Capital Group Mutual Funds List
Here you can find all mutual funds issued by Capital Group and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 12
- Avg. Expense Ratio
- 0.63%
- Avg. 1 Year Return
- 10.41%
- Avg. 5 Year Return
- 6.29%
- Median Risk/Return Score
- 56 / 100
Capital Group Mutual Funds List
5 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| American Funds Tax-Exempt Bond Fund of America Cla... | Municipal Bonds | Mar 15, 2001 | 0.63% | 0.49% | 1.85% | 2.98% | 77 | ||||||||
| American High-Income Municipal Bond Fund Class F-2 | High Yield Muni | Aug 1, 2008 | 0.42% | 1.66% | 3.22% | 4.16% | 92 | ||||||||
| Capital Group California Core Municipal Fund | Municipal Bonds | Apr 12, 2010 | 0.27% | -0.14% | 1.32% | 2.60% | 56 | ||||||||
| Capital Group California Short-Term Municipal Fund | Municipal Bonds | Apr 12, 2010 | 0.30% | 0.49% | 1.18% | 2.35% | 70 | ||||||||
| American High-Income Municipal Bond Fund Class F-3 | High Yield Muni | Jan 27, 2017 | 0.31% | 1.72% | — | 4.28% | 92 |
Explore top Capital Group Mutual Fund Categories and Asset Classes
Capital Group Bond Mutual fundsCapital Group Equity Mutual fundsCapital Group Multi-Asset Mutual fundsCapital Group Large Cap Growth Equities Mutual fundsCapital Group Municipal Bonds Mutual fundsCapital Group High Yield Muni Mutual fundsCapital Group Diversified Portfolio Mutual fundsCapital Group Large Cap Blend Equities Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Capital Group Mutual funds by Risk/Return Score
The top Capital Group Mutual funds by PortfoliosLab Risk/Return Score are HIMFX (92) and AHMFX (92).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| American High-Income Municipal Bond Fund Class F-3 | 92 | — | Jan 2017 | |
| American High-Income Municipal Bond Fund Class F-2 | 92 | — | Aug 2008 | |
| American Funds Tax-Exempt Bond Fund of America Cla... | 77 | — | Mar 2001 | |
| Capital Group California Short-Term Municipal Fund | 70 | — | Apr 2010 | |
| American Funds Fundamental Investors Fund Class R6 | 60 | — | May 2009 |
Best-Performing Capital Group Mutual funds Over 5 Years
The top Capital Group Mutual funds is RFNGX (13.91%).
Across the lineup, Capital Group Mutual funds show an average 1-year return of 10.41% and an average 5-year return of 6.29%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| American Funds Fundamental Investors Fund Class R6 | 13.91% | — | May 2009 | |
| American Funds Fundamental Investors Fund Class R2 | 12.74% | — | May 2002 | |
| American Funds The Growth Fund of America Class A | 9.99% | — | Dec 1973 | |
| American Funds The Growth Fund of America Class 52... | 9.95% | — | Feb 2002 | |
| American Funds The Growth Fund of America Class R-... | 9.13% | — | May 2002 |
Lowest-Cost Capital Group Mutual funds
The top Capital Group Mutual funds is CCCMX (0.27%).
With an average expense ratio of 0.63%, Capital Group Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Capital Group California Core Municipal Fund | 0.27% | — | Apr 2010 | |
| American Funds Fundamental Investors Fund Class R6 | 0.28% | — | May 2009 | |
| Capital Group California Short-Term Municipal Fund | 0.30% | — | Apr 2010 | |
| American High-Income Municipal Bond Fund Class F-3 | 0.31% | — | Jan 2017 | |
| American High-Income Municipal Bond Fund Class F-2 | 0.42% | — | Aug 2008 |
Highest-Yield Capital Group Mutual funds
The top Capital Group Mutual funds is RGABX (11.44%).
Across the lineup, Capital Group Mutual funds show an average dividend yield of 6.21%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| American Funds The Growth Fund of America Class R-... | 11.44% | — | May 2002 | |
| American Funds The Growth Fund of America Class 52... | 10.44% | — | Feb 2002 | |
| American Funds The Growth Fund of America Class A | 10.25% | — | Dec 1973 | |
| American Funds Fundamental Investors Fund Class R6 | 7.73% | — | May 2009 | |
| American Funds Fundamental Investors Fund Class R2 | 6.86% | — | May 2002 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.