
American FundsŪ U.S. Small and Mid Cap Equity Fund

Overview
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Objective
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Manager
The fund is managed by Capital Research and Management Company, one of the nation’s oldest, largest investment management firms. Since 1931, Capital Research has invested with a long-term focus based on thorough research and attention to risk.
Fund information
- Began operations: 9/27/24
- Expense ratio:* N/A
- Ticker symbol: SMDJX
You can estimate the investment expenses you’re paying annually by multiplying your balance in the fund by the expense ratio.
Past results
The bar graph below shows the fund’s annual results and illustrates the fund’s fluctuations over the past 10 years. Class F-1 shares were first offered on March 15, 2001 (on February 21, 2014, in funds in the American Funds Target Date Retirement Series). Class F-1 share results prior to the date of first sale are hypothetical based on Class A share results without a sales charge, adjusted for estimated additional annual expenses. Please see the prospectus for more information about specific expenses.
Figures shown are past results and are not predictive of results in future periods. Current and future results may be lower or higher than those shown here. For more current information and month-end results, click here. Share price and return will vary, so you may lose money. Investing for short periods makes losses more likely. Unless otherwise indicated, all results are calculated at net asset value.
Average annual total returns
Class F-1 Shares
Latest10 years | Latest5 years | Latest3 years | Latestyear | |
---|---|---|---|---|
At net asset value | - | - | N/A | - |
Class F-1 shares were first offered on March 15, 2001. Class F-1 share results prior to the date of the first sale are hypothetical based on Class A share results without a sales charge, adjusted for estimated additional annual expenses. View dates of first sale and specific expense adjustment information for Class F-1 shares. Please see the prospectus for more information about specific expenses.