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



American Funds Group (CWMAX)
General Fund Information
(800) 421-4120 
Category:Alcohol and Tobacco Free
Style:Large Value
Assets: ($ millions)$2,321.2

Account min.:$250
Reinvest. min.:$50
IRA account min.:$25
IRA reinvest min.:25.00
Type:
Expenses:0.67%
Max. defer. load: 
Max. front load:5.75%
Avg. P/E:25.76
Avg. P/B:7.07
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 Industries4.08% 
Cap. Goods & Tech.10.04% 
Consumer Cyclicals6.03% 
Consumer Non-Cyclicals19.44% 
Energy11.20% 
Finance21.35% 
Miscellaneous9.03% 
Transportation3.53% 
Utilities15.30% 
Fund Performance12/31/17
Year to date: 20.09%
Year to date: 20.09%
1 Year: 20.09%
Annualized returns:
3 Year: 10.72%
5 Year: 14.73%
10 Year: 7.96%
Since inception: 11.53%
Inception date: 02/15/02
Bear Market: -12.57%
Bear Market Period:     —    
MPT Statistics12/31/17
Alpha 3YR:-0.06
Alpha 5YR:0.02
Beta 3YR:0.95
Beta 5YR:0.93
R. Squared 3YR:96.09
R. Squared 5YR:96.06
Sharpe 3YR:1.07
Sharpe 5YR:1.59
Std. Dev. 3YR:9.01
Std. Dev. 5YR:9.01
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