Veteran manager Barry Crosthwaite will transition off American Funds AMCAP on Jan. 1, 2022, and retire from American Funds’ parent Capital Group around that time. He worked in business for 14 years before transitioning to asset management and spent his entire 25-year investment career at Capital Group. Crosthwaite will also step away from his portfolio management duties on American Funds Investment Company of America AIVSX and American Funds Growth Fund of America AGTHX on Sept. 1, 2021, and Nov. 1, 2021, respectively.
American Funds AMCAP A AMCPX
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will AMCPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AMCPX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the AMCPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of AMCPX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Upcoming Manager Retirement at American Funds AMCAP Does Not Change Its Ratings
