The Capital Advantage
American Funds has a track record of superior returns. Our equity-focused funds have consistently added value over a variety of market cycles and have outpaced their indexes the majority of the time.
The selection of funds that meet key criteria can be crucial in portfolio construction. Look for low fees and high manager ownership. Together, those traits can be a powerful combination for investors.
The selection of an investment manager with a proven track record of consistently outpacing the broad market is crucial. The right decision can transform long-term investment outcomes and make the difference between financial success and shortfall.
Source: Capital Group, based on Morningstar data. Based on monthly returns from January 1996 to December 2015. 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.
3Based on monthly returns net of fees. Average annualized returns include withdrawals. See Appendix for methodology.
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.
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.
Past results are not predictive of results in future periods.