American Funds U.S. Small & Mid Cap Equity FundSMDKX

MUTUAL FUNDCapital Group (American Funds)
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$387.7M
Expense ratio
0.61%
1-year return
+20.9%
3 years, a year
—
5 years, a year
—
Holdings
177

What it aims to do.

The funds investment objective is to seek capital appreciation.

Top 10 holdings.

Holding% of fund
Capital Group Central Cash Fund3.31%
USFD US Foods Holding Corp2.62%
MTN Vail Resorts Inc1.90%
EXC Exelon Corp1.89%
BRO Brown & Brown Inc1.83%
Renaissancere Holdings Ltd1.81%
FIX Comfort Systems Usa Inc1.78%
LKQ Lkq Corp1.70%
YUM Yum! Brands Inc1.50%
COF Capital One Financial Corp1.43%

More on SMDKX.

Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.