American Funds selected for Morningstar’s “The Thrilling 36” list

Seven American Funds included in Morningstar's fund review

LOS ANGELES, December 4, 2020  -- 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.

“We are honored to have our funds recognized for the strong results our funds have historically delivered to investors," said Riley Etheridge, president, wealth management client group at Capital Group, home of American Funds. “This recognition is important to us as it highlights our consistently strong risk-adjusted results relative to peers, particularly in these volatile markets.”

The funds from American Funds that made Morningstar's Thrilling 36 list are:


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. As of September 30, 2020, Capital Group manages $2.0 trillion in equity and fixed income assets for millions of individual and institutional investors around the world.

The Capital Group companies manage equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.

Source: Morningstar, “Fund Spy: The Thrilling 36,” by Russel Kinnel, August 2020. Morningstar's screening took into consideration expense ratios, manager ownership, returns over manager's tenure, and Morningstar Risk, Analyst and Parent ratings. The universe was limited to share classes accessible to individual investors with a minimum investment no greater than $50,000 and did not include funds of funds. Class A shares were evaluated for American Funds. American Funds Target Date Retirement Series invests in Class R-6 shares of the underlying American Funds. Not all seven American Funds strategies are in each target date fund. Underlying funds may change over time. The list's criteria have changed over the years. Visit www.morningstar.com for more details.

 

 


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