Morningstar

American Funds U.S. Small & Mid Cap Equity Fund Class F-2 SMDKX

Morningstar Medalist Rating
Medalist Rating as of | See Capital Group Investment Hub
  • NAV / 1-Day Return 12.46  /  −0.80 %
  • Total Assets 733.8M
  • Adj. Expense Ratio
    0.610%
  • Expense Ratio 0.810%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 250
  • Status Limited
  • TTM Yield 0.16%
  • Turnover 28%

USD | NAV as of Jul 15, 2026 | 1-Day Return as of Jul 15, 2026, 10:15 PM GMT+0

Morningstar’s Analysis SMDKX

Will SMDKX 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 SMDKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SMDKX 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 SMDKX’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 F-2 holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SMDKX

More SMDKX Holdings
  • 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

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