American Funds

Business Profile

Core Value Proposition

American Funds provides mutual funds, target date funds, 401(k)s, IRAs, and 529s to help investors pursue their financial goals.

Target Customer

Individual investors; retirement plan sponsors/investors; financial professionals (RIAs, financial intermediaries); institutions

Key Differentiator

One of the world’s oldest and largest asset management firms with extensive resources and a long track record, including dedicated client and advisor support (e.g., Private Client Services, Capital Ideas Pro, and Marketing Lab).

Implementation Timeline

Not specified in the available content

Pain Points

1Need for long-term investment results aligned to personal goals
2Access to a broad suite of investment options (mutual funds, 529s, IRAs, 401(k)s)
3Complex portfolio construction and ongoing client/advisor support

Key Features

1Mutual funds, target date funds, 401(k)s, IRAs, and CollegeAmerica 529 plans
2Portfolio Construction tools, model portfolios, and target date fund options
3Advisor and client resources: Capital Ideas Pro, Marketing Lab, Tax Center, Portfolio Analyzer

Target Customer Industries

Decision Makers

1Private Wealth Advisor
2Financial Professional
3RIA Advisor
4Institutional Consultant
5Employer/Plan Sponsor

Client Results

1Over $3 trillion in assets under management (AUM) as of 2025
2Millions of investors served since 1931
350 years of delivering for investors (American Balanced Fund)

Competitive Advantages

1Long-standing history and large AUM confer scale and stability
2Global reach and client-focused resources (Private Client Services, advisor tools)
3Research-driven insights and practical practice-management resources for advisors

Key Benefits

1Long-term investment focus with access to a wide range of funds and retirement solutions

2Robust advisor and client tools (Portfolio Construction, Tax Center, Marketing Lab)

3Evidence of scale and experience (multi-decade funds, large AUM, and extensive market insights)

Case Studies & Success Stories

American Balanced Fund: 50 years of delivering for investors

Case #1

Demonstrates a multi-decade track record of investor-oriented performance and outcomes

Additional Product Information

Product Description

A family of mutual funds and related investment products (mutual funds, target date funds, 401(k)s, IRAs, 529 plans) managed by Capital Group.

Target Market

Individual investors, retirement plan participants and sponsors, financial professionals (RIAs and intermediaries), and institutions

Unique Value Proposition

Capital Group’s American Funds offer a long history, broad and diversified product lineup, and robust advisor/client support backed by extensive research and a global platform.

Technical Requirements

Not specified

Pricing Model

Not specified

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