PROBLEM: Market indexes don’t tell the whole story and can needlessly alarm investors.
SOLUTION: Consider investing in funds run by professional investment managers who have proven long-term track records.
American Funds is a proven investment manager with a long history of success. We believe our success stems in part from our long-term perspective and our emphasis on producing results that are less volatile than the broad market.
Our funds have beaten their Lipper® peer indexes in 81% of 10-year periods (90% for equity funds and 61% for fixed-income funds).* These periods include good times and bad.
Talk to your financial professional about investing for the long term with an investment manager that has a proven track record of success — in downturns as well as in bull markets.
American Funds Equity Funds, 10-Calendar-Year Periods
Based on results calculated at net asset value with all distributions reinvested. Reflects applicable fees and expenses.
Only American Funds with a track record of at least 10 years are included in this table.
* Based on Class A share results for rolling periods through December 31, 2015. Periods covered are the shorter of the fund’s lifetime or since the comparable Lipper index inception date (except Capital Income Builder and SMALLCAP World Fund, for which the Lipper average was used).
Past results are not predictive of results in future periods.
It’s difficult to see the value of your investments fall. But during challenging times, try to keep some fundamental investing principles in mind:
Additional resources to help investors prevail through market declines.
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.
Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.
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.
Investment results assume all distributions are reinvested and reflect applicable fees and expenses.
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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.