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American Funds SMALLCAP World R4 (RSLEX) Fund Ranking and Research

Ranking, Research and Recommendation of American Funds SMALLCAP World R4 (RSLEX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of American Funds SMALLCAP World R4 Fund (RSLEX) ManagerFund Manager - Mark Denning

Fund Manager Information

Fund Manager Tenure: 27.0 years
Similar Funds: RSLAX  RSLBX  RSLCX  RSLFX 
Fund Family: American Funds
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)

 

Graph of American Funds SMALLCAP World R4 Fund (RSLEX) ProfileAmerican Funds SMALLCAP World R4 Fund (RSLEX) Profile

Fund Profile and Description

American Funds SMALLCAP World R4 Fund seeks long-term growth of capital. American Funds SMALLCAP World R4 Fund invests at least 80% of net assets in growth-oriented common stocks and other equity-type securities (such as preferred stocks, convertible preferred stocks and convertible bonds) of companies with small market capitalizations, measured at the time of purchase. American Funds SMALLCAP World R4 Fund adviser currently defines “small market capitalization” companies to be companies with market capitalizations of $3.5 billion or less. American Funds SMALLCAP World R4 Fund invests a significant portion of its assets outside the United States.

 

American Funds SMALLCAP World R4 (RSLEX) Fund Strength What we like about American Funds SMALLCAP World R4 (RSLEX) Fund

Data for American Funds SMALLCAP World R4 Fund (RSLEX) as of May 30, 2016

  • American Funds SMALLCAP World R4 Fund (RSLEX) management has been with American Funds SMALLCAP World R4 Fund for 27.0 years
  • American Funds SMALLCAP World R4 Fund (RSLEX) has good mid-term performance (3-year return 6.08% vs 5.54% World Stock category median performance)
  • American Funds SMALLCAP World R4 Fund (RSLEX) has good Long-term performance (5-year return 6.31% vs 5.54% World Stock category median performance)
  • American Funds SMALLCAP World R4 Fund (RSLEX) ratio of up-years vs down years is greater than 2
  • American Funds SMALLCAP World R4 Fund (RSLEX) has a Morningstar rating of 4 and above
  • Asset base in American Funds SMALLCAP World R4 Fund (RSLEX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Funds SMALLCAP World R4 Fund (RSLEX) has an annual stock turnover rate of 33.00% vs World Stock average of 47.65%. It is good that American Funds SMALLCAP World R4 management does not trade extensively for its return.
  • American Funds SMALLCAP World R4 Fund (RSLEX) has a lower expense ratio than its World Stock average: 1.05% vs 1.28%

American Funds SMALLCAP World R4 Fund (RSLEX) Weakness What we are cautious about American Funds SMALLCAP World R4 (RSLEX) Fund

Data for American Funds SMALLCAP World R4 Fund (RSLEX) as of May 30, 2016

  • American Funds SMALLCAP World R4 Fund (RSLEX) has a less-than-ideal short-term performance (1-year return -7.87% vs -5.49% World Stock category median performance)
  • American Funds SMALLCAP World R4 Fund (RSLEX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.82 that is higher than category average of 12.23
  • Even though American Funds SMALLCAP World R4 Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See American Funds SMALLCAP World R4 Fund (RSLEX) performance details as of May 30, 2016

 

What do you think?

 

Compare American Funds SMALLCAP World R4 Fund (RSLEX)Compare with other top World Stock category mutual funds

Aadditional top World Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Funds SMALLCAP World R40.53-7.876.086.31
Harbor Global Growth Instl (HGGAX)0.19-2.668.678.45Compare
VY Morgan Stanley Global Franchise A (IGFAX)5.175.327.528.58Compare
Columbia Select Global Equity A (IGLGX)2.741.016.585.54Compare

See top fund managers for World Stock Category Funds

 

Compare American Funds SMALLCAP World R4 Fund (RSLEX)Compare with World Stock category ETFs

Some World Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares MSCI All Country World Mini Vol (ACWV)6.45%4.47%9.19%
First Trust Dow Jones Global Sel Div ETF (FGD)000
SPDR Global Dow ETF (DGT)0.96%-7.06%4.45%
WisdomTree Global Equity Income ETF (DEW)5.57%-5.89%1.79%
iShares MSCI ACWI (ACWI)2.11%-5.39%5.46%

 

Graph of American Funds SMALLCAP World R4 Fund (RSLEX) Net Asset TrackingAmerican Funds SMALLCAP World R4 (RSLEX) Fund Net Asset

Track net asset change of American Funds SMALLCAP World R4 fund (RSLEX)

DateNet Asset
05/2016$27.84B
03/2016$26.78B
02/2016$24.85B
More historic net asset information on American Funds SMALLCAP World R4 Fund (RSLEX)

  

Graph of American Funds SMALLCAP World R4 Fund (RSLEX) Portfolio TrackingAmerican Funds SMALLCAP World R4 (RSLEX) Fund Portfolio Allocation

Track portfolio allocation change of American Funds SMALLCAP World R4 fund (RSLEX)

DateCashStockBondOther
03/20162.22%87.74%0.67%9.34%
12/20153.48%88.94%0.71%6.84%
09/20154.77%88.15%0.25%6.8%
Click here to see more historic asset allocation information on American Funds SMALLCAP World R4 Fund (RSLEX)

 

graph of American Funds SMALLCAP World R4 Fund (RSLEX) Top 10 Position TrackingTop 10 Holdings in American Funds SMALLCAP World R4 (RSLEX) Fund

Discover what American Funds SMALLCAP World R4 Fund (RSLEX) manager is buying

Mar 30, 2016
Molina Healthcare Inc Common St [1.17%]
Incyte Corporation [1.06%]
Kotak Mahindra Bank Ltd [0.86%]
China Biologic Products, Inc. [0.85%]
Myriad Genetics, Inc. [0.82%]
Qorvo, Inc. [0.82%]
Hoshizaki Electric Co Ltd [0.82%]
AAC TECH HOLDINGS [0.77%]
Lions Gate Entertainment Corpor [0.74%]

Dec 30, 2015
Incyte Corporation [1.73%]
Myriad Genetics, Inc. [0.99%]
Molina Healthcare Inc Common St [0.93%]
Kotak Mahindra Bank Ltd [0.87%]
Lions Gate Entertainment Corpor [0.85%]
Qorvo, Inc. [0.79%]
KAKAKU.COM INC TOKYO [0.74%]
Zynga Inc. [0.67%]
Hoshizaki Electric Co Ltd [0.66%]

Sep 29, 2015
Incyte Corporation [1.87%]
Molina Healthcare Inc Common St [1.12%]
Lions Gate Entertainment Corpor [1.06%]
Myriad Genetics, Inc. [0.91%]
Kotak Mahindra Bank Ltd [0.83%]
Endo International plc [0.78%]
Qorvo, Inc. [0.73%]
KAKAKU.COM INC TOKYO [0.71%]
Click here for Stock Holding Change Map in American Funds SMALLCAP World R4 Fund (RSLEX)

  

Latest News on American Funds SMALLCAP World R4 (RSLEX) Fund

See what is happening with American Funds SMALLCAP World R4 Fund (RSLEX)

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American Funds SMALLCAP World R4 Fund (RSLEX) Related ResourcesSee more information on American Funds SMALLCAP World R4 (RSLEX) Fund

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