which offers no-load funds. The Vanguard Group's offerings are passively managed, while American Funds has managers who actively manage its funds. All return comparisons are based on each fund'snet asset value(NAV) as of Aug. 18, 2023, unless indicated otherwise. ...
See American Funds SMALLCAP World Fund (SCWFX) mutual fund ratings from all the top fund analysts in one place. See American Funds SMALLCAP World Fund performance, holdings, fees, risk and other data from Morningstar, S&P, and others.
EVSYX 24.38 0.45% Allspring Disciplined U.S. Core Fund Other FCSXX 1.00 0.00% Fidelity Investments Money Market Treasury Portfolio C AMPFX 42.56 1.00% American Funds AMCAP Fund® Other EAERX 24.10 -3.10% Eaton Vance Stock Fund A CompareSeeking...
American Funds Global Balanced Fund (Class A | Fund 37 | GBLAX) seeks the balanced accomplishment of three objectives: long-term growth of capital, conservation of principal and current income.
Market data provided by Xignite. Fund data provided by Xignite and Morningstar. See Disclaimer. Contact U.S. News Best Funds. Use of this website constitutes acceptance of the Best Funds Terms and Conditions of Use. See Also: IGFFX American Funds Intl Gr and Inc Fd 16.32% 1-YEAR Foreign...
Fund Details Legal Name AMERICAN FUNDS FUNDAMENTAL INVESTORS Fund Family Name American Funds Inception Date Aug 01, 2008 Shares Outstanding N/A Share Class C Currency USD Domiciled Country US Manager Dina Perry Fund Description The fund seeks to invest primarily in common stocks of companies that ap...
Investment advice (if funds are purchased through a broker) Wide range of options of high-quality mutual funds Many fund share classes to suit investor preferences of all kinds Low expense ratios, compared to otheractively managed funds Cons ...
AMERICAN FUNDS MORTGAGE FUND Fund Family Name Capital Group Fund Group Inception Date Nov 01, 2010 Shares Outstanding N/A Share Class A Currency USD Domiciled Country US Manager Fergus MacDonald Fund Description Normally at least 80% of the fund’s assets are invested in mortgage-related securitie...
U.S. government securities and money market instruments. At least 60% of its assets will be invested in securities rated A3/A- or better at the time of purchase (or unrated but determined by the fund’s investment adviser to be of equivalent quality). It is the fund’s current practice...
To be included in MSCI ESG Fund Ratings, 65% (or 50% for bond funds and money market funds) of the fund’s gross weight must come from securities with ESG coverage by MSCI ESG Research (certain cash positions and other asset types deemed not relevant for ESG analysis by MSCI are removed...