Morningstar

American Funds U.S. Small & Mid Cap Equity Fund Class A SMDEX

Morningstar Medalist Rating
Medalist Rating as of | See Capital Group Investment Hub
  • NAV / 1-Day Return 12.39  /  −0.48 %
  • Total Assets 733.8M
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.810%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Mid-Cap Blend
  • Investment Style Mid Growth
  • Min. Initial Investment 250
  • Status Limited
  • TTM Yield 0.16%
  • Turnover 28%

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 11:00 PM GMT+0

Morningstar’s Analysis SMDEX

Will SMDEX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SMDEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SMDEX 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 SMDEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

American Funds U.S. Sm & Md Cp Eq 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.

by Morningstar Automated Analysis
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Portfolio Holdings SMDEX

More SMDEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Capital Group Central Cash Fund

3.85 28M
Cash and Equivalents

Bloom Energy Corp Class A

2.53 19M
Industrials

DoorDash Inc Ordinary Shares - Class A

1.74 13M
Consumer Cyclical

Comfort Systems USA Inc

1.72 13M
Industrials

WEX Inc

1.62 12M
Technology

Cerebras Systems Inc Class A

1.59 12M
Technology

RenaissanceRe Holdings Ltd

1.56 11M
Financial Services

Nike Inc Class B

1.53 11M
Consumer Cyclical

Exelon Corp

1.52 11M
Utilities

US Foods Holding Corp

1.50 11M
Consumer Defensive

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