10 American funds with mutual funds with long records

greenieS

Verified member
1) American investment company for American funds

The Investment Company of America (AIVSX) is a growth-focused equity fund and a growth-focused income fund. The average annual return since its inception in 1930 is 12.04%, well above the average yield of 9.82% of the S&P 500 for the same period. The fund has a five-year annual return of 9, 43%, an expense ratio of 0, 57% and a dividend yield of 1, 5%.

2) American mutual fund

The American Mutual Fund (AMRMX) is a high-value fund that aims to save capital by selecting stocks that provide strong fundamentals and sustainable dividends. Since its launch in 1950, the average annual return of the fund is 11, 58%. The annual return of the five-year fund is 9, 82%, the ratio of its expenses being 0, 61%, with a dividend yield of 1, 97%.


3) AMCAP Fund

Launched in 1967, the AMCAP Fund (AMCPX) aims to increase long-term capital by targeting actions that consistently demonstrate superior gains. The average annual return of the fund in the last ten years is 12, 96%, its annualized return for five years is 10, 48%, and the ratio of its expenses is 0, 66%, well below the average of the category of 1, 19% . There is currently no dividend yield.

4) New perspective fund

American Funds launched the New Perspective Fund (ANWPX) in March 1973, with an investment goal of seeking long-term capital appreciation. The fund manager invests primarily in blue-chip multinational multinationals in the form of common stock, preferred stock, bonds or convertible securities. The average annual yield from the beginning is 12, 16%. The five-year annual return on the fund is 10, 16%, and its spending rate is 0, 77%, with a dividend yield of 0, 53%.


5) America's Growth Fund

Launched in December 1973, the American Growth Fund (AGTHX) aims to increase long-term capital by investing in cyclical businesses, undervalued companies, and potential transformation stories. The average annual return of the fund over the past 10 years is 10, 80%, its five-year annual return is 11, 12%, and its expense ratio is 0, 65%. It offers a yield of 0, 98% dividend.

6) America's income fund

Introduced in December 1973, the American Income Fund (AMECX) seeks to increase capital by investing in a mix of stocks, convertible securities and bonds. Its 10-year annualized return is 8, 95%, its five-year annualized return is 8, 96%, and the fund's expense ratio is 0, 58%. The fund boasts an attractive dividend yield of 2, 78%.


7) American Bond Fund

Launched in May 1974, the American Bond Fund (ABNDX) maintains a diversified fixed income portfolio, adapting to changing bond market conditions in order to maintain a high income and retain capital. The annual return of the fund for 10 years is 2, 78%, and the annualized return for five years is 2, 12%. Its spending rate is 0, 6%, with a yield of 2, 28%.

8) Balanced American fund

Launched in July 1975, the American Balanced Fund (ABALX) aims to increase capital and long-term income by investing up to 75% of its assets in common shares, allocating the remaining bonds and other fixed income securities. The annual return of the five-year fund is 8, 03%, the expense rate is 0, 57%, and the dividend yield is 1, 87%.


9) Fund for investors

Since its inception in August 1978, the Fund for Fundamental Investors (ANCFX) has focused on valuable opportunities and stocks that have the potential for superior sales and earnings. The annual yield of 10, 38% of the 10-year fund has just overshadowed the five-year annualized yield of 11, 33%. The expense ratio is 0.59% and the dividend yield is 1.53%.

10) The American Tax Exemption Fund

Launched in October 1979, the American Tax Relief Fund (AFTEX) aims to maximize tax-exempt revenue by investing primarily in municipal bonds and government bonds. The fund has a 10-year annual return of 4.43% and a 5-year annual return of 3.51%. The fund's 12-month fund yield is 2, 63%, and its expense ratio is 0, 54%.
 
Top