Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Capital Group Mutual Funds
View all of Capital Group’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Capital Group Mutual Funds List
1 to 25 of 1044 Results
Name | Ticker | Morningstar Category | Morningstar Rating for Funds Overall | Portfolio ESG Risk Rating | Morningstar Analyst Report | Total Return YTD | Total Return Rank in Category (Day-End) YTD, Day-End | Adjusted Expense Ratio | Fee Level Distribution | Share Class Type | Minimum Initial Investment |
|---|---|---|---|---|---|---|---|---|---|---|---|
| American Funds Conservative Growth and Income Portfolio Class F-2 | INPEX | Moderately Conservative Allocation | 4.83% | 31 | 0.410% | Low | No Load | $250 | |||
| American Funds 2030 Target Date Retirement Fund® Class R-6 | RFETX | Target-Date 2030 | 4.10% | 70 | 0.330% | Below Average | Retirement, Large | $250 | |||
| American Funds 2030 Target Date Retirement Fund® Class R-5 | REETX | Target-Date 2030 | 4.08% | 71 | 0.380% | Average | Retirement, Large | $250 | |||
| American Funds Tax-Aware Conservative Growth and Income Portfolio Class F-2 | TXIFX | Moderately Conservative Allocation | — | 5.22% | 28 | 0.450% | Low | No Load | $250 | ||
| American Funds The New Economy Fund® Class 529-F-2 | FNEEX | Global Large-Stock Growth | 9.18% | 7 | 0.510% | Low | No Load | $250 | |||
| American Funds The New Economy Fund® Class R-2 | RNGBX | Global Large-Stock Growth | 8.26% | 9 | 1.490% | Below Average | Retirement, Small | $250 | |||
| American Funds Conservative Growth and Income Portfolio Class ABLE-A | CIPGX | Moderately Conservative Allocation | 4.71% | 31 | 0.540% | Low | Front Load | $250 | |||
| American Funds American Balanced Fund® Class R-3 | RLBCX | Moderate Allocation | 6.31% | 32 | 0.890% | Low | Retirement, Medium | $250 | |||
| American Funds The New Economy Fund® Class 529-E | CNGEX | Global Large-Stock Growth | 8.72% | 9 | 1.000% | Low | Level Load | $250 | |||
| American Funds American Balanced Fund® Class R-4 | RLBEX | Moderate Allocation | 6.57% | 30 | 0.600% | Low | Retirement, Medium | $250 | |||
| American Funds 2015 Target Date Retirement Income Fund® Class R-5 | REJTX | Target-Date 2015 | 3.94% | 25 | 0.350% | Average | Retirement, Large | $250 | |||
| American Funds 2030 Target Date Retirement Fund® Class F-2 | FBETX | Target-Date 2030 | 4.02% | 72 | 0.410% | Below Average | No Load | $250 | |||
| American Funds The New Economy Fund® Class F-1 | ANFFX | Global Large-Stock Growth | 8.92% | 9 | 0.780% | Below Average | No Load | $250 | |||
| American Funds 2025 Target Date Retirement Income Fund® Class R-6 | RFDTX | Target-Date 2025 | 3.96% | 76 | 0.310% | Below Average | Retirement, Large | $250 | |||
| American Funds The Income Fund of America® Class R-6 | RIDGX | Global Moderate Allocation | 8.62% | 18 | 0.260% | Low | Retirement, Large | $250 | |||
| American Funds Tax-Aware Conservative Growth and Income Portfolio Class F-3 | TYIFX | Moderately Conservative Allocation | — | 5.31% | 25 | 0.340% | Low | Institutional | $1M | ||
| American Funds The New Economy Fund® Class R-5E | RNGHX | Global Large-Stock Growth | 9.12% | 7 | 0.550% | Low | Retirement, Large | $250 | |||
| American Funds Investment Company of America® Class 529-F-2 | FCIAX | Large Blend | 5.15% | 82 | 0.360% | Low | No Load | $250 | |||
| American Funds Investment Company of America® Class F-3 | FFICX | Large Blend | 5.24% | 81 | 0.270% | Low | Institutional | $1M | |||
| American Funds The Income Fund of America® Class 529-A | CIMAX | Global Moderate Allocation | 8.27% | 19 | 0.580% | Low | Front Load | $250 | |||
| American Funds Fundamental Investors® Class R-6 | RFNGX | Large Blend | 9.20% | 30 | 0.280% | Low | Retirement, Large | $250 | |||
| American Funds 2025 Target Date Retirement Income Fund® Class R-5E | RHDTX | Target-Date 2025 | 3.88% | 78 | 0.450% | Above Average | Retirement, Large | $250 | |||
| American Funds The Income Fund of America® Class 529-F-2 | FAIFX | Global Moderate Allocation | 8.56% | 18 | 0.340% | Low | No Load | $250 | |||
| American Funds 2020 Target Date Retirement Income Fund® Class F-3 | FCCTX | Target-Date 2020 | 4.09% | 44 | 0.300% | Below Average | Institutional | $1M | |||
| American Funds Fundamental Investors® Class F-3 | FUNFX | Large Blend | 9.21% | 30 | 0.280% | Low | Institutional | $1M |
Capital Group Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States