OCTOBER 12, 2017

American Funds Receives Top Honors on Morningstar’s “Fantastic 43” List

13 American Funds included in Morningstar’s fund review – the most of any fund family

LOS ANGELES, October 12, 2017 — Thirteen American Funds have been cited for excellence in the Morningstar® FundInvestor℠ “Fantastic 43” list – the most of any fund family. This represents more than half of the fund family’s assets under management. Morningstar’s review of nearly 8,000 mutual funds identified a select group of funds considered for criteria such as expenses, manager ownership, returns, stewardship and risk ratings.

“We are honored that our funds have been recognized by Morningstar for delivering superior results at a low cost to investors,” said Matt O’Connor, president of American Funds Distributors, a division of Capital Group. “This speaks to our long-term and successful focus on helping investors save for a secure retirement.”

“We know that identifying a successful fund can seem daunting to many investors, and the Morningstar Fantastic 43 list can be a useful guide. In addition, our research finds that investors can use two simple screens to identify funds more likely to deliver superior results over time – funds with expenses in the lowest quartile and funds run by portfolio managers who invest their own money alongside the investors.”

The 13 American Funds that made Morningstar’s 2017 Fantastic 43 list are at right :

Screenshot of Morningstar Fantastic 43 report


Morningstar’s Fantastic 43 list includes data for each fund, showing the expense ratio, risk rating, tenure of the longest serving portfolio manager, the fund’s annualized return over that manager’s tenure and the return of the fund’s benchmark or category benchmark.

About Capital Group
Since 1931, Capital Group, home of the American Funds, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. Today, Capital Group manages more than U.S. $1.6 trillion in equity and fixed income assets for millions of individual and institutional investors around the world.*

*As of June 30, 2017

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

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