For mutual fund investors, taxes are inevitable. Even if you’re a long-term buy...
Welcome to MutualFunds.com
Please help us personalize your experience and select the one that best describes you.
Your personalized experience is almost ready.
Check your email and confirm your subscription to complete your personalized experience.
Thank you for your submission
We hope you enjoy your experience
Fixed income news, reports, video and more.
Municipal bonds news, reports, video and more.
Practice management news, reports, video and more.
Portfolio management news, reports, video and more.
Retirement news, reports, video and more.
Learn from industry thought leaders and expert market participants.
Deepen your understanding of Responsible Investing and learn how it can potentially help you build a more successful practice.
Min ($M USD)
Max ($M USD)
This is a list of American Funds Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.
In this table you will find short term historical return data, including 1-year returns and 3-year returns on American Funds Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.
This table presents long term historical returns data for American Funds Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.
This list includes all management costs and other fee information for American Funds Funds.
This page includes relevant dividend information on American Funds Funds.
The table below illustrates valuable information regarding the primary fund manager for American Funds Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.
This list includes the retirement (IRA) and standard minimum amounts required to invest in American Funds Funds.
This list includes asset allocation proportions of the underlying holdings for American Funds Funds.
|Fund Name||Share Class & Symbol||Primary Theme||Net Assets ($M USD)||1 Year Return||1 Year Rank in Primary Theme||Exp Ratio||Primary Manager Tenure (yrs)|
|American Funds The Growth Fund of America®||A (AGTHX)||$235,451.29||37.07%||34.82%||0.63%||26.85|
|American Funds American Balanced Fund®||A (ABALX)||$171,431.98||11.88%||29.07%||0.58%||21.68|
|American Funds EuroPacific Growth Fund®||A (AEPGX)||$167,896.08||18.65%||49.33%||0.84%||18.59|
|American Funds Washington Mutual Investors Fund||A (AWSHX)||$126,972.19||8.00%||63.19%||0.58%||23.18|
|American Funds New Perspective Fund®||A (ANWPX)||$116,013.25||31.12%||11.71%||0.75%||19.76|
|American Funds The Income Fund of America®||A (AMECX)||$110,608.44||5.07%||62.96%||0.56%||28.35|
|American Funds Fundamental Investors®||A (ANCFX)||$107,208.78||17.09%||32.36%||0.61%||27.52|
|American Funds Investment Company of America®||A (AIVSX)||$103,021.87||17.92%||30.50%||0.59%||28.52|
|American Funds Capital World Growth and Income Fund®||A (CWGIX)||$101,158.21||15.02%||42.19%||0.77%||14.59|
|American Funds Capital Income Builder®||A (CAIBX)||$99,026.09||2.96%||47.91%||0.60%||28.68|
|American Funds AMCAP Fund®||A (AMCPX)||$75,105.98||23.67%||67.26%||0.68%||24.35|
|American Funds American Mutual Fund®||A (AMRMX)||$64,232.87||6.95%||8.95%||0.59%||14.67|
|American Funds The Bond Fund of America®||A (ABNDX)||$63,474.76||9.07%||3.95%||0.60%||11.51|
|American Funds SMALLCAP World Fund®||A (SMCWX)||$54,993.16||24.51%||51.37%||1.06%||20.76|
|American Funds New World Fund®||A (NEWFX)||$46,695.13||19.18%||25.96%||1.02%||20.3|
|American Funds 2030 Target Date Retirement Fund®||A (AAETX)||$29,928.84||14.56%||6.99%||0.37%||13.59|
|American Funds The New Economy Fund®||A (ANEFX)||$27,204.06||27.38%||57.86%||0.78%||29.68|
|American Funds 2025 Target Date Retirement Fund®||A (AADTX)||$27,014.76||13.19%||6.39%||0.37%||13.59|
|American Funds Intermediate Bond Fund of America®||A (AIBAX)||$26,940.61||6.89%||1.62%||0.63%||10.84|
|American Funds U.S. Government Money Market Fund||A (AFAXX)||$25,168.50||0.76%||37.22%||0.37%||11.34|
|Fund Name||YTD||YTD Rank in Primary Theme||1 Year Return||1 Year Rank in Primary Theme||3 Year Return||3 Year Rank in Primary Theme|
|Fund Name||5 Year Return||5 Year Rank in Primary Theme||10 Year Return||10 Year Rank in Primary Theme||Inception Date|
|Fund Name||Exp Ratio||Management Fee||12b-1||Admin Fee||Front Load||Deferred Load||Max Redemption Fee||Turnover|
|Fund Name||Div Yield||Last Dividend Date||Last Dividend Amount||Dividend Frequency||Net Income Ratio|
|Fund Name||YTD||Primary Manager||Start Date||Primary Manager Tenure (yrs)||Tenure Rank|
|Fund Name||IRA Minimum||Standard Minimum|
|Fund Name||Stocks||Bonds||Convertible Bonds||Preferred Stocks||Cash|
American Funds is a company that sells mutual funds with $2,126,059M in assets under management. The average expense ratio from all American Funds mutual funds is 0.80%. 76.39% of these mutual funds are no load funds. The oldest fund was launched in 1934; American Funds Invmt Co of Amer A (Liquid error: internal). The average manager tenure for all managers at American Funds is 10.12 years. The company offers investors 68 mutual funds, in terms of unique funds, not share classes.
In addition to mutual funds, the company also provides its insurance series and different kinds of funds of funds. American Funds has its headquarters in Los Angeles, California. It was founded in 1931 by Jonathan Bell Lovelace.
Los Angeles, California
Sign up for Advisor Access to receive email updates about American Funds best performers, news, CE accredited webcasts and more.