13 American Funds Named Among Fantastic 43 By Morningstar | American Funds

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13 American Funds Named Among “Fantastic 43” By Morningstar

For the sixth year in a row, investment research firm Morningstar® added several American Funds to its list of standout mutual funds in its universe. Of the 43 funds chosen from a universe of roughly 8,000 eligible funds, 13 were American Funds. Funds were selected based on meeting or exceeding Morningstar’s strict quantitative requirements.

To qualify, a fund must have:

  • Expenses in the lowest quintile for the category
  • A Morningstar analyst rating of bronze or higher
  • Results exceeding the fund’s benchmark through the longest manager tenure
  • A risk level below Morningstar’s High category
  • A manager with at least five years’ fund experience
  • At least one manager with $1 million invested in the fund
  • A positive parent rating
  • Availability not limited to institutional investors

Here are the 13 American Funds that made the list by Morningstar category:

Allocation — 50% to 70% Equity
American Balanced Fund®

Allocation — 70% to 85% Equity
The Income Fund of America ®

Diversified Emerging Markets
New World Fund®

Large Blend
The Investment Company of America ®

Large Growth
AMCAP Fund®
The Growth Fund of America®

Large Growth (Foreign/World)
EuroPacific Growth Fund®

Large Value
Washington Mutual Investors FundSM

World Allocation
American Funds Global Balanced FundSM
Capital Income Builder®

World Large Stock
Capital World Growth and Income Fund®
New Perspective Fund®

World Small/Mid Stock
SMALLCAP World Fund®

Download the entire Fantastic 43 article reprint to learn more about the details of the screening criteria.

 


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. 

The American Funds are distributed by American Funds Distributors, Inc.

Content contained herein is not intended to serve as impartial investment or fiduciary advice. The content has been developed by Capital Group, which receives fees for managing, distributing and/or servicing its investments.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and not to be comprehensive or to provide advice.