AF
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American Funds U.S. Small & Mid Cap Equity Fund | SMDHXMutual Fund | |
| American Funds U.S. Small & Mid Cap Equity Fund | |
| Last update 2025-06-17 | 134 Stocks (6 new) |
| Value $24.00 Mil | Turnover 6 % |
American Funds U.S. Small & Mi... Top Holdings of 2025-02-28
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFS | Discover Financial Services | 3,882 | 757.7 | -3.77% | 3.110 | -0.11% | 0.000 | +2.43% | +15.88% | 50,343.3 | Credit Services | |
BRO | Brown & Brown Inc | 5,974 | 708.2 | 0% | 2.910 | 0% | 0.000 | -10.99% | +4.43% | 35,043.1 | Insurance | |
YUM | Yum Brands Inc | 4,059 | 634.7 | +3.76% | 2.610 | +0.09% | 0.000 | +0.71% | +9.12% | 40,304.9 | Restaurants | |
USFD | US Foods Holding Corp | 7,622 | 546.3 | +139.61% | 2.240 | +1.31% | 0.000 | +28.45% | +20.20% | 18,760.2 | Retail - Defensive | |
VCTR | Victory Capital Holdings Inc | 7,476 | 478.8 | 0% | 1.970 | 0% | 0.010 | +11.82% | -1.28% | 4,282.3 | Asset Management | |
XPO | XPO Inc | 3,775 | 464.2 | 0% | 1.910 | 0% | 0.000 | +33.94% | -2.18% | 15,113.4 | Transportation | |
INGM | Ingram Micro Holding Corp | 21,491 | 463.4 | 0% | 1.900 | 0% | 0.010 | +27.28% | +4.71% | 4,732.0 | Software | |
HLT | Hilton Worldwide Holdings Inc | 1,696 | 449.4 | 0% | 1.840 | 0% | 0.000 | +29.90% | +11.13% | 65,210.5 | Travel & Leisure | |
RNR | RenaissanceRe Holdings Ltd | 1,872 | 444.8 | 0% | 1.830 | 0% | 0.000 | -0.85% | -4.83% | 11,481.4 | Insurance | |
LKQ | LKQ Corp | 9,854 | 415.7 | +8.57% | 1.710 | +0.14% | 0.000 | -9.30% | +3.48% | 9,678.0 | Vehicles & Parts |
American Funds U.S. Small & Mid Cap Equity Fund's Historical Top Holdings Breakdowns
American Funds U.S. Small & Mid Cap Equity Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
KRMN | Karman Holdings Inc | 2025-02-28 | New Buy New Buy | +1.51% | 29.14 ($30.39) 32 | $48.31 | 58.97% | New holding | 11,700 | 11,700 | |
USFD | US Foods Holding Corp | 2025-02-28 | Add Add | +1.31% | 66.36 ($69.56) 72.33 | $81.09 | 16.58% | Add 139.61% | 7,622 | 4,441 | |
| SMAR Unlock Delisted | Smartsheet Inc | 2025-02-28 | Sold Out Sold Out | -1.19% | 55.95 ($56.11) 56.47 | $56.47 | 0.64% | Sold Out | 0 | -5,570 | |
HSY | The Hershey Co | 2025-02-28 | Sold Out Sold Out | -0.86% | 144.74 ($165.04) 193.65 | $162.91 | -1.29% | Sold Out | 0 | -1,274 | |
ESS | Essex Property Trust Inc | 2025-02-28 | New Buy New Buy | +0.81% | 270.06 ($289.53) 311.57 | $280.43 | -3.14% | New holding | 632 | 632 | |
FCN | FTI Consulting Inc | 2025-02-28 | Reduce Reduce | -0.69% | 162.99 ($191.46) 204.99 | $163.61 | -14.55% | Reduce -34.33% | 1,710 | -894 | |
ALB | Albemarle Corp | 2025-02-28 | Reduce Reduce | -0.62% | 75.14 ($89.41) 111.3 | $70.02 | -21.69% | Reduce -44.34% | 1,899 | -1,513 | |
MTN | Vail Resorts Inc | 2025-02-28 | Add Add | +0.51% | 155.87 ($176.24) 195.44 | $160.01 | -9.21% | Add 122.94% | 1,409 | 777 | |
DG | Dollar General Corp | 2025-02-28 | Add Add | +0.48% | 68.44 ($74.63) 82.39 | $113.22 | 51.71% | Add 59.03% | 4,262 | 1,582 | |
EXR | Extra Space Storage Inc | 2025-02-28 | Reduce Reduce | -0.48% | 142.35 ($154.22) 170.96 | $147.95 | -4.07% | Reduce -48.01% | 785 | -725 |
American Funds U.S. Small & Mid Cap Equity Fund Total Holding History ($B)
American Funds U.S. Small & Mid Cap Equity Fund's Asset Allocation
American Funds U.S. Small & Mid Cap Equity Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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American Funds U.S. Small & Mid Cap Equity Fund's Hypothetical Growth since 2025-02-28
American Funds U.S. Small & Mid Cap Equity Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
American Funds U.S. Small & Mid Cap Equity Fund's Holdings Heat Map
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American Funds U.S. Small & Mid Cap Equity Fund's Holdings Bubble Chart
American Funds U.S. Small & Mid Cap Equity Fund News
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