17 share classes.
Will RSLBX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RSLBX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the RSLBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of RSLBX’s parent organization’s priorities and whether they’re in line with investors’ interests.