Returns shown at net asset value NAV have all distributions reinvested. If a sales charge had been deducted, the results would have been lower. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses , which can be obtained from a financial professional and should be read carefully before investing.
There may have been periods when the results lagged the index es. The indexes are unmanaged and, therefore, have no expenses.
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Returns for less than one year are not annualized, but calculated as cumulative total returns. This information is provided in detail in the shareholder reports. American Funds Distributors, Inc. Use of this website is intended for U.
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Dividend Income and Appreciation. Vehicle: Mutual Fund Share Class. A disciplined approach to growth-and-income investing. Uses strict eligibility criteria to screen for companies across a broad array of industries with strong balance sheets and consistent dividends. Seeks to be fully invested and avoids companies that primarily derive revenue from alcohol or tobacco products.
Portfolio Managers 9. Expense Ratio 0. Prospectus PDF. Returns at NAV. Read important investment disclosures. Returns at MOP. Asset Mix. For Class A Shares, this chart tracks the year standard deviation and year annualized return of the equity funds. Market Capitalization. Morningstar Ownership Zone TM. Large Blend. The fund's investment objective is to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing.
Distinguishing Characteristics. A disciplined approach to investing that uses strict eligibility criteria to screen for companies across a broad array of industries with strong balance sheets and consistent dividends. The strategy seeks to be fully invested and avoids companies that primarily derive revenue from alcohol or tobacco products. Types of Investments. Primarily invests in common stocks and securities convertible into common stocks. Holdings Outside the U. 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. Investment results reflect the deduction of applicable fees and expenses and the reinvestment of all distributions. Uses strict eligibility criteria to screen for companies across a broad array of industries with strong balance sheets and consistent dividends.
Seeks to be fully invested and avoids companies that primarily derive revenue from alcohol or tobacco products. Portfolio Managers 9. Expense Ratio 0. Prospectus PDF. Returns at NAV. Read important investment disclosures. Returns with Sales Charge. Asset Mix.
Growth of 10K. Market Capitalization. Morningstar Ownership Zone TM. Large Blend. Fund Objective. The fund's investment objective is to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing. Distinguishing Characteristics. A disciplined approach to investing that uses strict eligibility criteria to screen for companies across a broad array of industries with strong balance sheets and consistent dividends.
The strategy seeks to be fully invested and avoids companies that primarily derive revenue from alcohol or tobacco products. Types of Investments. Primarily invests in common stocks and securities convertible into common stocks. Holdings Outside the U. Fund Facts. For Class A Shares, this chart tracks the year standard deviation and year annualized return of the equity funds. Portfolio Management. Alan N.
Berro 35 30 Mark L. Casey 21 21 5. Brady L. Enright 30 24 5. Irfan M. Furniturewala 21 20 6. Jeffrey T. Lager 26 25 Jin Lee 25 24 7. Eric H. Stern 32 30 7. Diana Wagner 25 21 7. Alan J. Wilson 36 30 8. Berro 24 30 35 Mark L. Casey 5 21 Brady L. Enright 5 24 30 Irfan M. Furniturewala 6 20 21 Jeffrey T. Lager 17 25 26 Jin Lee 7 24 25 Eric H. Stern 7 30 32 Diana Wagner 7 21 25 Alan J.
Wilson 8 30 A boldface number indicates that years of experience with Capital Group is equal to years of experience with investment industry. Overall Morningstar Rating TM. Risk Measures. Fund Standard Deviation Equities Breakdown. Sectors Top Industries.
Equity Fund Holdings. Capital markets. Top Equities. UnitedHealth Group. JPMorgan Chase. Home Depot. CME Group. Geographic Breakdown. Fund Breakdown by Domicile. Historical Prices Month-End. Historical Prices Year-End. Income Dividend Special. Gains Long-Term. Gains Short-Term. Daily Dividend Accrual for Pay Date. Rate As of Date 0. Current Daily Dividend Accrual. Rate As of-Date 0. Annual Management Fees 0. As of each fund's most recent prospectus. Expense Ratio. AWSHX 0.
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Front load 5. Alpha MarketWatch Dow Jones. ET by Barron's. ET by Chuck Jaffe. ET by J.
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