The Capital Advantage | Capital Group


The Capital Advantage℠ Can Help Investors Pursue Greater Wealth

The difference between success and shortfall can hinge on the selection of an investment manager. The evidence shows American Funds® equity-focused funds have a long history of outpacing their indexes a majority of the time and helping investors achieve their objectives.The right choice of funds can help investors build portfolios with the potential to provide wealth over time with lower risk.
Don't Settle For Average
American Funds has a track record of superior returns. Our equity-focused funds have consistently added valueover a variety of market cycles and have outpaced their indexes the majority of the time.

Two Screens Would Have Helped Lead You to Superior Results

Characteristics of Core Funds That Added Value


Source: Capital Group, based on Morningstar data.2

Morningstar Names Capital Group’s American Funds as Its Top Fund Family
Morningstar named Capital Group’s American Funds the number one fund family in its quarterly evaluation of the largest 150 fund families. 3

Capital Group is the “Standard-Bearer” in Asset Management The Firm’s Multimanager System is a Reason

13 American Funds Make Morningstar’s “Fantastic 43” List
Investment research firm Morningstar added several American Funds — the most investible funds of any fund family — to its list of standout mutual funds in its universe.

How Our Funds Passed Morningstar's Rigorous Test for Overall Excellence — for the Seventh Year in a Row

Of the 28 funds chosen from a universe of roughly 8,000 eligible funds, 8 were American Funds. Funds were selected based on meeting or exceeding Morningstar’s strict quantitative requirements.

1Data from published sources were calculated internally. Numbers of periods are based on rolling monthly data for all funds — reducing entry- and exit-point bias and better reflecting the range of entry points experienced by investors. American Funds represents 18 equity-focused funds, in aggregate: AMCAP Fund, American Balanced Fund, American Funds Global Balanced Fund, American Mutual Fund, Capital Income Builder, Capital World Growth and Income Fund, EuroPacific Growth Fund, Fundamental Investors, The Growth Fund of America, The Income Fund of America, International Growth and Income Fund, The Investment Company of America, The New Economy Fund, New Perspective Fund, New World Fund, SMALLCAP World Fund, American Funds Developing World Growth and Income Fund and Washington Mutual Investors Fund. For each fund’s comparable index/index blend, see Methodology. Past results are not predictive of results in future periods.

2Source: Capital Group, based on Morningstar data. Based on monthly returns from January 1997 to December 2016. U.S. funds are those in the Morningstar Large Value, Large Blend and Large Growth categories. U.S. index is S&P 500. International funds are those in the Morningstar Foreign Large Value, Foreign Large Blend and Foreign Large Growth categories. International index is MSCI ACWI ex USA. The indexes are unmanaged and, therefore, have no expenses. Investors cannot invest directly in an index. Unless otherwise indicated, all distributions were reinvested.

3Morningstar research published July 1, 2017. Fund companies were ranked using relative measures among the universe including portfolio manager tenure and portfolio manager investment in funds.

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, summary prospectuses and CollegeAmerica Program Description, which can be obtained from a financial professional and should be read carefully before investing. 

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.

©2018 Morningstar, Inc. All Rights Reserved. Some of the information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar, its content providers nor the American Funds are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Information is calculated by Morningstar. Due to differing calculation methods, the figures shown here may differ from those calculated by American Funds.

Past results are not predictive of results in future periods.