RMDJX:NASDAQ
American Funds U.S. Small & Mid Cap Equity Fund Class R-4 – RMDJX Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
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| -- | -- (--%) | -- - -- | -- |
Market data as of --. Quotes are delayed by at least 15 min.
Overview - RMDJX
The investment seeks capital appreciation.
Under normal market conditions, the fund invests at least 80% of its assets in common stocks and other equity-type securities (such as preferred stocks, convertible preferred stocks and convertible bonds) of small and mid-capitalization companies in the United States. The fund strives to maintain a fully invested portfolio. The fund is non-diversified.
Growth of $10,000 (10 Years)
| Total Return | 0.81% |
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| Yield (Trailing 12 Mo.) | -- |
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| Expense Ratio | 1.30% |
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| Front Load | None |
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| Deferred Load | None |
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| Minimum Investment | $250.00 |
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| Management Tenure | 0 Years |
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| Fund Inception | 09/27/2024 |
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Trailing Total Returns - RMDJX
as of 02/28/2025
| Timeframe | RMDJX | S&P 500 | Mid-Cap Blend |
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| 1 Month | -2.80% | -1.30% | -3.34% |
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| 3 Month | -5.96% | -0.97% | -6.36% |
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| Year-to-Date | 1.51% | 1.44% | 0.60% |
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| 1 Year | -- | 18.41% | 9.87% |
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| 3 Year | -- | 12.55% | 6.85% |
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| 5 Year | -- | 16.85% | 12.41% |
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| 10 Year | -- | 12.98% | 8.62% |
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| Since Inception | 0.81% | 11.12% | -- |
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Sector Allocation - RMDJX
as of 02/28/2025
| Basic Materials | | 1.37% |
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| Consumer Cyclical | | 18.84% |
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| Financial Services | | 21.37% |
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| Real Estate | | 2.90% |
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| Consumer Defensive | | 8.19% |
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| Healthcare | | 8.12% |
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| Utilities | | 0.88% |
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| Communication Services | | 2.49% |
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| Energy | | 3.32% |
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| Industrials | | 18.42% |
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| Technology | | 14.09% |
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Asset Allocation - RMDJX
as of 02/28/2025
| By Percent | Short | 0% | Long | Net |
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| Stock | -- | | | 95.66 | 95.66 |
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| Bond | -- | | | 0.00 | 0.00 |
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| Other | -- | | | 0.00 | 0.00 |
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| Foreign Stock | -- | | | 1.98 | 1.98 |
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| Foreign Bond | -- | | | 0.00 | 0.00 |
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| Total | -- | | | 97.64 | 97.64 |
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| Cash | -- | | | 2.36 | 2.36 |
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| Total Net Assets | -- |
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| Total Stock Holdings | 136 |
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| Total Bond Holdings | 0 |
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Top Ten Holdings - RMDJX
as of 02/28/2025
Valuation & Growth - RMDJX
as of 02/28/2025
| Valuation | RMDJX | Category Range |
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| Price/Earnings | 19.12 | |
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| Price/Book | 3.08 | |
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| Price/Sales | 1.24 | |
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| Price/Cash Flow | 14.66 | |
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| Dividend Yield | 1.31 | |
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| LT Earnings | 11.27 | |
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| Historical Earnings | 17.1 | |
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| Sales Growth | 8.68 | |
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| Cash-Flow Growth | 23.84 | |
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| Book-Value Growth | 8.05 | |
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