| 11.59 Net Asset Value | -0.43% 1 Day | +2.02% Year-to-Date | Overall Morningstar Rating |
| High yield bond Style or Category | 3.75 Sales Expenses | 0.69% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +1.06% | 3 years | +10.81% | |
| 3 months | +2.96% | 5 years | +8.32% | |
| 1 year | +14.75% | Since inception | +8.71% |
| AHITX | Category | |
|---|---|---|
| Performance 5-yr return | +8.32% | +9.36% |
| Expense ratio | 0.69% | 1.17% |
| Risk 5 year sharpe ratio | 0.68 | 0.75 |
| Net assets | $21.3B | $1.6B |
| Average market cap | $6.2B | $12.1B |
| Average P/E | 18.3 | 16.3 |
| Portfolio turnover | 38% | 38% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | American Funds |
| Fund manager & tenure | David Barclay / 23 Years |
| Minimal initial investment | $250.00 |
| Minimum IRA investment | $250.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 33.23% |
| Consumer goods | 18.86% |
| Financial service | 17.14% |
| Telecommunication | 17.03% |
| Business service | 8.51% |
| -- First Data 11.25% | 1.13% |
| -- Wind Acquisition Fin Sa 144A 11.75% | 1.07% |
| -- Reynolds Grp Issuer 5.75% | 0.88% |
| -- Leap Wireless Tl-C (L+350) (Flr 1.25) 4.75% 04-16-20 | 0.86% |
| -- Cricket Comms 7.75% | 0.83% |
| -- Realogy 144A 7.875% | 0.77% |
| -- Associated Matls 9.125% | 0.76% |
| -- Inmet Mng 144A 8.75% | 0.74% |
| -- Ply Gem Inds 8.25% | 0.72% |
| -- Cit Grp 144A 4.75% | 0.68% |
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