Mutual Funds - Latest Summary ( 15 Funds, 256 Classes )


Capital World Growth & Income Fund

Large-Cap > Core

CWIAX rank - 31 of 64

The fund seeks capital appreciation in the long term and current income by investing in companies outside the United States.

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

The strategy has the flexibility to seek growth and income opportunities a

YTD
1.36%
2024
5.68%

American Funds SMALLCAP World Fund, Inc

Small-Cap > Core

CSPAX rank - 41 of 49

The fund seeks capital appreciation in the long term by investing in small-size companies outside the United States.

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

The investment process starts with a list of companies in the benchmark index and

YTD
0.44%
2024
1.7%

American Funds New Perspective Fund

Large-Cap > Growth

CNPAX rank - 20 of 69

The fund seeks capital appreciation in the long term by investing in companies outside the United States.

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

The investment process starts with a list of companies in the benchmark index and the researc

YTD
-100%
2024
12.62%

American Funds Growth Portfolio

Multi-Cap > Growth

CGPAX rank - 62 of 136

The fund seeks capital appreciation in the long term by investing in companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests significantly in issuers domiciled outside

YTD
-100%
2024
22.03%

American Funds Capital Income Builder

NA > NA

CFIHX rank - 23 of 90

The fund seeks primarily current income and secondarily capital appreciation by investing in companies outside the United States.

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

The investment process starts with a list of companies in the benchma

YTD
3.11%
2024
4.14%

American Funds New World Fund

NA > NA

CNWAX rank - 254 of 446

The fund seeks capital appreciation in the long term by investing in companies outside the United States.

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

The investment process starts with a list of companies in the benchmark index and the researc

YTD
1.06%
2024
2.68%

American Funds International Growth & Income Fund

Multi-Cap > Core

CGIAX rank - 295 of 508

The fund seeks capital appreciation in the long term and current income by investing in companies outside the United States.

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

The investment process starts with a list of companies in the benchmark in

YTD
-0.25%
2024
0%

American Funds EuroPacific Growth Fund

Large-Cap > Growth

CEUAX rank - 58 of 116

The fund seeks capital appreciation in the long term by investing in companies outside the United States.

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers

The investment process starts with a list of companies in the benchmark index and the research

YTD
-100%
2024
6.33%

The fund seeks capital appreciation in the long term and current income by investing in companies in the developing world.

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

The investment process starts with a list of companies in the benchmark inde

YTD
1.04%
2024
2.42%

American Funds New Economy Fund

Multi-Cap > Growth

ANEFX rank - 187 of 315

The fund seeks capital appreciation in the long term by investing in companies in the United States.

The investment process is designed to highlight companies in the benchmark index that have the potential for growth and to pay dividends.

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into s

YTD
-100%
2024
14.1%

American Funds Fundamental Investors

Large-Cap > Core

FUNFX rank - 0 of 527

The fund seeks primarily capital appreciation and secondarily current income by investing in companies in the United States.

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

The adviser’s investment process is designed to identify undervalued

YTD
0.06%
2024
12.92%

American Funds Investment Company of America

Large-Cap > Core

FFICX rank - 403 of 527

The fund seeks primarily capital appreciation and secondarily future income in the long term by investing in mid-and large-size companies in the United States.

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

The adviser’s investment process

YTD
-100%
2024
13.88%

American Funds AMCAP Fund

Large-Cap > Growth

CAFAX rank - 395 of 639

The fund seeks capital appreciation in the long term by investing in any-size companies in the United States.

The investment process uses fundamental analysis to identify companies exhibiting strong growth characteristics and the potential for attractive future growth.

The research team with the help of quantitative techniques looks for companies that are trading at attractive valuation to the past, to their peers or overall market.

The multi-manager fund may also have small exposures to foreign securities. 

YTD
-100%
2024
24.3%

American Funds Growth Fund of America

Large-Cap > Growth

AGTHX rank - 171 of 639

The fund seeks capital appreciation by investing in large and-mid-size companies in the United States.

The investment process is using fundamental analysis to identify companies exhibiting superior capital growth opportunities.

The research team with the help of quantitative techniques looks for attractively valued companies.

The multi-manager fund has the flexibility to invest up to 25% of its net assets in securities of foreign issuers.

   

YTD
-100%
2024
22.75%

American Funds American Mutual Fund

Large-Cap > Core

AFMFX rank - 37 of 527

The fund seeks primarily capital appreciation, secondarily current income, and thirdly conservation of principal by investing in mid-and large-size companies in the United States and Canada.

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

The advi

YTD
-100%
2024
16.42%
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