We review rankings from Morningstar, Lipper, Zacks, TheStreet.com, U.S. News, and Standard & Poor’s. You can learn from our methodology from variety of our previous articles.
Popular American Funds
You can find these popular American Funds for different sectors such as U.S. stock fund, international stock fund, municipal bond fund, balanced fund, target date fund, taxable bond fund. Depend on your risk tolerance; you may pick and choose from this best mutual funds list.Top American Funds mutual funds 2015 are:
- American Funds 2030 Target Date Retirement Fund (AAETX)
- American Funds American Balanced Fund (ABALX)
- American Funds Europacific Growth Fund (AEPGX)
- American Funds Global Balanced Fund (GBLAX)
- American Funds International Growth and Income Fund (IGAAX)
- American Funds New Economy Fund (ANEFX)
- American Funds New Perspective Fund (ANWPX)
- American Funds New World Fund (NEWFX)
- American Funds Tax-Exempt Bond Fund (AFTEX)
American Funds Europacific Growth Fund
American Funds Europacific Growth Fund is popular among investors. This foreign large growth fund has total assets of $126 billion. The current dividend yield is 0.90%. This best American Funds’ fund invests in securities of issuers in Europe and the Pacific Basin.More: Best Mutual Funds 2015
Morningstar has ranked this mutual fund with 3 star and gold rating. In 2014, it has year-to-date return of 1.41%. It has returned 12.20% over the past 3 year, and 5.77% over the past 5 year. Top 3 stocks are Novo Nordisk A/S, Bayer AG, and SOFTBANK Corp.
American Funds American Balanced Fund
American Funds American Balanced Fund invests in common stocks and investment grade bonds. This best balanced fund has a dividend yield of 1.44%. With assets of $79 billion, this moderate allocation mutual fund has expense fee of 0.61%.More: Top American Funds 2012
Ranked with 4 star rating, it has YTD return of 9.26% in 2014. The 3 year average return is 15.04%.
American Funds International Growth and Income Fund
American Funds International Growth and Income Fund has total assets of $9.7 billion. The class A has a sales load of 5.75%. This foreign large blend fund has a high dividend yield of 3.15%. The fund managers are Carl M. Kawaja, Andrew B. Suzman, and Steven T. Watson.More: Best American Funds Mutual Funds 2013
Top 3 stocks are AXA SA, Novartis AG, and Taiwan Semiconductor Manufacturing Co Ltd. Top 4 sectors are financial services, energy, consumer cyclical, and technology.
Fund Performance
| Fund Name | Ticker | 2014 return % |
|---|---|---|
| American Funds 2030 Trgt Date Retire A | AAETX | 8.08% |
| American Funds American Balanced A | ABALX | 9.26% |
| American Funds Europacific Growth A | AEPGX | 1.41% |
| American Funds Global Balanced A | GBLAX | 6.21% |
| American Funds Intl Gr and Inc A | IGAAX | 0.81% |
| American Funds New Economy A | ANEFX | 6.17% |
| American Funds New Perspective A | ANWPX | 5.46% |
| American Funds New World A | NEWFX | 0.92% |
| American Funds Tax-Exempt Bond A | AFTEX | 9.03% |
No comments:
Post a Comment