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  2. American Funds - A Shares : r/CFP - Reddit

    www.reddit.com/r/CFP/comments/16u0t39/american_funds_a_shares

    American Funds has performed there’s no arguing that. But from a non qualified perspective they’re woefully inferior from a tax efficient standpoint. The funds are so large that they can’t be nimble enough in markets and when we see downturns like we did last year the funds are forced to make liquidations and spin off year end capital ...

  3. Need a comparison and thoughts on American Funds. : r/portfolios...

    www.reddit.com/.../5yjp8l/need_a_comparison_and_thoughts_on_american_funds

    The American Funds portfolio current has 18.8% of stocks International, Vanguards' is 4.9%. I'd assume this is close to the historical amounts. The lack of International has been beneficial to Vanguards portfolio because after 2008, US has had more returns for less volatility.

  4. American Funds vs Fidelity : r/Bogleheads - Reddit

    www.reddit.com/r/Bogleheads/comments/16f5o4o/american_funds_vs_fidelity

    I have 2 accounts with American Funds one is a Roth IRA an another was a roll over into a IRA from a 401K I had. For my roth IRA I have invested in the EuroPacific Growth Fund (AEPGX) and the Income fund of America (AMECX), my portfolio says my annualized since initial investment is 4.60%.

  5. 401K with Capital Group (American Funds) : r/personalfinance -...

    www.reddit.com/.../comments/11s4t3e/401k_with_capital_group_american_funds

    For one, your employer is using the R-4 share class from American Funds. This means the fund expense ratio has a bit of revenue sharing to subsidize the cost of the plan instead of your employer paying for all of it. Ask your employer to move to the R-6 share class which should be approximately 0.25% cheaper for the funds.

  6. American Funds 401k suggestions : r/personalfinance - Reddit

    www.reddit.com/r/personalfinance/comments/949rl1/american_funds_401k_suggestions

    20.33% American Funds Growth Fund of Amer R5 (RGAFX) 14.94% American Funds SMALLCAP World R5 (RSLFX) 15.23% Victory Sycamore Established Value I (VEVIX) 20.38% T. Rowe Price Dividend Growth (PRDGX) 9.86% PIMCO Income Adm (PIINX) Available. American Funds RAFFX American Funds EuroPacific RERFX American Funds Growth Fund of Amer RGAFX

  7. Any reason I should stay with American Funds? : r/personalfinance...

    www.reddit.com/.../comments/2zu0b8/any_reason_i_should_stay_with_american_funds

    If you continue to purchase American Funds mutual funds, you'll either pay an up-front fee to buy (typically 5ish percent for AF, taken out of the purchase price), or pay a higher expense ratio and possibly a deferred load if you sell within a certain time period (I think it's a year and 1% for most AF funds).

  8. Why do advisors recommend American Funds : r/Bogleheads - Reddit

    www.reddit.com/.../comments/yjb6fx/why_do_advisors_recommend_american_funds

    American funds typically sold by low level financial "advisors" have a 5.75% front end load. A good part of that goes as commission to the salesperson. Your typical salesperson selling these is not a financial "advisor". They are just sales slime. Another aspect is that they can't transferred to a regular broker.

  9. American Fund Fees? Worth it? : r/portfolios - Reddit

    www.reddit.com/r/portfolios/comments/qs7g98/american_fund_fees_worth_it

    American Funds are the worst of the worst. You may be comparing the wrong things, or they may be upselling the things that have done better to try and show they have skills (hint: they don't). This is known as 'survivorship bias' -- you bury bad results, discontinue failing fuds, show only the funds that have done well, and presto, your ...

  10. Offerings at American Funds? : r/Bogleheads - Reddit

    www.reddit.com/r/Bogleheads/comments/11mw2rn/offerings_at_american_funds

    My local American Funds broker convinced me to go with their 'portfolio series' GWPAX fund. It currently has 72% U.S. equities, 22% Non-U.S. equities, and 6% cash with a 0.74% expense ratio and 8.71% 10-year return. It is an actively managed (everything is as American Funds) mix of six mutual funds offered by American Funds.

  11. How to close an American Funds account : r/personalfinance -...

    www.reddit.com/.../comments/arzuhp/how_to_close_an_american_funds_account

    Whether I'm wrong about the 5% charge to transfer into American Funds and whether a similar fee applies transferring out. If I'm not wrong, if there's any way to waive that or get around it to transfer elsewhere. Or some reason to keep it in the account.