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MFWire: American Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Capital Group Cos.
333 South Hope Street
Los Angeles, CA  90071-1447
Google Maps

Contact
Main Phone: 213-486-9200
Web Site: http://www.americanfunds.com

Mutual Fund Brand(s)
American Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    The third largest fund complex at the start of 2009. Known for its low profile with all but financial advisors and brokers and its focus on team-asset management.

    Capital Group distributes its American Funds mutual fund family through brokers. As part of its core strategy to partner with, rather than compete with, brokers, its sole marketing efforts are made to financial intermediaries. For the same reason it shuns media coverage -- it did not have a dedicated PR team until after 2000.

    Founding
    Then a partner at Detroit-based of E.E. MacCrone & Co., Jonathan Bell Lovelace pulled most of his assets out of stocks in the summer of 1929 after deciding that stock prices no longer bore relation to the fundamentals. He moved to California and created JBL (now Capital Group) in 1931.

    In 1932 he launched The Investment Company of America as a closed-end investment trust. The fund was open-ended in 1933 and is now a flagship of American Funds.

    In 1958 The Capital Group created its "multiple portfolio counselor system" for its mutual funds.

    In 1986 American Funds launched the first emerging markets growth fund in the U.S.

    In 2002, American Funds expanded its presence in the U.S. retirement plan market and became a leading provider of 529 college savings plans.

    American Funds is credited with the creation of "R" shares now widely used in the defined contribution plan market. Its laddered series of share classes allow plan sponsors and their advisors to create fund line-ups with cost structures in line with plan expenses.

    Capital Group is employee owned, with its stock split into class A (one vote) and class B (10 votes) shares. Roughly 60 employees control the voting shares of the company.

    Shunning the spotlight is also a key ethos in the firm's investment culture. Instead of star PMs, funds are managed by teams of associates. Portfolios are divided into sleeves each managed by an associates who act upon their highest investment convictions. The firm is also noted for its strategy of offering bonuses that reward long-term performance, such as that for four and eight year periods.

    Cap Group currently has over 7,000 associates globally.
    Capital Group Cos. logo

    Sponsored Opportunities



    Key People:
    Tim Armour
    Chairman, Capital Group
    Rob Lovelace
    President, Capital Research and Management Company
    Phil De Toledo
    Capital Group
    Darcy Kopcho
    Equity PM, Capital Group
    Martin Romo
    President, PM, Capital Research Company
    Brad Vogt
    Chairman, PM, Capital Research Company
    Pete Thatch
    Senior Vice President, Director of Product Management, , American Funds
    Kevin Clifford
    President & CEO of American Funds Distributors, American Funds Distributors, Inc,
    James Lovelace
    Vice Chairman & Principal Executive Officer, American Funds
    Michael Downer
    President, Capital Research and Management
    Denise Cassin
    Director, SVP & Director of AFIG and Dealer Relations, American Funds
    Bruce DePriester
    Director, SVP, Treasurer and Controller, Capital
    John Fodor
    Co Founder, NextGen Recruiters
    Michael Gitlin
    Capital International, Inc.
    Bill Anderson
    Senior Vice President, Director of Institutional Product Management, American Funds Distributors, Inc.
    Dean Rydquist
    Director, Senior Vice President, Chief Compliance Officer, American Funds
    Jeff Klepacki
    Head of Distribution - Americas, Aberdeen Asset Management
    Mark Dence
    Financial Advisor, senior national accounts manager, American Funds
    Drea Neville
    Product Management Specialist, American Funds
    Lorin Liesy
    Vice President, Retirement Plans Product Management, Capital Group Cos.
    Story Archive for Capital Group Cos.
    Published On Story Headline Publication
    7/17/2017 Week In Preview, July 17-23 MFWire.com
    7/13/2017 20 Fund Firms Team Up With LPL For a New Mini-Mart MFWire.com
    6/29/2017 Vanguard Retakes the Lead, and Schwab and Oakmark Also Rake It In MFWire.com
    6/19/2017 Week In Preview, June 19-25 MFWire.com
    6/15/2017 Jack "Not a Math Guy" Lew Shares Insite At Pershing MFWire.com
    6/14/2017 Pershing Insite 2017 Begins! MFWire.com
    6/5/2017 Week In Preview, June 5-11 MFWire.com
    5/17/2017 Schwab and Guggenheim Had a Huge April, and BlackRock Nudges Past Vanguard MFWire.com
    5/17/2017 Rob Lovelace Speaks ... About the Markets MFWire.com
    5/16/2017 These Fund Firms and B-Ds Are Seen as Great Employers MFWire.com
    5/15/2017 Week In Preview, May 15-21 MFWire.com
    5/1/2017 Week In Preview: ICI GMM and More MFWire.com
    4/28/2017 M* Shares High Hopes For These Nine Managers MFWire.com
    4/24/2017 Week In Preview: Early M* in Chitown, Gemini in the Big Easy MFWire.com
    4/17/2017 Week In Preview: Fundsters Gather in NYC and Directors in DC MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    1/31/2017 TD's Nally Gathers a Record Crowd in SoCal MFWire.com
    1/24/2017 The SEC Opens the Door to a Share Class Revolution MFWire.com
    1/19/2017 71 Percent of Big Fund Firms Suffered in December MFWire.com
    12/15/2016 A 3,500-FA Network Revamps Its Fee-Based Platform MFWire.com
    10/24/2016 Brace For Schwab's IMPACT 2016 MFWire.com
    9/22/2016 Cap Group's O'Connor Hires a BlackRock Vet For a Key Role MFWire.com
    9/15/2016 A DC I-O Veteran Takes Over Retirement Plan Distro at Cap Group 401kWire.com
    8/15/2016 Four Firms Dominated July Inflows MFWire.com
    6/10/2016 M* 2016 Preview MFWire.com
    5/9/2016 Fundsters Gather to Ponder the Fiduciary Reg MFWire.com
    4/20/2016 The Most Successful Money Managers Are Actually Something Else MFWire.com
    3/28/2016 Fund Directors Will Gather in D.C. Tomorrow MFWire.com
    3/23/2016 101 Fund Families Win in Gotham MFWire.com
    3/18/2016 DoubleLine and AB Crush It MFWire.com
    3/11/2016 Prepare For ICI's MFIM 2016! MFWire.com
    2/3/2016 Abby Johnson, Larry Fink, and Tim Armour All Walk Into a Bank ... MFWire.com
    1/26/2016 Lovelace Wins, And Another Fund Giant Wins Twice MFWire.com
    1/21/2016 Will This European Regulatory Fight Hit U.S. Fund Firms? MFWire.com
    1/19/2016 Which Fund Firm Won 2015? MFWire.com
    1/12/2016 PMs For 12 Fund Firms Catch M*'s Eye MFWire.com
    11/19/2015 Cap Group Teams Up With a TAMP MFWire.com
    11/10/2015 IMPACT 2015 Begins in Beantown MFWire.com
    9/25/2015 More Than 2,000 Advisors Converge on Beantown MFWire.com
    9/24/2015 The Mutual Fund Dark Pool Is Almost Here MFWire.com
    8/11/2015 28 Fund Firms Are Paying Morgan Stanley At Least $1MM MFWire.com
    7/29/2015 Meet CapGroup's Triumvirate MFWire.com
    7/28/2015 CapGroup Chooses Armour MFWire.com
    7/24/2015 Will CapGroup Love Armour or Lace? MFWire.com
    7/22/2015 Mourning Rothenberg MFWire.com
    6/8/2015 16 Fund Firms Meet This Fantastic M* Threshold MFWire.com
    5/19/2015 111 Percent of Net Inflows Last Month Went Into Just Two Firms MFWire.com
    4/20/2015 It Takes a Village ... To Stage a Mutual Fund Firm Comeback MFWire.com
    4/17/2015 7 Titans Swallow 88 Percent of Inflows MFWire.com
    4/10/2015 The Stock Funds Have No Heroes MFWire.com
    4/6/2015 Cap Group's First Dedicated Media Voice Retires MFWire.com
    4/1/2015 Cap Group, Fidelity, and Pimco Break Out the Champagne MFWire.com
    3/26/2015 Will Hodge Wear Sunglasses For M*? MFWire.com
    3/26/2015 "The Most Dominant Fund Company In History" MFWire.com
    2/26/2015 Fundsters Take Three Spots On an Overpaid CEOs List MFWire.com
    2/17/2015 Vanguard, TCW, and DoubleLine Win January MFWire.com
    2/11/2015 Capital Group Waits to Drink the ETF Kool-Aid MFWire.com
    2/5/2015 Moving Beyond the PM Stars 401kWire.com
    2/5/2015 The SEC Is About to Let an Active Titan Into ETFs MFWire.com
    12/9/2014 Lovelace Speaks MFWire.com
    11/24/2014 Advisors Remember These Fund Firms' Wholesalers MFWire.com
    11/21/2014 The Ten Biggest Fund Shops Now Control 58 Percent of the Assets MFWire.com
    11/20/2014 Funds From MetWest, Dodge & Cox, BlackRock, DoubleLine and Baird Rake It In MFWire.com
    10/10/2014 LA's Quiet Mutual Fund Titan Stems the Bleeding and Speaks Up MFWire.com
    2/3/2014 Some Wall Flowers Have No Perks MFWire.com
    1/8/2014 Rekenthaler Writes on What Makes Dimensional Different MFWire.com
    1/3/2014 FT Nods at Some Small Caps MFWire.com
    12/26/2013 INews Declares American Funds' Comeback MFWire.com
    12/2/2013 Vanguard, Fido, T. Rowe, J.P. Morgan, DFA and OpFunds Take Bigger Slices of the Growing Pie MFWire.com
    11/13/2013 Edward Jones and Vanguard Win as Pimco and American Funds Suffer MFWire.com
    10/11/2013 Vanguard Kicks More Ass MFWire.com
    10/7/2013 Barron's Looks at Capital Group MFWire.com
    9/25/2013 Capital Group, Vanguard, Franklin, Pimco and BlackRock Top a List MFWire.com
    9/23/2013 O'Connor Will Hire 30 Wholesalers at Capital Group MFWire.com
    9/23/2013 WSJ and Rekenthaler Consider Rothenberg's New Moves MFWire.com
    9/19/2013 Cap Group's Rothenberg Speaks Out MFWire.com
    9/17/2013 Morningstar Reports Fund Flows for August MFWire.com
    9/5/2013 INews Cheers On New American Funds Launches MFWire.com
    8/22/2013 Capital Group Tweaks Fees For Eight American Funds MFWire.com
    8/15/2013 Capital Group Tweaks Disclosures For Two Funds MFWire.com
    8/1/2013 Rekenthaler: It's All About The Bear MFWire.com
    7/10/2013 Marketing, Not Performance, is Sinking Cap Group MFWire.com
    7/10/2013 This Niche Could Feed On the "Great Rotation" MFWire.com
    7/10/2013 Are Vanguard and Cap Group "Unlikely Cousins"? MFWire.com
    6/24/2013 McNabb Says It's Still 'Early Innings' MFWire.com
    6/21/2013 Morningstar Opines on PMs' Experience At American Funds MFWire.com
    6/19/2013 Vanguard Wins Again MFWire.com
    5/29/2013 Balanced Funds Boom MFWire.com
    5/28/2013 Fundsters Garner Investing Tips from Obama Officials MFWire.com
    5/16/2013 Vanguard Wins the Month, Again MFWire.com
    4/8/2013 It's a New Day For American Funds MFWire.com
    4/1/2013 Cap Group Amps Up Its Retirement Playbook MFWire.com
    3/26/2013 M* Analysts Target Another Category MFWire.com
    3/18/2013 Capital Group Drops a Brand MFWire.com
    3/18/2013 Colorado AG Accuses an Ex-Broker of Mutual Fund Theft MFWire.com
    3/13/2013 Four-Fifths of Top EM Funds Shut New Investors Out MFWire.com
    3/5/2013 Kiplinger Names 100 Best Funds for 401ks MFWire.com
    3/5/2013 M* Issues New Fund Ratings MFWire.com
    2/13/2013 American Funds Breaks a Bad Streak MFWire.com
    1/4/2013 Attention Active Managers: No One Likes You MFWire.com
    12/31/2012 American Funds, Fairholme and Fido Surprise M* MFWire.com
    12/26/2012 Capital Group Fights a Fed Plan for Banks MFWire.com
    12/13/2012 Will Oakmark's Nygren Win Again? MFWire.com
    12/7/2012 Is Your Shop on The Nice List or the Naughty One? MFWire.com
    11/30/2012 Capital Group Searches for a Hybrid Wholesaler MFWire.com
    11/15/2012 Pimco Claims Vanguard's Fund-Flows Laurels MFWire.com
    11/6/2012 Dodge & Cox Tops M* Ranking of Fund Firms MFWire.com
    10/31/2012 Which Firms Get the Most Love From Advisors? MFWire.com
    10/10/2012 Has American Funds Started Chasing Trends? MFWire.com
    10/2/2012 Is The American Funds Growth Fund a "Closet" Index? MFWire.com
    8/6/2012 WSJ Puts Vanguard and American Funds in the Spotlight MFWire.com
    7/19/2012 American Funds Looks to Its Sister Company for a Boost MFWire.com
    7/18/2012 Stork and Reaper for July 18, 2012 MFWire.com
    6/14/2012 American Funds to Allow Other Fund Firms On Its K Platform MFWire.com
    5/24/2012 Morgan Stanley Friended CapGroup and Fido in FB IPO MFWire.com
    5/23/2012 Introducing American Funds of Funds MFWire.com
    5/18/2012 Fundamental Change Comes to American Funds MFWire.com
    5/16/2012 Mairs & Powers Fund Does Well Despite Missing Apple MFWire.com
    5/15/2012 Investors Pour Two-Thirds of Inflows Into Vanguard and Pimco MFWire.com
    5/14/2012 Climate Change Fighters Attack AmFunds, Fido and Vanguard MFWire.com
    5/10/2012 Regulators, Not Competitors, are Keeping Fundsters Up at Night MFWire.com
    5/9/2012 Stevens Lambasts CFTC's and SEC's Moves MFWire.com
    5/1/2012 Are CapGroup's Captains Steering Off Course? MFWire.com
    5/1/2012 Bloomberg Attacks Front-End Loads MFWire.com
    3/14/2012 YouTube Users, Meet American Funds MFWire.com
    2/28/2012 Pimco Outperformed its Fellow Mutual Fund Family Titans MFWire.com
    2/14/2012 Three Firms Gobbled Half of Inflows in January MFWire.com
    2/1/2012 An Investing Pub Highlights American Funds' and Janus' Woes MFWire.com
    1/18/2012 UPDATED | American Funds' Flagship Suffers Bigger Outflows Than Any Other Fund Family MFWire.com
    1/10/2012 American Funds Plans Funds of Funds MFWire.com
    1/5/2012 Goodbye, 2008: Hello, Marketable 3-Year Returns MFWire.com
    12/27/2011 WSJ Attacks Active Management, Again MFWire.com
    12/20/2011 JP Morgan, American Funds' Sibling to Go Anywhere MFWire.com
    11/29/2011 Cap Group Shakes up American Funds Institutional Sales MFWire.com
    11/18/2011 Cap Group Associates Mourn JL's Passing MFWire.com
    11/18/2011 American Funds' Lovelace Dies MFWire.com
    11/17/2011 LA Mutual Fund Firms Get a Break MFWire.com
    11/15/2011 Vanguard Dominates Morningstar's New Ratings MFWire.com
    11/8/2011 These Fund Firms Rule the Global Economic Stage MFWire.com
    10/18/2011 USA Today Ponders the Worth of Goliath Funds MFWire.com
    10/14/2011 BlackRock, Fidelity and Putnam Dominate Online MFWire.com
    10/12/2011 Will the Groupon IPO Delay Bite Mutual Funds? MFWire.com
    9/27/2011 It's the PMs' Way or the Highway MFWire.com
    9/7/2011 American Funds Tops a 401k Niche MFWire.com
    9/2/2011 An Appeals Court Stands By American Funds MFWire.com
    8/9/2011 Morningstar Downgrades Schwab's and DWS' Target-Date Ratings MFWire.com
    7/19/2011 American Funds See Redemptions MFWire.com
    7/6/2011 Which Asset Managers are Innovative in the Eyes of Advisors? MFWire.com
    7/1/2011 SEC Sides with American Funds Against Finra MFWire.com
    4/18/2011 Target Date Fund Growth Outpaces 401ks MFWire.com
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