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U.S. Large-Cap Equity | International
U.S. Large-Cap Equity
Viewing: 10-year monthly rolling periods | 20 years ended 06/30/2019
Source: Capital Group, based on Morningstar data. Based on monthly rolling periods from June 1999 to June 2019. American Funds included in the calculation: AMCAP Fund, American Mutual Fund, Fundamental Investors, The Growth Fund of America, The Investment Company of America, The New Economy Fund, and Washington Mutual Investors Fund. For more information on how this was calculated, please see About Our Process in the Methodology section. U.S. index is S&P 500. The index is unmanaged and, therefore, has no expenses. Investors cannot invest directly in an index. Past results are not predictive of future results.
American Funds That Qualify as Select Equity Funds
Viewing: 10-year monthly rolling periods | 20 years ended 06/30/2019
Source: Capital Group, based on Morningstar data. Based on monthly rolling periods from June 1999 to June 2019. For more information on how this was calculated, please see About Our Process in the Methodology section. U.S. index is S&P 500. The index is unmanaged and, therefore, has no expenses. There have been periods when the funds have lagged the index. Investors cannot invest directly in an index. Past results are not predictive of future results.
U.S. Large-Cap Equity
Viewing: 5-year monthly rolling periods | 20 years ended 06/30/2019
Source: Capital Group, based on Morningstar data. Based on monthly rolling periods from June 1999 to June 2019. American Funds included in the calculation: AMCAP Fund, American Mutual Fund, Fundamental Investors, The Growth Fund of America, The Investment Company of America, The New Economy Fund, and Washington Mutual Investors Fund.For more information on how this was calculated, please see About Our Process in the Methodology section. U.S. index is S&P 500. The index is unmanaged and, therefore, has no expenses. Investors cannot invest directly in an index. Past results are not predictive of future results.
American Funds That Qualify as Select Equity Funds
Viewing: 5-year monthly rolling periods | 20 years ended 06/30/2019
Source: Capital Group, based on Morningstar data. Based on monthly rolling periods from June 1999 to June 2019. For more information on how this was calculated, please see About Our Process in the Methodology section. U.S. index is S&P 500. The index is unmanaged and, therefore, has no expenses. There have been periods when the funds have lagged the index. Investors cannot invest directly in an index. Past results are not predictive of future results.
U.S. Large-Cap Equity
Viewing: 3-year monthly rolling periods | 20 years ended 06/30/2019
Source: Capital Group, based on Morningstar data. Based on monthly rolling periods from June 1999 to June 2019. American Funds included in the calculation: AMCAP Fund, American Mutual Fund, Fundamental Investors, The Growth Fund of America, The Investment Company of America, The New Economy Fund, and Washington Mutual Investors Fund. For more information on how this was calculated, please see About Our Process in the Methodology section. U.S. index is S&P 500. The index is unmanaged and, therefore, has no expenses. Investors cannot invest directly in an index. Past results are not predictive of future results.
American Funds That Qualify as Select Equity Funds
Viewing: 3-year monthly rolling periods | 20 years ended 06/30/2019
Source: Capital Group, based on Morningstar data. Based on monthly rolling periods from June 1999 to June 2019. For more information on how this was calculated, please see About Our Process in the Methodology section. U.S. index is S&P 500. The index is unmanaged and, therefore, has no expenses. There have been periods when the funds have lagged the index. Investors cannot invest directly in an index. Past results are not predictive of future results.
U.S. Large-Cap Equity
Viewing: 1-year monthly rolling periods | 20 years ended 06/30/2019
Source: Capital Group, based on Morningstar data. Based on monthly rolling periods from June 1999 to June 2019. American Funds included in the calculation: AMCAP Fund, American Mutual Fund, Fundamental Investors, The Growth Fund of America, The Investment Company of America, The New Economy Fund, and Washington Mutual Investors Fund. For more information on how this was calculated, please see About Our Process in the Methodology section. U.S. index is S&P 500. The index is unmanaged and, therefore, has no expenses. Investors cannot invest directly in an index. Past results are not predictive of future results.
American Funds That Qualify as Select Equity Funds
Viewing: 1-year monthly rolling periods | 20 years ended 06/30/2019
Source: Capital Group, based on Morningstar data. Based on monthly rolling periods from June 2000 to June 2019. For more information on how this was calculated, please see About Our Process in the Methodology section. U.S. index is S&P 500. The index is unmanaged and, therefore, has no expenses. There have been periods when the funds have lagged the index. Investors cannot invest directly in an index. Past results are not predictive of future results.U.S. index is S&P 500.
What Are Select Equity Funds?
Our analysis has uncovered two simple screens that identify a group of Select Equity funds that has generated higher returns, on average, when compared to market indexes over time. Those screens are low expenses and high manager ownership.
