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MFWire: American Funds
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Capital Group Cos.
333 South Hope Street
Los Angeles, CA  90071-1447
Google Maps

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.

    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
    Jaya Kumar
    Global Chief Marketing Officer, Capital Group | American Funds
    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 Intermediary Distribution in North America, Vontobel Asset Management
    Mark Dence
    Financial Advisor, senior national accounts manager, American Funds
    Drea Neville
    Product Management Specialist, American Funds
    Lorin Liesy
    Director Institutional Retirement Product Management, Capital Group | American Funds
    Story Archive for Capital Group Cos.
    Published On Story Headline Publication
    9/22/2021 The Six Most Trusted Fund Firms Are ... MFWire.com
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    7/16/2020 Titans' Inflows Climb Another 85 Percent MFWire.com
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    6/10/2016 M* 2016 Preview MFWire.com
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    11/19/2015 Cap Group Teams Up With a TAMP MFWire.com
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    7/22/2015 Mourning Rothenberg MFWire.com
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    4/17/2015 7 Titans Swallow 88 Percent of Inflows MFWire.com
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    4/6/2015 Cap Group's First Dedicated Media Voice Retires MFWire.com
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    2/17/2015 Vanguard, TCW, and DoubleLine Win January MFWire.com
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    12/9/2014 Lovelace Speaks MFWire.com
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    11/13/2013 Edward Jones and Vanguard Win as Pimco and American Funds Suffer MFWire.com
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    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
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