American Funds SMALLCAP World Fund Class R-4 (RSLEX)

$67.16
A Fund
++ Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Growth
Fund BenchmarkU.S. Mid Cap - Growth
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
American Funds SMALLCAP World Fund Class R-4 29 0.81 2.28% 4.82% 1.07%
U.S. Mid Cap - Growth 35 0.99 9.24% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 1.63% 8.55% -6.92%
Year-to-Date 2.28% 9.24% -6.95%
1 Year 16.84% 0.00% 16.84%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

29%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 29% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 1.07%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$1,341

Real cost (fees + lost compounding)

$1,661

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
98%

Return in excess of styles
(over past year)
6.90%