American Funds selected for Morningstar’s “The Thrilling 34” list | Capital Group

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American Funds selected for Morningstar’s “The Thrilling 34” list

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.

The American Funds that made Morningstar’s 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 December 31, 2019, Capital Group manages more than $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 34, by Russell Kinnel, December 2019. 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.


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