37.93 Up unch unch
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 37.93
Category Large Growth
Net Assets 9.59 Bil
Yield 0.33%
Morningstar Risk Average
Morningstar Return Above Average
  • Last NAV update 4/16/2014 4:00 PM ET
INVESTMENT OBJECTIVE
NA
The investment seeks long term growth of capital; current income is a secondary consideration. The fund invests primarily in common stocks that the investment adviser believes have the potential for growth. It normally invests in securities of companies that can benefit from innovation, exploit new technologies or provide products and services that meet the demands of an evolving global economy. The fund may invest a significant portion of its assets in issuers based outside the United States, including those based in developing countries.
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 13.40% -5.65% 24.02% 43.36% -1.86%
Value ($) 11,340.04 10,698.92 13,268.46 19,021.06 18,667.71
  • Year to date performance as of 4/15/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family American Funds
Fund Manager Timothy Armour
Tenure (Years) 23
Fund Status Open
Minimum Initial Purchase 250.00
Minimum IRA Investment 250.00
Front Load 5.75
Expense Ratio 0.83%
PERFORMANCE
Symbol Value ($)
1 Month -3.57%
3 Months -3.18%
1 Year 28.16%
3 Years* 16.14%
5 Years* 20.82%
  • * Annualized returns
  • Performance as of 4/15/2014 12:00 AM ET
PEER COMPARISON
  ANEFX Large Growth
5-Yr Return 20.82% 18.08%
Sharpe Ratio 1.19 1.94
Net Assets 9.59 Bil 743.58 Mil
Avg Market Cap 23.33 Bil 67.20 Bil
Avg P/E 17.85 24.06
Portfolio Turnover 29 73
HOLDINGS
Symbol Value ($)
Stocks 88.80%
Cash 10.00%
Fixed Income 0.00%
Other 1.20%
DATA PROVIDERS

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