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MFWire: American Funds
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.
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Capital Group Cos.
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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
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Background:
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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.
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Sponsored Opportunities
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Key People:
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Tim Armour
Chairman, CEO, Capital Group | Rob Lovelace
Vice Chair, President, Capital Group | Phil De Toledo
Capital Group | Mike Gitlin
Chair of the Fixed Income Management Committee, Capital Group | Martin Romo
President, PM, Capital Research Company, Inc. | Jody Jonsson
President, Capital World Investors | Brad Vogt
Chairman, PM, Capital Research Company | Jaya Kumar
Global Chief Marketing Officer, Capital Group | American Funds | Darcy Kopcho
Equity PM, Capital Group | 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 | 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
Senior Vice President, National Account Director, American Funds (Capital Group | Drea Neville
Product Management Specialist, American Funds | Lorin Liesy
Director Institutional Retirement Product Management, Capital Group | American Funds |
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Story Archive for Capital Group Cos.
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Published On
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Story Headline
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12/23/2025
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The 2 Titans Add $83B, Despite Slowing Industry Inflows
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11/26/2025
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8/27/2025
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Netting $22B, BlackRock Threepeats
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7/28/2025
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6/26/2025
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4/24/2025
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2/27/2025
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2/24/2025
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Despite an $8.8B Drop, Vanguard Regains the Lead
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1/30/2025
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1/27/2025
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Industry Flows Jump 9X to $723B
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1/16/2025
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8 Years In, a DC Leader Leaves a $2.7T-AUM Titan
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12/26/2024
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BlackRock Repeats As Passive Inflows Rise By $36B
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The Fund Giants Had a $110B November
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11/27/2024
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Passive Funds Add $93B As Active Outflows Double
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11/25/2024
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10/31/2024
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10/22/2024
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Vanguard Threepeats, With a 63-Percent Inflows Boost
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9/26/2024
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Vanguard Wins, Despite a $3B Drop
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For Some New TDFs, Cap Group Teams With 2 Fellow Titans
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8/28/2024
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7/24/2024
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BlackRock Won Two-Thirds of Passive Inflows Last Month
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7/18/2024
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6/27/2024
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6/26/2024
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Vanguard Wins Again Amid a $34B Reversal
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5/20/2024
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Passive Flows Plunge By $70B
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5/15/2024
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4/24/2024
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Despite a $12B Drop, Active Inflows Continue
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4/22/2024
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4/18/2024
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DFA, Van Eck, and 11 More AMs Win Big In Gotham
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3/26/2024
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Active Inflows Return After a 28-Month Gap
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3/20/2024
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Vanguard Stays In Front, Despite an $8B Drop
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2/27/2024
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Active Outflows Shrink By 96 Percent, And ...
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2/22/2024
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With a $15B Spike, Vanguard Regains the Lead
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1/26/2024
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December Was a $118B Passive Month
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1/24/2024
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SSGA Takes the 2023 Crown After a Massive December
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12/18/2023
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Passive Inflows Jump Fivefold
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12/13/2023
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SSGA Wins With a $15.684B Inflows Jump
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11/28/2023
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Active Outflows Grow By $23.4B, But ...
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11/20/2023
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Schwab Pulls Ahead With $1.71B
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10/26/2023
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Vanguard and JPM Repeat Their Flows Victories
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10/23/2023
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$62.622B and Counting
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10/23/2023
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Week In Preview, October 23 - October 29
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10/11/2023
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17 of the Best Large Workplaces For Fundsters In 2023
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10/4/2023
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Teaming Up, Cap Group Targets the PEP Space
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9/27/2023
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Active Outflows Climb 41 Percent In a Month, And ...
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9/26/2023
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Five of the Most Trusted Fund Firms In 2023
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9/19/2023
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Fido Wins With $8B As Passive Flows Fall 83 percent
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8/31/2023
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8/23/2023
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JPMAM Threepeats, and BlackRock Repeats
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8/21/2023
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Benartzi Plus a Nearby Titan Equals ...
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8/15/2023
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BlackRock Repeats, Netting $17B
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7/27/2023
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90 Percent of Passive June Inflows Went to Five Firms
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7/19/2023
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Vanguard Leads With $43B
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6/28/2023
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JPMAM Takes the Active Inflows Lead With $5.5B
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6/20/2023
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SSGA Takes the Lead With $15.6B
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5/23/2023
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With $1.4B, Fido Takes the Active Inflows Lead
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5/15/2023
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Vanguard Leads a $20.5B Recovery
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5/4/2023
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BondBloxx and DFA Win Big In Gotham
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4/27/2023
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Active Outflows Jump By $51B, But ...
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4/19/2023
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With $7B, BlackRock Regains the Lead
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4/13/2023
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Cap Group Preps Three More ETFs
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3/23/2023
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BlackRock and Cap Group Win Big In Chi-Town
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3/22/2023
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31 of the Most Influential Female Fundsters In 2023
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3/15/2023
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For Cap Group, Is the Fifth Time the Charm?
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2/27/2023
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JPMAM Threepeats With $6B
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2/15/2023
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A $1.434-Trillion Month
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1/30/2023
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Vanguard Leads an Inflows Pack and an Outflows Pack. Wait, What?
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1/26/2023
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Armour and Lovelace Prepare to Pass the Reins
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1/18/2023
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Titans' Inflows Fell By $793B
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1/6/2023
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29. Ralph Haberli
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12/27/2022
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Passive Inflows Fall $40B As Active Outflows Rise 47-Fold
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12/15/2022
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Titans' Inflows Collapse, Despite a $938B AUM Boost
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11/22/2022
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One Month, $102B In Net Outflows
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11/14/2022
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A $45B Reversal
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11/1/2022
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A Former 401k Leader Retires From a $2.2T-AUM Firm
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10/28/2022
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A $2.2T-AUM Firm Debuts Its 2nd ETF Batch
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10/17/2022
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Only One Titan Wins As Industry Outflows Jump
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10/5/2022
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20 Fund Firms Win Big With FAs
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9/16/2022
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Long-Term Funds Take a $3.7T Hit
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8/29/2022
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17 of the Best Employers For Women Fundsters
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8/22/2022
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Active Outflows Surpass Passive Inflows By $13B
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8/12/2022
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Outflows Fall By $48B
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7/27/2022
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Passive Inflows Fall By $42B; Active Outflows Fall By $19B
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7/19/2022
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Down $2.737T In a Year
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6/29/2022
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Fund Firms React to Roe v. Wade's Demise
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6/23/2022
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Passive Funds Bounce Back By $74B
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6/13/2022
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Outflows Continue, Despite a $74B Passive Flows Reversal
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5/19/2022
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A $104B Fall
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4/11/2022
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This Year, There Are Four Firms Contending ...
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4/6/2022
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TD Plus Managed Accounts: Two Firms Team Up
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3/22/2022
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A $2.7T-AUM Titan's New Offering Starts With Large DC I-O Clients
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3/21/2022
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Cap Group Takes On Participant Engagement
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3/14/2022
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Industry Flows Rebound Fivefold to $48B, But ...
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3/3/2022
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A $2.7T-AUM Titan Debuts Its First ETFs
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2/25/2022
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Passive Inflows Plunge By $74B, And ...
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2/14/2022
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AUM Slips Five Percent As Inflows Fall 90 Percent
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2/8/2022
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The 41 Best Fund Firms For LGBTQ+ Workers
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1/27/2022
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SSGA Leads As Passive Inflows Rise 60 percent
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1/26/2022
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In 2021, the Top Fund Firm For Remote Work Was ...
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11/4/2021
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The Four Best Fund Firms For Women
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10/20/2021
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Cap Group Teams Up On a TDF-Ret Income Combo
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9/22/2021
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The Six Most Trusted Fund Firms Are ...
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5/14/2021
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D&I Leaders Call For Resources, Not Just Initiatives
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3/24/2021
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BlackRock and Voya Win Praise For Statements
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3/12/2021
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100 Fund Firms Win Big, With Morgan Stanley Leading the Pack
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2/9/2021
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Cap Group Versus TDF Myths
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1/27/2021
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DiversityJobs Recognizes a Giant Fund Firm
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1/19/2021
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2020 Inflows Fell, But Giants' Dominance Grew
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9/15/2020
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JPMAM Takes the Lead As Titans' Inflows Slip Again
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9/2/2020
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Cap Group Preps Two KPA Support Updates
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401kWire.com
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8/21/2020
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Active Inflows Fall 58 Percent
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8/14/2020
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Inflows Fall 41 Percent
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7/16/2020
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Titans' Inflows Climb Another 85 Percent
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6/15/2020
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T. Rowe Leads This Abbreviated Awards Race
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3/16/2020
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Inflows Plunge By 69 Percent
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3/6/2020
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170 Fundsters Gather As 92 Fund Firms Win Big
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MFWire.com
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1/23/2020
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JPMAM Keeps Its Lead
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MFWire.com
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1/15/2020
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The $183B Year
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MFWire.com
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1/13/2020
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Fundsters Added $3.9T In AUM Last Year
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MFWire.com
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12/30/2019
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Who Runs the Best Funds of the Year?
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MFWire.com
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12/19/2019
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A Bank's Active Funds Lead
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MFWire.com
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12/12/2019
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While Active Outflows Vanish, BlackRock Three-Peats
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MFWire.com
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10/29/2019
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Stuart Parker Adds a Cap Group Vet to His C-Suite
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10/14/2019
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BlackRock Retakes the Lead, But ...
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MFWire.com
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