American Funds Global Small Cap
Historical Performance
Objective And Strategy
ObjectiveLong-term growth of capital.
Strategy
Global Small Capitalization fund focuses on small global companies with less than $6 billion in market cap that have the potential to grow. The portfolio managers believe that companies of this size are nimble and can react more easily to changes in the market. These companies tend not to have to worry about business legacies and analysts look for those that have the potential to be disruptive and change the world by creating new markets. In normal market conditions, the fund will invest at least 40% of assets outside the U.S., including emerging markets. Once the investable universe is defined, each portfolio manager has his or her own style of investing when it comes to deciding which companies they will add to their portfolios. Through bottom-up fundamental research, portfolio managers seek to identify companies that provide the best risk / return characteristics given the objectives. Fund guidelines: • The fund will invest primarily in common stocks, government and corporate bonds (denominated in U.S. dollars and other currencies), and cash and equivalents • Up to 10% of the fund’s assets may be invested in straight debt securities rated Baa1/BBB+ or below
Principle Risks
N/A
-
Foreign Small/Mid Growth04/1998
-
Documents
-
Fund Family Summary Prospectus
Updated 05-01-2021
-
Fund Semi-Annual Report
Updated 06-30-2021
-
Fund Annual Report
Updated 12-31-2020
-
Fund Prospectus
Updated 05-01-2021
-
Fund SAI
Updated 05-01-2021
-
Fund Family Summary Prospectus