sri-advisor.com
Back to homepageInstitutional ReportsSRI Financial Professionals DirectoryToolsNewsSRI Performance and TrendsAbout Us   
Mutual Fund Center



American Funds Group (RMFFX)
General Fund Information
(800) 421-4120 
Category:Alcohol and Tobacco Free
Style:Large Value
Assets: ($ millions)$328.5

Account min.:$250
Reinvest. min.:$50
IRA account min.: 
IRA reinvest min.: 
Type:
Expenses:0.35%
Max. defer. load: 
Max. front load: 
Avg. P/E:24.56
Avg. P/B:6.54
Avg. YTM: 
Avg. Coupon Rate: 
Social Issues03/31/18
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 Performance03/31/18
Year to date: -2.09%
Year to date: -2.09%
1 Year: 10.38%
Annualized returns:
3 Year: 8.73%
5 Year: 10.98%
10 Year: 8.94%
Since inception: 11.65%
Inception date: 05/15/02
Bear Market: -12.63%
Bear Market Period:     —    
MPT Statistics03/31/18
Alpha 3YR:-0.63
Alpha 5YR:-0.47
Beta 3YR:0.87
Beta 5YR:0.87
R. Squared 3YR:93.83
R. Squared 5YR:93.44
Sharpe 3YR:0.89
Sharpe 5YR:1.20
Std. Dev. 3YR:8.82
Std. Dev. 5YR:8.82
Sectors Pie Chart 
Sector Distribution Chart

 

 
Home
| Reports | SRI Financial Professionals Directory | Tools | News | SRI Performance and Trends | About Us | Contact
© SRI World Group, Inc. - All rights reserved
Terms of use - Privacy Policy - OneReportTM Network