Select your location

Who are you ?

Select another location

Wer bist du ?

Wählen Sie einen anderen Ort

Qui êtes vous ?

Sélectionnez un autre emplacement

Qui êtes vous ?

Sélectionnez un autre emplacement

Qui êtes vous ?

Sélectionnez un autre emplacement

Wer bist du ?

Wählen Sie einen anderen Ort

Wer bist du ?

Wählen Sie einen anderen Ort

Qui êtes vous ?

Sélectionnez un autre emplacement

Wer bist du ?

Wählen Sie einen anderen Ort

Qui êtes vous ?

Sélectionnez un autre emplacement

Who are you ?

Select another location

Who are you ?

RETIREMENT PLAN INVESTOR

Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1 OR 2

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

Categories
Active Management
13 American Funds named among "Fantastic 43" by Morningstar
Dave Petzke
Senior Vice President, Capital Group
Save to My Briefcase
Saved to My Briefcase

For the sixth year in a row, investment research firm Morningstar® added several American Funds to its list of standout mutual funds in its universe. Of the 43 funds chosen from a universe of roughly 8,000 eligible funds, 13 were American Funds. Funds were selected based on meeting or exceeding Morningstar’s strict quantitative requirements.


To qualify, a fund must have:

  • Expenses in the lowest quintile for the category
  • A Morningstar analyst rating of bronze or higher
  • Results exceeding the fund’s benchmark through the longest manager tenure
  • A risk level below Morningstar’s High category
  • A manager with at least five years’ fund experience
  • At least one manager with $1 million invested in the fund
  • A positive parent rating
  • Availability not limited to institutional investors

Here are the 13 American Funds that made the list by Morningstar category:


Allocation — 50% to 70% Equity
American Balanced Fund®


Allocation — 70% to 85% Equity
The Income Fund of America®


Diversified Emerging Markets
New World Fund®


Large Blend
The Investment Company of America®


Large Growth
AMCAP Fund®
The Growth Fund of America®


Large Growth (Foreign/World)
EuroPacific Growth Fund®


Large Value
Washington Mutual Investors FundSM


World Allocation
American Funds Global Balanced FundSM
Capital Income Builder®


World Large Stock
Capital World Growth and Income Fund®
New Perspective Fund®


World Small/Mid Stock
SMALLCAP World Fund®


Download the entire Fantastic 43 article reprint to learn more about the details of the screening criteria.




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.

Use of this website is intended for U.S. residents only.

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.

Use of this website is intended for U.S. residents only.