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American Funds Group (CMLEX)
General Fund Information
(800) 421-4120 
Category:Alcohol and Tobacco Free
Style:Large Value
Assets: ($ millions)$42.5

Account min.:$250
Reinvest. min.:$50
IRA account min.:$25
IRA reinvest min.:25.00
Type:
Expenses:0.91%
Max. defer. load: 
Max. front load: 
Avg. P/E:24.22
Avg. P/B:6.32
Avg. YTM: 
Avg. Coupon Rate: 
Social Issues12/31/17
Shareholder activism:
Community investment:-
Environment:-
Human rights:-
Employment:-
Products and Services:-
Weapons:-
Animal testing:-
Nuclear power:-
Alcohol, tobacco & gambling:X/X/-
Other:

P =Positive screen: seeks companies with positive record
X =Exclusionary screen: avoids companies with poor record
"-"sign in the Alcohol, Tobacco, and Gambling column indicates no screen for this specific criteria
Sector Distribution 
Basic Industries4.96% 
Cap. Goods & Tech.11.06% 
Consumer Cyclicals6.39% 
Consumer Non-Cyclicals18.17% 
Energy10.25% 
Finance21.47% 
Miscellaneous6.78% 
Transportation6.17% 
Utilities14.75% 
Fund Performance12/31/17
Year to date: 17.29%
Year to date: 17.29%
1 Year: 17.29%
Annualized returns:
3 Year: 8.93%
5 Year: 13.08%
10 Year: 7.72%
Since inception: 10.98%
Inception date: 03/07/02
Bear Market: -12.81%
Bear Market Period:     —    
MPT Statistics12/31/17
Alpha 3YR:-0.75
Alpha 5YR:-0.49
Beta 3YR:0.86
Beta 5YR:0.87
R. Squared 3YR:93.46
R. Squared 5YR:92.84
Sharpe 3YR:0.96
Sharpe 5YR:1.49
Std. Dev. 3YR:8.52
Std. Dev. 5YR:8.52
Sectors Pie Chart 
Sector Distribution Chart

 

 
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