are distinct from but rhyme with some of the legacy American Funds mutual funds. The firm also launched active-passive models with industry peers that leverage its mutual fund lineup. All these ...

O’Neil invests over $1 million in the mutual fund, but Munoz’s investments could be higher. He invests just over $50,000 in the ETF. The firm has adapted well to investor preferences that have ...

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This page shows the average returns of all the mutual fund categories across different time periods. Click on the period to know which categories are top performers for the selected period.