RESEARCH & HIGHLIGHTS
Capital Group’s American Funds have won a total of 29 Refinitiv Lipper Fund Awards. One of the world’s largest asset managers, Capital Group is known for its family of competitively priced, active mutual funds that seek to deliver superior returns over the long-term. In addition, Capital Research & Management Company received awards in the Overall and Fixed Income categories. This marks the 16th consecutive year that American Funds has taken home multiple Refinitiv Lipper awards.
Capital Group, home of American Funds, has launched 12 active-passive model portfolios featuring Capital Group as the strategist. The models will be comprised of American Funds’ actively managed mutual funds and passively-managed exchange-traded funds (ETFs) from Vanguard, Schwab, and BlackRock. As the strategist, Capital Group will select the passive ETFs in each model and manage the allocations.
Capital Group, one of the world’s largest and most experienced active investment managers, today announced its board of directors has approved the election of leaders to new roles that will assume the management responsibilities of Tim Armour, Chairman and CEO and Rob Lovelace, Vice-Chair and President. Armour and Lovelace will both step down from Capital Group’s management committee in October of this year.
While there is no one way to effectively speak to the broad American population about retirement, the language used in retirement communications is important – and is often a more dependable way to communicate than imagery – according to new research by Capital Group, home of American Funds, and one of the world’s leading investment management firms.
Capital Group launched three active, fixed income exchange traded funds (ETFs) on the New York Stock Exchange today. Following the February launch of five equity ETFs and one fixed income ETF, this brings Capital Group’s available suite of ETFs to nine.
LOS ANGELES/LONDON: Nearly two-thirds (63%) of investors prefer to use active funds to integrate ESG, with equities (80%) over bonds (58%) as the most popular asset class globally to gain ESG exposure, according to a new study by Capital Group, one of the largest investment companies in the world, with assets under management of $2.7 trillion and 91 years of experience.1
Capital Group announced today that it has appointed three new members to its RIA Advisory Board, bringing membership to a total of 12 practitioners, specialists, and industry leaders. The advisory board, formed in conjunction with the launch of Capital Group's exclusive online hub for Registered Investment Advisors (RIAs) - RIA Insider - celebrated its two year anniversary in March.
Capital Group, home of the American Funds, and the Workplace Solutions group within Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc., have announced a new target date service, Target Date Plus, with personalized allocation advice tailored to a retirement saver's specific needs and objectives. The service, which employers can use as a qualified default investment alternative, blends the American Funds Target Date Retirement Series® with Morningstar Investment Management's experience delivering online investment advice through its user interfaces and vast network of integrated recordkeepers.
The American Funds Target Date Retirement Series® celebrated its 15-year anniversary in February, with select vintages winning twelve 2022 Refinitiv Lipper Fund Awards. In addition, on January 25, Morningstar analysts upgraded the low-cost share classes of the Series (F-2, F-3, R-5 and R-6) to Gold, labeling it “one of the very best” target date series in the industry.
Capital Group has announced the launch of ICanRetire®, an employee engagement program for plan sponsors. The new service from Capital Group helps plan sponsors more effectively engage employees in their retirement plan while addressing their specific goals.
Capital Group issues a statement on the Russian invasion of Ukraine.
Capital Group launched its first suite of active, transparent exchange traded funds (ETFs) on the New York Stock Exchange (NYSE) today, including one fixed income core plus income strategy, three equity strategies that invest primarily in the US, and two equity strategies that cover international and global.
London, October 20, 2021: About half of institutional and wholesale investors globally say that a lack of robust data is holding back their organisations' further adoption of ESG, according to a new global study by Capital Group, one of the largest and most experienced investment companies in the world, with assets under management of £1.9 trillion.
Capital Group, home of the American Funds and one of the world's largest investment management firms, has joined the United Nations Global Compact initiative - a voluntary leadership platform for the development, implementation and disclosure of responsible business practices. The Compact is a call to companies globally to align their operations and strategies with 17 universally accepted principles in the areas of human rights, labor, environment and anti-corruption, and to take action in support of the UN goals and issues embodied in its Sustainable Development Goals (SDGs).
Capital Group, home of American Funds and one of the world's largest investment management firms, has filed an application for exemptive relief with the Securities and Exchange Commission based on Fidelity's active equity ETF methodology.
Throughout history, watershed moments, such as the Great Depression and the Great Recession of 2007-2009, have defined and shaped Americans' financial philosophies.
As COVID-19 continues to drive economic uncertainty, Americans are facing critical choices about how to invest and approach a financially secure retirement. A new survey conducted by Capital Group, home of American Funds, and one of the world's leading investment management firms, finds that investors of all ages may lack the confidence, knowledge and resources needed to do just that.
What does a successful advisory practice look like today? PracticeLab, Capital Group's new digital destination for financial professionals, with insights and actionable ideas to help build advisory businesses and serve clients, will help answer that question.
American Funds, a family of mutual funds from Capital Group, has won a total of 20 Refinitiv Lipper Fund Awards recognizing American Funds Target Date Retirement Series®, American Funds Strategic Bond FundSM and SMALLCAP World Fund®. This marks the 13th consecutive year that American Funds has taken home multiple Refinitiv Lipper awards.
Racism in all its forms and against any community is painful and extremely damaging. At Capital, our first priority is the well-being of our associates. This is why we are committed to do our part to stop anti Asian racism – and for that matter, racism of any type – and support those who have been impacted.
Capital Group, one of the world's largest and most experienced investment firms, with more than US$2.3 trillion in assets under management, today announced the appointment of Rob Hardy as Corporate Governance Director and member of the firm's ESG (Environmental, Social and Governance) leadership team. Hardy joined Capital Group in February and will be based in London.
Capital Group, home of American Funds and one of the world's largest investment management firms, announced today that Reggie Hedgebeth has joined as Chief Legal Officer. Hedgebeth replaces Jim Ryan, who is retiring after 27 years with the firm.
Capital Group, home of American Funds and one of the world's largest investment management firms, announced that Marta Zarraga has joined the firm as Global Chief Information Officer overseeing technology and cyber security.
Capital Group, home of the American Funds and one of the world’s largest investment management firms, announced it plans to offer the firm’s first actively managed exchange-traded funds (ETFs).
The civil unrest on display today at the U.S. Capitol has no place in our democratic society, regardless of our political and ideological divisions. In this moment, we are reminded of the value we place at Capital on a culture in which we treat one another with respect, even when confronted by opposing viewpoints.
Seven American Funds have been included in the Morningstar® FundInvestor℠ “The Thrilling 36” list. Morningstar's review of more than 8,000 mutual funds identified 36 funds screened for criteria that include expense ratio, manager ownership, risk rating, parent rating, and returns.
All of us at Capital Group mourn the senseless deaths of George Floyd, Ahmaud Arbery and Breonna Taylor. These are among the latest heartbreaking reminders of the racial disparities that plague our society.
Capital Group, one of the world's largest investment management firms, has announced the launch of a new fixed income fund, American Funds Multi-Sector Income FundSM. Capital Group manages $365 billion in fixed income assets.*
Eight American Funds have been included in the Morningstar® Fund Spy “The Thrilling 34” list. Morningstar’s review of 8,000 mutual funds identified 34 funds screened for criteria that include expenses, manager ownership, returns, parent rating and risk ratings.
Fund family brings home multiple awards for 12th consecutive year
Capital Group, home of American Funds®, and one of the world’s oldest and largest investment management organizations with more than $1.9 trillion in assets under management, debuted its first brand marketing and television campaign in the company’s 87-year history today.
People would rather talk about anything other than money, including marriage problems, mental illness, drug addiction, race, sex, politics and religion. In a survey of 1,202 American adults conducted by Capital Group, home of American Funds, and one of the world's leading investment management firms, survey participants ranked financial topics such as household earnings, retirement savings, debt and inheritances as the most taboo topics of discussion.
A large majority of Americans agree they need to save more and invest better to prepare for retirement, but new research reveals one action that may make all of the difference. When people envision how they want to live in their retirement years, they are motivated to save more.
8 American Funds included in Morningstar’s fund review
Most Americans who are investing for retirement today wish that someone had shared financial advice with them at an earlier age, according to a survey of 1,202 investors conducted by Capital Group, home of American Funds®, and one of the world's leading investment management firms.
American Funds, a family of mutual funds from Capital Group, one of the world’s largest investment management firms, announced the launch of ABLEAmerica®, a new tax-advantaged savings plan, the first ABLE plan available through financial advisors for individuals with disabilities and their families.
Nine Lipper Awards in total for American Funds Target Date Retirement Series®, New Perspective Fund® and American Funds Mortgage Fund®
Capital Group, home of American Funds, has been honored with Glassdoor’s Employees’ Choice Award, recognizing the Best Places to Work in 2018 among large U.S. companies.
LOS ANGELES — Capital Group, home of the American Funds and one of the world’s largest investment management firms, announced today that Gary Veerman will be joining the firm as head of liability-driven investing (LDI) solutions.
Baby Boomers are learning to expect the unexpected as they transition into retirement, according to a survey of 1,200 investors conducted by Capital Group, home of the American Funds®.
Women investors are highly engaged in financial decisions, contribute meaningfully to household income and assets, and expect their investments to work hard for them, according to a survey of 1,200 investors conducted by Capital Group, home of the American Funds®.
Nine out of 10 Millennials are saving for retirement, according to a survey of 1,200 investors issued today by Capital Group, home of American Funds® and one of the world’s leading investment management firms. When it comes to their choices of employers and investments, compared to Baby Boomers, Millennials are looking for new workforce benefits and companies that deliver financial and social value.
Journalists can contact our media relations staff at the numbers below:
Asia and Australia
Follow us on Twitter @CapitalGroup and LinkedIn
About us: Capital Group ranks among the world's largest and oldest asset management firms. It is privately held, with offices around the globe in Europe, Asia, Australia and the Americas.
Our distinctive investing approach, The Capital System™, combines independent decisions with collaboration and diverse perspectives. It has delivered long-term results that help clients pursue their financial goals.
Headquarters: Los Angeles
Assets under management: US $2.2 trillion (December 31, 2022)
Employees: More than 8,000 (December 31, 2021)
Services: Capital Group offers a range of products, including more than 40 mutual funds, known as the American Funds®, as well as ETFs, separately managed accounts, collective investment trusts and high net worth investment services.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only.
American Funds Distributors, Inc., member FINRA.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.