Morningstar

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

The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.

1 to 25 of 97 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 Growth Portfolio Class 529-ACGPAXAggressive Allocation
Get the Report 8.14%630.750%LowFront Load$250
American Funds Growth Portfolio Class F-2GWPEXAggressive Allocation
Get the Report 8.37%620.470%LowNo Load$250
American Funds The Income Fund of America® Class R-6RIDGXGlobal Moderate Allocation
Get the Report 8.55%300.260%LowRetirement, Large$250
American Funds The New Economy Fund® Class R-5ERNGHXGlobal Large-Stock Growth
Get the Report 14.50%90.550%LowRetirement, Large$250
American Funds Fundamental Investors® Class F-3FUNFXLarge Blend
Get the Report 13.06%270.280%LowInstitutional$1M
American Funds Investment Company of America® Class F-3FFICXLarge Blend
Get the Report 9.42%760.270%LowInstitutional$1M
American Funds 2020 Target Date Retirement Income Fund® Class F-3FCCTXTarget-Date 2020
Get the Report 4.30%640.300%Below AverageInstitutional$1M
American Funds Tax-Aware Conservative Growth and Income Portfolio Class F-2TXIFXModerately Conservative Allocation— Get the Report 5.16%240.450%LowNo Load$250
American Funds American Balanced Fund® Class R-3RLBCXModerate Allocation
Get the Report 7.72%280.890%LowRetirement, Medium$250
American Funds The New Economy Fund® Class F-1ANFFXGlobal Large-Stock Growth
Get the Report 14.31%90.780%Below AverageNo Load$250
American Funds Tax-Aware Conservative Growth and Income Portfolio Class F-3TYIFXModerately Conservative Allocation— Get the Report 5.25%240.340%LowInstitutional$1M
American Funds The New Economy Fund® Class R-2RNGBXGlobal Large-Stock Growth
Get the Report 13.67%131.490%Below AverageRetirement, Small$250
American Funds Fundamental Investors® Class F-2FINFXLarge Blend
Get the Report 12.96%280.380%LowNo Load$250
American Funds 2015 Target Date Retirement Income Fund® Class R-5REJTXTarget-Date 2015
Get the Report 4.02%560.350%AverageRetirement, Large$250
American Funds Fundamental Investors® Class R-6RFNGXLarge Blend
Get the Report 13.05%270.280%LowRetirement, Large$250
American Funds Growth Portfolio Class R-4RGWEXAggressive Allocation
Get the Report 8.16%630.710%LowRetirement, Medium$250
American Funds 2025 Target Date Retirement Income Fund® Class R-6RFDTXTarget-Date 2025
Get the Report 4.39%820.310%Below AverageRetirement, Large$250
American Funds Investment Company of America® Class 529-F-2FCIAXLarge Blend
Get the Report 9.33%770.360%LowNo Load$250
American Funds Conservative Growth and Income Portfolio Class ABLE-ACIPGXModerately Conservative Allocation
Get the Report 4.93%300.540%LowFront Load$250
American Funds The New Economy Fund® Class 529-F-2FNEEXGlobal Large-Stock Growth
Get the Report 14.56%90.510%LowNo Load$250
American Funds American Balanced Fund® Class R-4RLBEXModerate Allocation
Get the Report 7.97%260.600%LowRetirement, Medium$250
American Funds Conservative Growth and Income Portfolio Class F-2INPEXModerately Conservative Allocation
Get the Report 4.98%290.410%LowNo Load$250
American Funds The New Economy Fund® Class 529-ECNGEXGlobal Large-Stock Growth
Get the Report 14.11%101.000%LowLevel Load$250
American Funds American Balanced Fund® Class AABALXModerate Allocation
Get the Report 7.99%260.550%LowFront Load$250
American Funds Tax-Aware Conservative Growth and Income Portfolio Class ATAIAXModerately Conservative Allocation— Get the Report 5.01%280.660%LowFront Load$250

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

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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