American Funds U.S. Small & Mid Cap Equity Fund
About this Fund
American Funds U.S. Small & Mid Cap Equity Fund is a leading mutual fund company that specializes in providing expert asset management and investment solutions to individuals and institutions seeking to grow their wealth. With a strong focus on wealth management, the company offers a diverse range of mutual funds, including equity, debt, and hybrid funds, each carefully designed to cater to the unique needs and goals of its investors. The American Funds U.S. Small & Mid Cap Equity Fund, in particular, is a popular choice among investors looking to tap into the growth potential of small and mid-cap companies in the US market. By leveraging the expertise of experienced investment professionals, the company is able to identify and capitalize on emerging trends and opportunities, helping its investors build a robust and diversified portfolio. For investors seeking to invest in a systematic and disciplined manner, American Funds U.S. Small & Mid Cap Equity Fund offers a convenient Systematic Investment Plan (SIP) option, allowing them to invest a fixed amount of money at regular intervals, thereby reducing the impact of market volatility and timing risks. The company's investor-centric approach, combined with its commitment to transparency and accountability, has earned it the trust and loyalty of its clients, who appreciate the personalized service and attention to detail that they receive. With a long history of delivering strong investment performance and a deep understanding of the markets, American Funds U.S. Small & Mid Cap Equity Fund has established itself as a trusted partner for investors seeking to achieve their long-term financial goals. The company's investment philosophy is centered around a rigorous research-based approach, which involves thorough analysis of market trends, economic indicators, and company fundamentals to identify the most promising investment opportunities. American Funds U.S. Small & Mid Cap Equity Fund's key strengths lie in its ability to balance risk and return, providing investors with a range of options to suit their individual risk profiles and investment objectives. The company's experienced investment team, backed by a robust infrastructure and cutting-edge technology, works tirelessly to stay ahead of the curve, identifying emerging trends and adjusting investment strategies accordingly. This proactive approach, combined with a strong commitment to governance and risk management, has enabled American Funds U.S. Small & Mid Cap Equity Fund to maintain its position as a leading player in the mutual fund industry. As a result, investors trust the company to manage their wealth, knowing that their investments are in the hands of experienced professionals who are dedicated to delivering exceptional results and exceptional service. With its strong track record, comprehensive range of investment products, and unwavering commitment to investor satisfaction, American Funds U.S. Small & Mid Cap Equity Fund continues to be a preferred choice among investors seeking to achieve their financial goals through smart and informed investment decisions.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | Security Name | CUSIP | Asset Type | Weight % | Value ($M) | Quantity |
|---|---|---|---|---|---|---|
| 1 | ZG ZILLOW GROUP INC Since 2026-05-10 | 98954M101 | Equity (Common) |
0.35%
|
$1.34 | 30,000 |
| 2 | TPG TPG INC Since 2026-05-10 | 872657101 | Equity (Common) |
0.38%
|
$1.46 | 33,665 |
| 3 | TTMI TTM TECHNOLOGIES INC Since 2026-05-10 | 87305R109 | Equity (Common) |
0.32%
|
$1.25 | 11,969 |
| 4 | TW TRADEWEB MARKETS INC Since 2026-05-10 | 892672106 | Equity (Common) |
0.76%
|
$2.95 | 23,914 |
| 5 | TXRH TEXAS ROADHOUSE INC Since 2026-05-10 | 882681109 | Equity (Common) |
0.87%
|
$3.38 | 18,500 |
| 6 | UPS UNITED PARCEL SERVICE INC Since 2026-05-10 | 911312106 | Equity (Common) |
0.18%
|
$0.69 | 5,949 |
| 7 | URI UNITED RENTALS INC Since 2026-05-10 | 911363109 | Equity (Common) |
0.78%
|
$3.04 | 3,618 |
| 8 | USFD US FOODS HOLDING CORP Since 2026-05-10 | 912008109 | Equity (Common) |
2.62%
|
$10.15 | 105,106 |
| 9 | VEEV VEEVA SYSTEMS INC Since 2026-05-10 | 922475108 | Equity (Common) |
0.47%
|
$1.80 | 9,909 |
| 10 | VIA VIA TRANSPORTATION INC Since 2026-05-10 | 92556W104 | Equity (Common) |
0.04%
|
$0.14 | 8,012 |
| 11 | VNOM VIPER ENERGY INC Since 2026-05-10 | 64361Q101 | Equity (Common) |
0.34%
|
$1.33 | 28,560 |
| 12 | WEX WEX INC Since 2026-05-10 | 96208T104 | Equity (Common) |
0.91%
|
$3.54 | 23,694 |
| 13 | XPO XPO INC Since 2026-05-10 | 983793100 | Equity (Common) |
1.13%
|
$4.37 | 20,749 |
| 14 | YUM YUM! BRANDS INC Since 2026-05-10 | 988498101 | Equity (Common) |
1.50%
|
$5.81 | 34,553 |
| 15 | ZBH ZIMMER BIOMET HOLDINGS INC Since 2026-05-10 | 98956P102 | Equity (Common) |
0.18%
|
$0.68 | 6,900 |
| 16 | BLDR BUILDERS FIRSTSOURCE INC Since 2026-05-10 | 12008R107 | Equity (Common) |
0.31%
|
$1.20 | 11,494 |
| 17 | BRO BROWN & BROWN INC Since 2026-05-10 | 115236101 | Equity (Common) |
1.83%
|
$7.11 | 99,023 |
| 18 | CASY CASEY'S GENERAL STORES INC Since 2026-05-10 | 147528103 | Equity (Common) |
0.70%
|
$2.72 | 3,973 |
| 19 | RUN SUNRUN INC Since 2026-05-10 | 86771W105 | Equity (Common) |
0.16%
|
$0.64 | 47,904 |
| 20 | SITE SITEONE LANDSCAPE SUPPLY INC Since 2026-05-10 | 82982L103 | Equity (Common) |
0.22%
|
$0.84 | 5,891 |
| 21 | SN SHARKNINJA INC Since 2026-05-10 | N/A | Equity (Common) |
0.27%
|
$1.03 | 8,390 |
| 22 | BLD TOPBUILD CORP Since 2026-05-10 | 89055F103 | Equity (Common) |
0.50%
|
$1.95 | 4,346 |
| 23 | CAVA CAVA GROUP INC Since 2026-05-10 | 148929102 | Equity (Common) |
0.49%
|
$1.88 | 22,818 |
| 24 | FIGR FIGURE TECHNOLOGY SOLUTIONS INC Since 2026-05-10 | 349381103 | Equity (Common) |
0.12%
|
$0.47 | 18,440 |
| 25 | FISV FISERV INC Since 2026-05-10 | 337738108 | Equity (Common) |
0.62%
|
$2.42 | 38,841 |
| 26 | FITB FIFTH THIRD BANCORP Since 2026-05-10 | 316773100 | Equity (Common) |
0.83%
|
$3.23 | 65,324 |
| 27 | FIVE FIVE BELOW INC Since 2026-05-10 | 33829M101 | Equity (Common) |
0.87%
|
$3.36 | 15,017 |
| 28 | AJG ARTHUR J GALLAGHER & CO Since 2026-05-10 | 363576109 | Equity (Common) |
0.37%
|
$1.44 | 6,315 |
| 29 | ALGN ALIGN TECHNOLOGY INC Since 2026-05-10 | 016255101 | Equity (Common) |
1.25%
|
$4.86 | 25,558 |
| 30 | ALHC ALIGNMENT HEALTHCARE INC Since 2026-05-10 | 01625V104 | Equity (Common) |
0.32%
|
$1.26 | 65,551 |
| 31 | ALK ALASKA AIR GROUP INC Since 2026-05-10 | 011659109 | Equity (Common) |
0.52%
|
$2.00 | 38,807 |
| 32 | ILMN ILLUMINA INC Since 2026-05-10 | 452327109 | Equity (Common) |
0.65%
|
$2.50 | 18,622 |
| 33 | IONS IONIS PHARMACEUTICALS INC Since 2026-05-10 | 462222100 | Equity (Common) |
1.18%
|
$4.57 | 56,370 |
| 34 | IQV IQVIA HOLDINGS INC Since 2026-05-10 | 46266C105 | Equity (Common) |
0.24%
|
$0.91 | 5,103 |
| 35 | NET CLOUDFLARE INC Since 2026-05-10 | 18915M107 | Equity (Common) |
0.63%
|
$2.45 | 14,211 |
| 36 | NOG NORTHERN OIL AND GAS INC Since 2026-05-10 | 665531307 | Equity (Common) |
0.12%
|
$0.45 | 16,251 |
| 37 | NRG NRG ENERGY INC Since 2026-05-10 | 629377508 | Equity (Common) |
0.51%
|
$1.99 | 11,104 |
| 38 | NTRA NATERA INC Since 2026-05-10 | 632307104 | Equity (Common) |
0.31%
|
$1.20 | 5,781 |
| 39 | SNOW SNOWFLAKE INC Since 2026-05-10 | 833445109 | Equity (Common) |
0.18%
|
$0.68 | 4,053 |
| 40 | SPG SIMON PROPERTY GROUP INC Since 2026-05-10 | 828806109 | Equity (Common) |
1.23%
|
$4.76 | 23,342 |
| 41 | STEP STEPSTONE GROUP INC Since 2026-05-10 | 85914M107 | Equity (Common) |
0.69%
|
$2.67 | 61,831 |
| 42 | STUB STUBHUB HOLDINGS INC Since 2026-05-10 | 86384P109 | Equity (Common) |
0.01%
|
$0.04 | 4,423 |
| 43 | STZ CONSTELLATION BRANDS INC Since 2026-05-10 | 21036P108 | Equity (Common) |
0.25%
|
$0.96 | 6,086 |
| 44 | TOL TOLL BROTHERS INC Since 2026-05-10 | 889478103 | Equity (Common) |
0.35%
|
$1.35 | 8,580 |
| 45 | CFG CITIZENS FINANCIAL GROUP INC Since 2026-05-10 | 174610105 | Equity (Common) |
0.14%
|
$0.53 | 8,788 |
| 46 | CHTR CHARTER COMMUNICATIONS INC Since 2026-05-10 | 16119P108 | Equity (Common) |
0.65%
|
$2.51 | 10,694 |
| 47 | CHWY CHEWY INC Since 2026-05-10 | 16679L109 | Equity (Common) |
0.21%
|
$0.83 | 30,320 |
| 48 | CMG CHIPOTLE MEXICAN GRILL INC Since 2026-05-10 | 169656105 | Equity (Common) |
0.54%
|
$2.10 | 56,397 |
| 49 | CNM CORE & MAIN INC Since 2026-05-10 | 21874C102 | Equity (Common) |
0.99%
|
$3.84 | 70,832 |
| 50 | CPRT COPART INC Since 2026-05-10 | 217204106 | Equity (Common) |
0.57%
|
$2.20 | 57,837 |
| 51 | CVSA COVISTA INC Since 2026-05-10 | 00737L103 | Equity (Common) |
0.65%
|
$2.53 | 25,801 |
| 52 | DDOG DATADOG INC Since 2026-05-10 | 23804L103 | Equity (Common) |
0.22%
|
$0.85 | 7,606 |
| 53 | DOCS DOXIMITY INC Since 2026-05-10 | 26622P107 | Equity (Common) |
0.20%
|
$0.76 | 30,866 |
| 54 | FIX COMFORT SYSTEMS USA INC Since 2026-05-10 | 199908104 | Equity (Common) |
1.78%
|
$6.90 | 4,827 |
| 55 | CSW CSW INDUSTRIALS INC Since 2026-05-10 | 126402106 | Equity (Common) |
0.38%
|
$1.47 | 4,977 |
| 56 | CTVA CORTEVA INC Since 2026-05-10 | 22052L104 | Equity (Common) |
0.62%
|
$2.42 | 30,180 |
| 57 | CVCO CAVCO INDUSTRIES INC Since 2026-05-10 | 149568107 | Equity (Common) |
0.28%
|
$1.08 | 1,878 |
| 58 | DRI DARDEN RESTAURANTS INC Since 2026-05-10 | 237194105 | Equity (Common) |
0.33%
|
$1.28 | 5,991 |
| 59 | EAT BRINKER INTERNATIONAL INC Since 2026-05-10 | 109641100 | Equity (Common) |
0.24%
|
$0.91 | 6,157 |
| 60 | GPGI GPGI INC Since 2026-05-10 | 20459V105 | Equity (Common) |
0.15%
|
$0.57 | 25,305 |
| 61 | USAR USA RARE EARTH INC Since 2026-05-10 | 91733P107 | Equity (Common) |
0.13%
|
$0.52 | 27,692 |
| 62 | EPAM EPAM SYSTEMS INC Since 2026-05-10 | 29414B104 | Equity (Common) |
0.17%
|
$0.66 | 4,662 |
| 63 | ESI ELEMENT SOLUTIONS INC Since 2026-05-10 | 28618M106 | Equity (Common) |
0.54%
|
$2.09 | 59,458 |
| 64 | ESNT ESSENT GROUP LTD Since 2026-05-10 | N/A | Equity (Common) |
0.47%
|
$1.83 | 30,044 |
| 65 | ESS ESSEX PROPERTY TRUST INC Since 2026-05-10 | 297178105 | Equity (Common) |
0.51%
|
$1.98 | 7,774 |
| 66 | FANG DIAMONDBACK ENERGY INC Since 2026-05-10 | 25278X109 | Equity (Common) |
0.90%
|
$3.49 | 20,037 |
| 67 | FE FIRSTENERGY CORP Since 2026-05-10 | 337932107 | Equity (Common) |
0.10%
|
$0.37 | 7,303 |
| 68 | FIG FIGMA INC Since 2026-05-10 | 316841105 | Equity (Common) |
0.27%
|
$1.04 | 35,422 |
| 69 | FLEX FLEX LTD Since 2026-05-10 | N/A | Equity (Common) |
0.75%
|
$2.91 | 46,138 |
| 70 | FLUT FLUTTER ENTERTAINMENT PLC Since 2026-05-10 | N/A | Equity (Common) |
0.23%
|
$0.89 | 8,415 |
| 71 | FN FABRINET Since 2026-05-10 | N/A | Equity (Common) |
1.18%
|
$4.59 | 8,410 |
| 72 | FTAI FTAI AVIATION LTD Since 2026-05-10 | N/A | Equity (Common) |
0.85%
|
$3.29 | 10,756 |
| 73 | GNRC GENERAC HOLDINGS INC Since 2026-05-10 | 368736104 | Equity (Common) |
0.55%
|
$2.13 | 9,434 |
| 74 | GPGI GPGI INC Since 2026-05-10 | 20459V105 | Equity (Common) |
0.32%
|
$1.23 | 54,548 |
| 75 | HALO HALOZYME THERAPEUTICS INC Since 2026-05-10 | 40637H109 | Equity (Common) |
0.43%
|
$1.66 | 23,863 |
| 76 | AFRM AFFIRM HOLDINGS INC Since 2026-05-10 | 00827B106 | Equity (Common) |
0.49%
|
$1.88 | 40,029 |
| 77 | AIT APPLIED INDUSTRIAL TECHNOLOGIES INC Since 2026-05-10 | 03820C105 | Equity (Common) |
0.47%
|
$1.82 | 6,432 |
| 78 | ALLY ALLY FINANCIAL INC Since 2026-05-10 | 02005N100 | Equity (Common) |
0.38%
|
$1.46 | 36,899 |
| 79 | ALNY ALNYLAM PHARMACEUTICALS INC Since 2026-05-10 | 02043Q107 | Equity (Common) |
0.25%
|
$0.99 | 2,961 |
| 80 | AME AMETEK INC Since 2026-05-10 | 031100100 | Equity (Common) |
0.35%
|
$1.34 | 5,623 |
| 81 | AMP AMERIPRISE FINANCIAL INC Since 2026-05-10 | 03076C106 | Equity (Common) |
0.40%
|
$1.57 | 3,332 |
| 82 | AON AON PLC Since 2026-05-10 | N/A | Equity (Common) |
0.24%
|
$0.92 | 2,755 |
| 83 | APAM ARTISAN PARTNERS ASSET MANAGEMENT INC Since 2026-05-10 | 04316A108 | Equity (Common) |
0.37%
|
$1.43 | 35,412 |
| 84 | APTV APTIV PLC Since 2026-05-10 | N/A | Equity (Common) |
0.90%
|
$3.49 | 47,417 |
| 85 | ARE ALEXANDRIA REAL ESTATE EQUITIES INC Since 2026-05-10 | 015271109 | Equity (Common) |
0.15%
|
$0.56 | 10,463 |
| 86 | ARX ACCELERANT HOLDINGS Since 2026-05-10 | N/A | Equity (Common) |
0.13%
|
$0.49 | 41,726 |
| 87 | ATI ATI INC Since 2026-05-10 | 01741R102 | Equity (Common) |
0.91%
|
$3.52 | 21,503 |
| 88 | AZO AUTOZONE INC Since 2026-05-10 | 053332102 | Equity (Common) |
0.27%
|
$1.04 | 278 |
| 89 | HLT HILTON WORLDWIDE HOLDINGS INC Since 2026-05-10 | 43300A203 | Equity (Common) |
0.73%
|
$2.83 | 9,073 |
| 90 | HUM HUMANA INC Since 2026-05-10 | 444859102 | Equity (Common) |
0.59%
|
$2.29 | 12,000 |
| 91 | IDXX IDEXX LABORATORIES INC Since 2026-05-10 | 45168D104 | Equity (Common) |
0.21%
|
$0.81 | 1,239 |
| 92 | IR INGERSOLL-RAND INC Since 2026-05-10 | 45687V106 | Equity (Common) |
0.72%
|
$2.80 | 29,779 |
| 93 | KEY KEYCORP Since 2026-05-10 | 493267108 | Equity (Common) |
0.89%
|
$3.45 | 166,392 |
| 94 | KEYS KEYSIGHT TECHNOLOGIES INC Since 2026-05-10 | 49338L103 | Equity (Common) |
1.39%
|
$5.41 | 17,589 |
| 95 | KNSL KINSALE CAPITAL GROUP INC Since 2026-05-10 | 49714P108 | Equity (Common) |
0.59%
|
$2.27 | 5,823 |
| 96 | KRMN KARMAN HOLDINGS INC Since 2026-05-10 | 485924104 | Equity (Common) |
1.03%
|
$4.00 | 45,456 |
| 97 | KRYS KRYSTAL BIOTECH INC Since 2026-05-10 | 501147102 | Equity (Common) |
0.22%
|
$0.85 | 3,087 |
| 98 | LHX L3HARRIS TECHNOLOGIES INC Since 2026-05-10 | 502431109 | Equity (Common) |
0.38%
|
$1.47 | 4,033 |
| 99 | LITE LUMENTUM HOLDINGS INC Since 2026-05-10 | 55024U109 | Equity (Common) |
1.05%
|
$4.08 | 5,826 |
| 100 | LPLA LPL FINANCIAL HOLDINGS INC Since 2026-05-10 | 50212V100 | Equity (Common) |
0.68%
|
$2.63 | 8,769 |
| 101 | LYV LIVE NATION ENTERTAINMENT INC Since 2026-05-10 | 538034109 | Equity (Common) |
0.54%
|
$2.09 | 12,901 |
| 102 | MDB MONGODB INC Since 2026-05-10 | 60937P106 | Equity (Common) |
0.52%
|
$2.02 | 6,149 |
| 103 | MTN VAIL RESORTS INC Since 2026-05-10 | 91879Q109 | Equity (Common) |
1.90%
|
$7.36 | 54,224 |
| 104 | OWL BLUE OWL CAPITAL INC Since 2026-05-10 | 09581B103 | Equity (Common) |
0.06%
|
$0.22 | 21,067 |
| 105 | PCAR PACCAR INC Since 2026-05-10 | 693718108 | Equity (Common) |
0.52%
|
$2.00 | 15,893 |
| 106 | PCOR PROCORE TECHNOLOGIES INC Since 2026-05-10 | 74275K108 | Equity (Common) |
0.89%
|
$3.46 | 62,784 |
| 107 | PEN PENUMBRA INC Since 2026-05-10 | 70975L107 | Equity (Common) |
0.36%
|
$1.38 | 4,007 |
| 108 | PFG PRINCIPAL FINANCIAL GROUP Since 2026-05-10 | 74251V102 | Equity (Common) |
0.52%
|
$2.03 | 21,281 |
| 109 | PI IMPINJ INC Since 2026-05-10 | 453204109 | Equity (Common) |
0.21%
|
$0.81 | 6,600 |
| 110 | PII POLARIS INC Since 2026-05-10 | 731068102 | Equity (Common) |
0.24%
|
$0.92 | 15,065 |
| 111 | QTWO Q2 HOLDINGS INC Since 2026-05-10 | 74736L109 | Equity (Common) |
0.31%
|
$1.20 | 25,000 |
| 112 | RCL ROYAL CARIBBEAN CRUISES LTD Since 2026-05-10 | N/A | Equity (Common) |
0.30%
|
$1.18 | 3,801 |
| 113 | REGN REGENERON PHARMACEUTICALS INC Since 2026-05-10 | 75886F107 | Equity (Common) |
0.26%
|
$1.01 | 1,299 |
| 114 | RGLD ROYAL GOLD INC Since 2026-05-10 | 780287108 | Equity (Common) |
0.48%
|
$1.88 | 6,259 |
| 115 | RHI ROBERT HALF INC Since 2026-05-10 | 770323103 | Equity (Common) |
0.15%
|
$0.59 | 24,153 |
| 116 | RNG RINGCENTRAL INC Since 2026-05-10 | 76680R206 | Equity (Common) |
0.10%
|
$0.40 | 11,063 |
| 117 | RNR RENAISSANCERE HOLDINGS LTD Since 2026-05-10 | N/A | Equity (Common) |
1.81%
|
$7.03 | 23,234 |