American Funds SMCP;R-6 (RLLGX.O)

At A Glance

You hold RLLGX.O in 0 portfolios

Net Asset Value

50.57USD

0.00 0.00%

08/22/2014

Category
World Equity
YTD Return (Cumulative)
 2.60%
Classification
GL Sm/Mid-Cap
5 Year Return (Annualized)
 15.24%
Manager Benchmark
Lipper Gl Sm/Mid Cp IX
Lipper Leader Profile (Overall)
 
 
 
 
 

Growth of $10,000 since April, 2009 »

 RLLGX.O

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund Family
Inception Date05/01/2009
Portfolio Turnover37%
Dividend Yield--
Fund ManagerTeam Managed
Manager Tenure--
American Funds
333 South Hope Street
Los Angeles, CA 90071-1406

Fees, Expenses, & Minimums

Load TypeInstitutional
Total Expense Ratio0.72%
Max 12b-1 Fee Ratio--
Early Redemption Fee--
Initial Investment$250
Subsequent Investments$50
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks long-term growth of capital. Normally, the Fund invests at least 80% of its net assets in growth-oriented common stocks and other equity-type securities of companies with small market capitalizations. Normally, the Fund will invest a significant portion of its assets outside the United States.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
96
Consistent Return
 
96
Capital Preservation
 
10927
Low Expense
 
38
Tax Efficiency (U.S. only)
 
96

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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