The Capital Advantage | American Funds

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The Capital AdvantageSM:

Helping Improve Investor Outcomes for Over 85 Years

Since 1931, Capital Group’s equity-focused American Funds have used our consistent approach – in combination with The Capital SystemSM – to help investors pursue long-term investment success.

Achieving Better Results

The Select Investment Scorecard

Explore how two simple screens – low expenses and high manager ownership – can identify a group of funds with the potential to beat the index.



Reducing Risk; Delivering Greater Value

Index funds may fall as far as the market they track, but investors don't have to. Over time, investors can gain more by losing less.

Screening for Superior Funds

A long-standing principle in the industry is that past performance is no guarantee of future results. That said, our research shows that a few simple screens can identify investment funds that have delivered superior results for investors.
Selecting funds that meet three key criteria – low fees, low downside capture and high manager ownership – can be crucial in portfolio construction.
Investing in index funds means investors won’t do worse than the overall market, but it guarantees they’ll never do better. So why settle for average?
Use this scorecard to see how a group of Select Equity funds has, on average, outpaced the index over one-, three-, five-, and 10-year rolling periods.
Explore how investors can use expense ratios and portfolio manager ownership to screen for equity funds that may benefit their investment strategy. (PDF)
Learn how the principle of downside resilience can help investors achieve better outcomes for their retirement portfolios. (PDF)

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

This material is intended for use by financial professionals or in conjunction with the advice of a financial professional.

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. 

Past results are not predictive of results in future periods.