American Funds Sponsor (2024)

Table of Contents
1. Employers and Plan Sponsors - Capital Group 2. American Funds Retirement Services > Login - Myplanrs.com 3. American Funds Group Investments 4. American Funds 5. New PEP Made Available by Ascensus, American Funds 6. RecordKeeper Direct Sponsor demos | American Funds - Capital Group 7. American Century Investments® Home 8. Mutual of America: Retirement Services and Investments 9. Shareholder Documents - First American Funds 10. How to Find & Calculate American Funds 401(k) Fees 11. Semper Fi & America's Fund: Home 12. American Funds partner offering - Ascensus 13. NCIT American Funds Lifetime Income Builder Target Date Series 14. American Fund | Individual Investors - Baillie Gifford 15. American Funds Archives | PLANSPONSOR 16. CollegeAmerica | Invest529 - Virginia529 17. Portfolio Holdings - First American Funds 18. American Funds Archives | PLANADVISER 19. American Funds Retirement Services > Error Notification - Myplanrs.com 20. OneAmerica Financial | Home 21. CoPilot Individual(k) with American Funds - Ascensus FAQs

1. Employers and Plan Sponsors - Capital Group

  • SIMPLE IRA Plus · Contact Us · Retirement Plan Updates · CNBC Small Business...

  • Employers can learn about Capital Group’s retirement plan solutions, with plans to fit a range of businesses.

See details ›

2. American Funds Retirement Services > Login - Myplanrs.com

  • Home; Other Sites; EMPLOYERS & PLAN SPONSORS. Print. American Funds. Plan sponsor website. Account Login lock. User ID. Password. Reset password ...

  • Log in to our new TPA website to:

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3. American Funds Group Investments

  • Registering for online group investments today. Managing your employer-sponsored plan online is: Fast, Safe, Convenient.

  • To access our site, your browser must have JavaScript enabled.

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4. American Funds

  • Welcome to our new participant website. We've enhanced our website with a refreshed design and convenient new features to support you in your retirement ...

  • Cap Group Participant Site

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5. New PEP Made Available by Ascensus, American Funds

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6. RecordKeeper Direct Sponsor demos | American Funds - Capital Group

  • This demo is provided exclusively for your use or the use of your clients to evaluate our RecordkeeperDirect® program. · Plan Sponsor Login · Plan Summary.

  • From Capital Group

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7. American Century Investments® Home

  • Learn how you can plan, invest and manage your investments for all of your financial goals with American Century Investments.

  • Whether you’re addressing specific goals or market and economic concerns, we provide investments designed to support your needs.

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8. Mutual of America: Retirement Services and Investments

  • Mutual of America offers retirement and investment solutions for employers of all sizes. Help your employees plan for the future. Learn more now!

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9. Shareholder Documents - First American Funds

  • The fund's sponsor is not required to reimburse the fund for losses, and you should not expect that the sponsor will provide financial support to the fund ...

  • Mutual Fund Investing Involves Risk. This material must be preceded or accompanied by a current prospectus. It contains more information that investors should carefully consider about each fund, including risks, charges and expenses: click here to view prospectuses. Please read it carefully before investing.

See details ›

10. How to Find & Calculate American Funds 401(k) Fees

  • 20 feb 2024 · This document can be found on the American Funds employer website. 404a-5 Participant Fee Disclosure: Plan sponsors are obligated by ...

  • Finding American Funds 401k fees isn't easy. In this guide, we'll show you average American Funds fees, then how to find & calculate them in your plan.

    See Also
    Sam's Club Near Wisconsin Dells

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11. Semper Fi & America's Fund: Home

  • The Fund is dedicated to providing immediate financial assistance and lifetime support to combat wounded, critically ill and catastrophically injured ...

  • The Fund is dedicated to providing immediate financial assistance and lifetime support to combat wounded, critically ill and catastrophically injured members of all branches of the U.S. Armed Forces and their families. We deliver the resources they need  during  recovery and transition back to their  communities, working to ensure no one is left behind.

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12. American Funds partner offering - Ascensus

  • Ascensus CoPilot 3(38) Individual(k) with American Funds. This Individual(k) is a simple, cost-effective solution that eases the administrative burden of ...

  • Learn more about the retirement solutions available through Ascensus’ partnership with American Funds, offering plans optimized for businesses of all sizes.

See details ›

13. NCIT American Funds Lifetime Income Builder Target Date Series

  • The Investment is a series of target date funds (TDFs), each structured as a collective investment fund. It provides access to a diversified portfolio of ...

  • NCIT American Funds Lifetime Income Builder Target Date Series

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14. American Fund | Individual Investors - Baillie Gifford

  • Find out more about the Baillie Gifford American Fund.

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15. American Funds Archives | PLANSPONSOR

  • Tag: American Funds · Product & Service Launches · Insurance Broker's PEP Launches for Private Equity, Venture Portfolio Firms · New PEP Made Available by ...

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16. CollegeAmerica | Invest529 - Virginia529

  • CollegeAmerica is Virginia529's partnership with Capital Group, home of American Funds, one of the oldest and largest mutual fund companies in the country.

  • Want to work with a financial advisor to save for college? Learn more about CollegeAmerica, the nation's largest 52

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17. Portfolio Holdings - First American Funds

  • The funds are required to provide the Securities and Exchange Commission ("SEC") with a monthly electronic filing of more detailed portfolio holdings ...

  • Mutual Fund Investing Involves Risk. This material must be preceded or accompanied by a current prospectus. It contains more information that investors should carefully consider about each fund, including risks, charges and expenses: click here to view prospectuses. Please read it carefully before investing.

See details ›

18. American Funds Archives | PLANADVISER

  • Product & Service Launches – 3/14/24 · Ascensus, American Funds Launch Partnered PEP · Capital Group Partners With Financial Finesse to Reach Large Plan Sponsor ...

  • Products & Services

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19. American Funds Retirement Services > Error Notification - Myplanrs.com

  • This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as ...

  • Your session has been disconnected.

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20. OneAmerica Financial | Home

  • OneAmerica Financial® company is the marketing name of the companies of OneAmerica Financial. Products issued and underwritten by American United Life Insurance ...

  • OneAmerica offers strategic financial education and top quality life insurance, retirement, and employee benefits products.

See details ›

21. CoPilot Individual(k) with American Funds - Ascensus

  • CoPilot Individual(k) with American Funds for Plan Sponsors ... The CoPilot Individual(k) with American Funds plan is more than just another 401(k); it's a ...

  • Learn more about the CoPilot Individual(k) with American Funds, designed for owner-only businesses. This unique 401(k) plan includes professionally managed investment portfolios and includes two layers of fiduciary protection.

See details ›
American Funds Sponsor (2024)

FAQs

What is the average return for American funds? ›

Prices and returns
Growth
Share Prices and Year-to-Date ReturnsAverage Annual Total Returns
$24.010.118.62%
8.14%
American Funds® Growth Portfolio — A Ticker: GWPAX | Prospectus Fund inception: 05/18/2012
55 more rows

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Are American funds worth it? ›

Most of American Fund's 22 mutual funds are just average when investment performance is properly compared with similar mutual funds and proper benchmark indices. No matter how you look at it, they don't suck and they're not great. They're just average, mediocre, or in the middle of the pack.

Get More Info Here ›
Who qualifies for NAV at American Funds? ›

Investors with aggregated American Funds accounts of $1 million or more can purchase Class A and 529-A shares at NAV and are ineligible for Class C and 529-C investments. For funds available at NAV based on aggregated assets of $500,000 or more, investors should purchase Class A or 529-A shares.

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Can I borrow from my American funds? ›

Can I borrow from my 401k American funds? Loan amounts are limited to half of your vested account balance, up to $50,000. Plans may have a minimum loan amount (often $1,000).

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Which American funds pay the highest dividends? ›

7 Best High-Dividend Mutual Funds
FundExpense Ratio30-day SEC Yield
JPMorgan Equity Premium Income Fund (JEPAX)0.85%6%
Fidelity Floating Rate High Income Fund (FFRHX)0.72%8.8%
Baird Intermediate Bond Fund (BIMSX)0.55%4.2%
PGIM High Yield Fund (PBHAX)0.75%7.2%
3 more rows
Mar 22, 2024

Know More ›
What is the minimum balance for American funds? ›

The minimum initial investment is $250 for all funds except the money market funds and the state tax-exempt funds, for which the minimum is $1,000. The minimum investment for any additional investments you make is $50.

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Do American funds beat the market? ›

And while investment results vary, the equity-focused American Funds have generated strong results versus peers, with our funds having beaten their Lipper peer indexes in 81% of 10-year periods and 95% of 20-year periods as of December 31, 2023.

Learn More Now ›
Is it safe to invest in American funds? ›

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider investment objectives, risks, charges and expenses.

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Is there a cost to sell American funds? ›

If you sell (redeem) Class C and 529-C shares before you hold them for 12 months, you will pay a 1% sales charge on the shares that you sell. This is called a contingent deferred sales charge, or CDSC. In some situations, your redemption will not be assessed a CDSC. Our fund prospectuses provide more details.

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Do American Funds have high fees? ›

The American Fund has front-end sales charges that range from zero to 5.75%, depending on what you invest in and how much you invest. For example, if you have less than $25,000 invested in a class share equity fund, you can expect to pay the 5.75% charge.

Tell Me More ›

Do I need a broker to buy American Funds? ›

Your financial professional can tell you more about American Funds. Or, you can purchase our mutual funds yourself through an online broker.

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Does Edward Jones use American Funds? ›

(“American Funds”) made an additional $5 million non-asset-based revenue sharing payment to Edward Jones. For further information on these payments, see the American Funds' prospectuses.

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What is the penalty for withdrawing from American Funds? ›

* Withdrawals from Roth accounts are tax- and penalty-free if the account was established at least five years before, and if the participant is at least 59½ years old, disabled or deceased. For nonqualified distributions, earnings are taxable and may be subject to a 10% early withdrawal penalty.

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Is American Funds a good 401k plan? ›

We chose American Funds as the best target-date 401(k) investment option because of its strong quantitative research.

Get More Info Here ›
How long does it take to get a check from American funds? ›

Withdrawals sent via check are generally mailed the business day after they are processed. Withdrawals sent to a bank account via Automated Clearing House (ACH) are typically deposited into your bank account within three business days.

Get More Info ›
American Funds Review: Everything You Need ...The Balancehttps://www.thebalancemoney.com ›

Its funds are offered through brokers and can be found in many 401(k) plans in the U.S. In this American Funds review, we'll highlight the pros and cons of ...
Is American Funds a Good Investment? ... An investing agent shakes hands with a client over a desk with financial graphs on it. American Funds is a family of mu...
Founded in 1931, Capital Group offers a wide range of financial services all over the world through its offices in different regions including North America and...

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What is a realistic average rate of return? ›

Most investors would view an average annual rate of return of 10% or more as a good ROI for long-term investments in the stock market. However, keep in mind that this is an average. Some years will deliver lower returns -- perhaps even negative returns. Other years will generate significantly higher returns.

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What is a good rate of return on your money? ›

Financial advisors can help clarify this by considering individuals' risk tolerance, age, income and other factors. However, here are some general guidelines: General ROI: A positive ROI is generally considered good, with a normal ROI of 5-7% often seen as a reasonable expectation.

Find Out More ›
What is the performance of American Funds Index funds? ›

The fund has returned 0.80 percent over the past year, 9.49 percent over the past three years, 7.60 percent over the past five years, and 8.44 percent over the past decade.

Read On ›
What is the average fund return? ›

What Is the Average Mutual Fund Return Over the Last 20 Years? High-performing large-company stock mutual funds have produced returns of up to 12.86% in the last 20 years. Comparatively, the S&P 500 has produced returns of 8.13% since 2002.

Continue Reading ›
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