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8 American Funds named among "28 Terrific" by Morningstar
For the seventh year in a row, investment research firm Morningstar® included several American Funds on its list of standout mutual funds. Of the 28 funds chosen from a universe of roughly 8,000 eligible funds, eight 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 broad-level 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.
- An average fund manager tenure of at least five years.
- At least one manager with $1 million invested in the fund.
- A positive parent rating.
- Availability not limited to institutional investors.
Here are the eight 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®
Large blend
The Investment Company of America®
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®
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This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.
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 should not be considered advice, an endorsement or a recommendation.
Use of this website is intended for U.S. residents only.