Thomas White American Opportunities Fund | American Mutual Funds Investment

Ticker: TWAOX

Thomas White American Opportunities Fund

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Portfolio Review

March 31, 2012

Top Holdings

Security Sector Weight

Great Plains Energy Inc.

Energy

3.16%

W.W. Grainger Inc.

Industrials

3.00%

Macy's Inc.

Consumer Discretionary

2.95%

Novellus Systems Inc.

Information Technology

2.84%

Reynolds American Inc.

Consumer Staples

2.67%

HCP Inc.

Financials

2.53%

CMS Energy Corp.

Utilities

2.36%

Fiserv Inc.

Information Technology

2.28%

Realty Income Corp.

Financials

2.27%

Adobe Systems Inc.

Information Technology

2.25%



Market Cap Exposure

Portfolio Sector Weightings

American Fund Portfolio

American Fund Portfolio


All data as on March 31, 2012

Fund holdings and sector allocations are subject to change at any time and are not recommendations to buy or sell any security.