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



American Funds Group (WSHCX)
General Fund Information
(800) 421-4120 
Category:Alcohol and Tobacco Free
Style:Large Value
Assets: ($ millions)$1,623.2

Account min.:$250
Reinvest. min.:$50
IRA account min.:$25
IRA reinvest min.:25.00
Type:
Expenses:1.37%
Max. defer. load: 
Max. front load: 
Avg. P/E:25.47
Avg. P/B:6.52
Avg. YTM: 
Avg. Coupon Rate: 
Social Issues06/30/18
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 Industries4.08% 
Cap. Goods & Tech.10.04% 
Consumer Cyclicals6.03% 
Consumer Non-Cyclicals19.44% 
Energy11.20% 
Finance21.35% 
Miscellaneous9.03% 
Transportation3.53% 
Utilities15.30% 
Fund Performance06/30/18
Year to date: 0.79%
Year to date: 0.79%
1 Year: 12.85%
Annualized returns:
3 Year: 10.73%
5 Year: 11.09%
10 Year: 8.73%
Since inception: 10.84%
Inception date: 03/15/01
Bear Market: -12.80%
Bear Market Period:     —    
MPT Statistics06/30/18
Alpha 3YR:-0.41
Alpha 5YR:-1.38
Beta 3YR:0.94
Beta 5YR:0.94
R. Squared 3YR:95.94
R. Squared 5YR:96.59
Sharpe 3YR:1.04
Sharpe 5YR:1.13
Std. Dev. 3YR:9.38
Std. Dev. 5YR:9.38
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