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slewis008. • 9 mo. ago. Go to the Capital Group website > Investments > Mutual Fund Returns > select any fund (I selected AMCAP) > select Share Class A > scroll down to Volatility & Return and count how many of their funds are in the upper left quadrant OR the upper right quadrant against the S&P. My work here is done.
American funds typically sold by low level financial "advisors" have a 5.75% front end load. A good part of that goes as commission to the salesperson. Your typical salesperson selling these is not a financial "advisor". They are just sales slime. Another aspect is that they can't transferred to a regular broker.
The Fundamental Investor Fund from American funds holds 164 and over a 15 year time frame has done 8.79% Per year Compared to S&P 500's 7.35%. There is even more of a difference in International funds. The Europacific Growth Fund holds 249 stocks while the ETF EFA has 930, VEU has 2,269, and American funds has outpaced both.
Something about Ted Jones and the Founder of American Funds sitting on a bench in St. Louis, talking about what was important in a mutual fund company. Your takeaway shouldn't be that American Funds are superior to Vanguard funds - it should be that reasonable people can disagree, respectfully, even being fully aware of all of the information.
The biggest issue with continuing to use American Funds mutual funds is the sales charge, typically called a load fee. If you continue to purchase American Funds mutual funds, you'll either pay an up-front fee to buy (typically 5ish percent for AF, taken out of the purchase price), or pay a higher expense ratio and possibly a deferred load if ...
American Funds New World R6 American Century Mid Cap Value R6 ClearBridge International Growth IS Eaton Vance Atlanta Capital SMID-Cap R6 Fidelity Mid Cap Index JPMorgan Large Cap Growth R6 MFS Intl Diversification R6 Principal Real Estate Securities Inst Fidelity 500 Index Putnam Large Cap Value R6 American Funds American Balanced R6 PGIM High ...
My local American Funds broker convinced me to go with their 'portfolio series' GWPAX fund. It currently has 72% U.S. equities, 22% Non-U.S. equities, and 6% cash with a 0.74% expense ratio and 8.71% 10-year return. It is an actively managed (everything is as American Funds) mix of six mutual funds offered by American Funds.
Useful information would be: Ticker (letter abbreviation for fund) Fund name. Expense Ratio. We need at least #1 since that’s enough info to look up the fund. But you’ll get more responses with #2 and #3 since most people won’t want to look up funds and won’t know specific American Funds tickers off the top of their heads (if they were ...
If I'm not wrong, if there's any way to waive that or get around it to transfer elsewhere. Or some reason to keep it in the account. 1. Greetings! I come to r/personalfinance for the first time and I'm going to ask what might be an inane and small question. I've been looking at….
While both Vanguard's and American Funds' target date funds are "through" funds in that they continue to change allocation past the target date, the American Funds funds change allocations up to 30 years past the target date, whereas Vanguard's is done adjusting before year 10. (Sidenote: the American Funds TD funds have a weird glidepath, and ...